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Smartsheet Basics

Ask questions about the core Smartsheet application: Sheets, Forms, Reports, Dashboards, and more.

Inviting New User from different Smartsheet Account - User is unware of existing account!
Hello I am a System Admin on an Enterprise Account. When inviting a new user I received the following message: The user has previously looked into Smartsheet independently over a year ago and advised they never used it. To resolve this issue I'm thinking of advising the user to: Attempt to log into Smartsheet.com using the…
scrolling left to right
I typically use an HP laptop to access my smart sheets, however due to tech issues with the HP I am using a Mac desktop. On the HP there is an a ribbon on the bottom to scroll left and right through my SS. On my Mac this ribbon is not there. How can I access this ribbon/arrow scrolling bar?
CALENDAR VIEW
Hi Everyone! Need a little assistance with calendar view. I want to show case a different field's information. I have another field that shows the asset that will need to be reviewed and would like to have that name show cased here. @Paul Newcome
Sharing Portal to Unlicensed Users
My company has a Smartsheet account that I am a licensed user under. I have created a portal that I would like to share with our non-licensed suppliers. The information is sensitive, so I selected the share option of "only available to users shared to this item". I added all the Supplier POCs to the shared list as viewers.…
Forms data to one of many sheets
I am trying to create a form for new task intake. Is there a way to create a drop down of all possible sheets in my workspace to create a task line item in one of the many sheets, based on the sheet name selected in the form?
Activity log
When filtering by Automation, the help text states that you can view notifications. We have many notifications but I am not seeing a record of any of them being captured. Can someone confirm that this is expected behavior? Thanks
Form builder - pull sheet data
I have a sheet for equipment maintenance logging. I don't want users to have the ability to modify this sheet and they don't need to see the entire log. I created a form so they could easily enter daily maintenance checks into a log from their phone. I'd like to be able to filter and display some of the data from the sheet…
Issue with Update Request Automation
I have a task list for myself where I have an update request automation set to run based on due date. I have had this sheet for a couple of years with no real issues. I only receive notifications within SmartSheet and don't have them emailed to me. Beginning last week, anytime I open the notification for this particular…
How do companies manage and document data flows in Smartsheet to ensure data integrity?
I’m new to Smartsheet and data meshing, and I’ve noticed that the original source data isn't always used consistently. For instance, someone might create a data mesh from a source to build their own sheet (Sheet B). Then, another person creates a data mesh from Sheet B, and this process continues. How do companies manage…
Transfer specific row data to another sheet when a checkbox or drop down menu item chosen.
In short, I would like to have a menu item or checkbox in one form that when checked it sends certain specific cells on said sheet to another sheet. Can I tackle this with an automation?

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Filtering out Status based on two criteria - Not working!
Hi, I'm at a loss and could use some guidance please! I'm running a report from my project plan to see Customer Tasks Statues by Phase if status is not "Complete" or "Not Required". The Complete status don't show but the "Not Required" do. I have tried all the options (Is not blank, Is not equal to, does not contain, is…
Percent showing up in thousands
Hello, why is my 32 showing 3,200% instead of 32%
Autopopulate an email address with each new row
Hello, Community! I am trying to set up an automation that adds a specific email address to a field with the creation of each new row. It should be very straightforward but does not seem to work consistently. Trigger - when a row is added Condition - if a specific contact info field is blank {{Notify XYZ}} Action - assign…

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