Product questions?
Ask it here! The community's got your back.

Smartsheet Basics

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

Automated risk rating
Hi All, I am building a risks log and I am getting stuck building 'if and' statements to automate the rating. I have a drop-down column for Likelihood and a drop-down column for Impact, and based on these two fields, it would be great if the rating column showed Low, Medium, High, or Very High according to the matrix…
Generate PDF with data from multiple sheets?
I'm trying to create a project management system in Smartsheet, that has the ability to generate Invoice/Estimate PDFs. I already know how to generate PDFs with a single row, but is it possible to generate a PDF with data from multiple sheets? I would need to get data from the parent "Projects" sheet (for client name,…
Seeking Recommendations for Tracking Credentialing Process for Multiple Employees
I'm in search of an optimal template to effectively monitor the credentialing process for a group of at least 50 employees simultaneously. This process includes various stages, such as: Signing the contract date Starting the training date Completion date of training Training completion deadline Goal date for training…
Forms to Sheet
I have a sheet, loaded with our employees, into which I am trying to populate contact phone numbers using Forms. How can we get the user completing the Form and the contact info they share, to feed back to their corresponding name on the sheet list?
Lock rows from myself
Is there any way to lock a column or row so that I can’t edit it without unlocking or at least a warning? Similar to the “protect sheet” function in excel which must be turned off to edit locked cells. At a minimum, a warning that I am editing a locked cell would be great.
Does anyone have a solution they created for M&A?
I built something last year based off some Excel templates we had, but I don't love it. I'd love to connect with someone for some inspiration.
How do I set a sheet to be locked as a card or calendar view?
I use a sheet to identify actions that different departments need to complete. However, there are times that the client opens the sheet and it is on grid view. This confuses the clients and they need to return to card view. It would be better for the sheet to be locked in card view. Is this possible?
Looking to tie two columns together.. see below
Hello, I have one column that has a list of 'epics' (main categories) in the next column I have a list of all features. I need to somehow group a subset of the features to an 'epic' when the epic is chosen the user will only see the subset of features for that epic. How can I easily do this? Example provided in attached…
Notifications for Row Comments
Hello! When someone is @mentioned in a row comment, they automatically get an email notification that includes the Row # and the value of column 1. Is there a way to customize this so additional fields are shared with this notification? Appreciate any advice!
Automated messages send rows filled with dark color
Hello, I am having an issue with automated messages. The issue is the rows I selected to send are coming in via email with the background filled in a very dark color. It is very hard to read and will likely be ignored by users. It is happening when using several automations. However, here is an example of the most recent.

Popular Tags

Trending in Smartsheet Basics

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…

Help shape the future of Smartsheet.
Share your ideas and feature requests.

Watch video

Smartsheet Basics

Discussion List

Categories

Popular Tags