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Smartsheet Basics

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

Saving, Export, or Archive Notifications
Is there a way to save, export or archive Notifications?
My sheet created in paid version disappeared when my account expired
Hi there. My sheet that I created and deperately need, disappeared when my paid account expired last month. Another team at my company was paying for it so I got no notice when it was due to renew. I have signed up for Pro again but wanted to see if there was any way to get my sheet back again. It was a huge amount of work…
How do I add a contact without an email address?
Automation on WHO made the status change
Hi, We have a sheet that has over 1000 rows. There is a column "Status" that has many options to choose from. Is it possible to have an automation that will go out once a day to me with all the status changes and WHO made the changes. I know we can go into the cell history but that will be a lot with all the changes…
Tracking product lifecycle
What is the best way (if there even is a way) to track the lifecycle of products that we are producing. The current product lifecycle is: Creation Forming Cutting Quality Shipping Close I currently place a status for each part when a PO comes in. When the status is "Forming" it gets put into the Forming Schedule. I would…
Can you make it so when clicking a pie chart slice it just pulls up data about that slice?
I have already created a pie chart but would like to make it so that when users click on one of the slices it brings them to a filtered view of data of just that specific slice. Is this at all possible? Right now when a user clicks on a slice it shows them data about all of the pie chart slices which is not what I want.
Why am I being told "Workflow timing is unavailable" when I try to set it to daily?
Trying to make this automation run daily, but it's saying I can only set it to "When Triggered" but I can't figure out why. It's just a simple alert workflow. Any ideas?
How to auto fill up a smartsheet based on barcode
Hi, I am looking to use the Barcode option n smarhseet to follow the reception of our store, I have a smartsheet "A" that have all the information regarding the delivry compagnies that we work with. I would like by scanning their card to get the barcode on the inventory barcode management sheet "B", and fill up the…
PMO Template Project Plan not displaying correct End Date at top row
Happy August! This project plan was created using the Smartsheet PMO Template, which I have done many times before. How can I get the End Date in the first row to show the correct date (8/31/23), instead of 8/17/24? It's not rolling up. Thanks in advance for your help.
Smartsheet Report in Card View Populating Data Incorrectly
My team is having an issue where a report suddenly stopped showing appropriate data based on the filters on the report. We are using the report in the Card View with the Assigned To contact as the grouping method, but people that are being filtered out are showing with 0 items and people that should be included are…

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Remove workspace shared users from 1 sheet
We are working on setting up our Career Reviews in Smartsheets. We have a group of all staff that has access to all sheets in our workspace. I want to remove them access from just the Career Review Sheets. When I do that it says it will remove them from access to the entire workspace, which is not what we want. The only…
Schedule Dates Minus 2 days Except Weekends
I'm trying to figure out a formula. I have a customer that requires a 2 day notice that my crew will be onsite to work. I have an automation set up to remind me to send the store an email 2 days prior. In my "Notify Store" column I have a formula for schedule date -2, but I don't know how to exclude weekends so that the…
PDF Generator Automation Attachments
I've set up an automation to generate a PDF when a row of data is submitted via a form. I have another automation to generate the PDF again each time data in the row changes. I am finding that the subsequent PDF attachment is replacing the first in attachments. Is there a way to have the subsequent PDF added as an…

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