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Smartsheet Basics

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

Can you assign a form as a task?
I would like to set automations to track the completion of a form and send reminders if it is not done. Is there any way to do this?
Alert when an assigned row changes
Is there a way to change this default alert to alert when rows are added or changed by any one other than me?
New Boardview
Hi All, After new ew boardview upgate the date format changed to American. I've checked Account settings and those are correct as Australian which is 23/07/2024. When I go to Grid view I can see Australian date format but on boardview is American. How can I fix board view to show Australian date format 23/07/2024. Thanks…
Adding Electronic Signature Filed on to Forms
Hi, I use forms for site inductions to populate data in a register, and I am really interested in finding out if there is a way to add an electronic signature field when completing a form. Please let me know if someone has a solution for this.
Login defaulting to Apple ID login
I have a user that has a free account and when they log in to smartsheet via web browser and desktop app it defaults to Apple ID log in screen. He has a google account for his login and does not have an Apple ID account but cannot log in to any of the smartsheet workspaces. Can someone walk me through the steps to change…
Smartsheet App - Open on Start-up
Hi, Is there any way to have the Smartsheet app automatically open on smartsheet. I want to get out of the habbit of using chrome, and using the app, so it would help if this opens each day automatically!
Conditional Formatting
Hi Everyone, Is there a way to remove one of the conditions from the rule? For instance, I have set up a rule that has 10 conditions, I just want to remove one of the conditions from the rule without having to delete the whole rule.
Dashboard Metrics
I'm looking to create a Metric Widget that pulls the newest data from one cell in one column that is submitted through a form. For example, we are creating a form where people can submit a bid for a car. I want to take the most current bid submitted and have that feed into a widget. I have the form set up so the data…
Duplicate Sheet/Updated Form
Hi! I am new to Smartsheet. I duplicated workspace with a form. The problem I have is that when I attempt edit the form I am prompted to "Save and Open" (see below) before opening the Form. The system gets stuck in a saving mode - see the last image below for reference. What did I do wrong to cause this? It never saves it…
Creating Recurring Tasks in Smartsheet While Retaining Original Rows
This discussion was created from comments split from: What is your method for creating recurring tasks?.

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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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