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Smartsheet Basics

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

Help organizing spreadsheets by having tags or showing a summary in folder view
Morning Everyone! Here is a snip of a typical folder view which also shows worksheets and it's great. The problem I have is that thru the years I've created so many spreadsheets and it's really hard sometimes to remember what they have or what they are for. Is it possible to show some notes, summary, or tags for the…
How can I get a form to collect a Smartsheet Contact properly?
Hi. I have a Smartsheet with the field type set to "Contact List" I have set up a form to feed into it. If I set no validation then there is no dropdown box for users to choose from. Text input is collected as text, and not as the actual contact list. If I set it to email, then the user must input an email address. This…
Prodesk session
How to set up pro desk session ? Cant see that option anymore Please share link screenshot Thanks in advance
Find PO with highest rating
I need to identify the PO with the highest rating. In case of a tie, it should return the names of all POs with the highest rating. Could anyone please assist me with this?
Can I unlock a column in report so that it is applied to all sheets in a workspace?
I have added a workspace containing similar sheets in a report, and I want to unlock a particular column so that it gets unlocked across the entire workspace. Is this possible?Or is there any other way to achieve this? I have attached a sreenshot where the selected column is locked.
How to add new questions to the Employee Pulse Check Dashboard template
Hello, Smartsheet community, Please let me know something about the Employee Pulse Check Dashboard template. I am trying to customize the survey questions. I learned how to edit the existing questions from the tutorial below, but I do not know how to add new questions and reflect them to the dashboard. "Open the "Survey…
Creating QR Code in Smartsheet to Automatically Send Emails to Multiple Recipients
Hi community, I'm looking for guidance on how to create a QR code in Smartsheet that triggers automatic emails to multiple recipients. Specifically, I want the QR code to initiate an email notification to several designated email addresses whenever it is scanned. I have managed to do this on other sites. Do you know if…
Can I show a populated form field with no ability to edit?
Hello, I'm populating 2 fields for this form and while I can hide them however I need the users to see the consultant name, at least. I put a notice but I would rather see an alternative way that shows the fields but are just locked. Thanks,
Populating Contact List Dropdown Automatically
We have one sheet where we would like to populate a contact list drop down automatically when they are added to the everyone group. We would want the first and last name and their email. I know this has been discussed many time but still not available. Has anyone been able to make this work somehow without involving a…
Duration Having Different End Dates
Hey All, I built out a strong sheet using strong heirarchys with a focus on predecessors looking at a few key dates. When there is a predecessor, the duration column seems to act different. Sometimes a "1 day" duration sets the end date one day forward. Sometimes a "1 day" duration sets the end date to today. There are no…

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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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