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.

Exporting a filtered view of the Project Plan/Gantt
So I can export a filtered view of my Action Logs in Smartsheet no problem, but when i export a filtered view of my project plan (in grid view) it comes up blank - does anyone have any ideas why this is happening?!
Sort rows in timeline view
Hello, I would like to sort the rows in timeline view. Current situation is my "planning" phase is at the bottom of the time line view, even though it has date ranges that are less than the subsequent phases. Ideally I would like to sort on "Phase" then on "Complete Date" but don't see anyway to do this. I also tried…
Is it possible to send a copy of a form to someone else at time of submission?
We have a large field team with a hierarchical organization. Usually the guys at the bottom are submitting forms which are basically project requests. They access these forms through shortcuts on a published dashboard. We have a required contact field in the form for them to select their name and their supervisors' names.…
Collapse and Expand
Is there anyway to stop the sheet from expanding all children every time someone goes into the sheet? Annoying is all. Thanks in advance for any advice.
Removing link from notification
Is there a way to remove/hide the link from Smartsheet email notification?
Include Help Text on Form Submission Copy
My organization currently has a site visit assessment form. Many questions on this form are too long for the sheet column headers, so the columns are just labeled Question 1, Question 2, etc. The actual question is then put in the "Help Text" field on the form. Many leaders who fill out this form opt to receive a copy of…
Max limit of decimal places in a value?
I have a sheet where a cell needs to have a value greater than five decimal places. Using the increase/decrease decimal tool will not increase the decimal places past five places. Using ROUND function also will not increase the number of places. I searched for documentation on decimal place limitations but was unable to…
Automations
Hi! I'm trying to create an automation that will notify a group of people weekly (Monday at 9am) if any changes have been made to specific rows that have that have specific requirement (a field is checked vs. not checked.) I see that there is an Automation Template, "Alert someone when anything changes," but it doesn't…
Report Builder to return only current and unique items
I am creating a working report based on bi-weekly reports we receive to identify if any new items (Primary column) meet our criteria and would require to be assigned in the project. I'm using the Report Builder but having some difficulty understanding to get the builder to return only the most recent items, if multiples…
# of days
I am trying to get a formula where I can get the number of days it takes for a case to be closed based on the review level. Ex. Assigned case on 7/1/2024, disposition date of the case was 7/13/2024 and it was a CRU 1 case. The end result should be 12 days and there should be a blank if it was something other than a CRU 1…

Popular Tags

Trending in Smartsheet Basics

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…
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%

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

Watch video

Smartsheet Basics

Discussion List

Categories

Popular Tags