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.

Can you create an order form in Smartsheet
I am wanting to create some order form for my company, but i cant seem to be able to create a section where they are able to put in more than one product at a time. What colunm type would i use?
HELP
Excuse me, my english isn't very well. I need your help. When I want to put an URL in smartsheet I click in the box to join an URL and on my mouse but nothing are been proposed to me (cut, copy etc). My mouse works very well except for that
For forms, can you add an alert to let the submitter know if they have omitted a field?
We have a form we have created for people to fill out and submit. If they submit it without filling out all the fields, can we set up an alert to let them know? Also, if they don't complete AND don't submit the form, will it eventually time out? How long will it stay open before it times out?
Deleted all proofs, not the version I wanted to delete
In proofing, I accidentally deleted all versions rather than the latest - is there a way I to undo?
Metric sheet - can you create a chart off two different sheets on metric sheet
I have active project sheet and a separate pipeline project sheet. I have a metrics sheet that includes data on the active sheet. I see that I can create metrics from pipeline sheet in different columns. But what I want to do is create a chart based off the metrics from both. So Ideally I would like project by status and…
Can the colors of the Resource View be changed?
I'm guessing the answer is no, but maybe I missed something. The light colors in the resource view are hard to read, we would like to change them. Thanks!
Getting Started Tutorial for Customers
We have built out a 'project portal' of sorts made of up several sheets, reports, and dashboards. I'm looking for anyone who has done the same and/or built a 'getting started guide' for customers to understand how the project will be managed utilizing all these components (information, status, collaborations, etc.). Anyone…
Counting criteria from a multiple drop-down column across multiple sheets
Hello, I'd like to show the number of tasks each person on my team is working on in a roll-up sheet. On all my project sheets, the 'Assigned To' column allows multiple names. When I attempt to aggregate the number of times a name appears in this column on all the referenced sheets, I get an incorrect number (no formula…
Resource view by row on sheet
We have a sheet in which we track the various projects on which our team is working. Is there a way to use resource planning to see what is making up the % allocation value in the resource view. For example, what I see now is this: What I want to see when I expand each name is the projects on the sheet that make up the…
Approval Workflow
I am wanting to create an approval workflow that requires different levels of approval. The number of levels depends on where the request is coming from. As an example request comes in that requires Director, VP, and CEO approval to proceed, but I do not want the next level to see a request that was denied by the lower…

Popular Tags

Trending in Smartsheet Basics

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…

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

Watch video

Smartsheet Basics

Discussion List

Categories

Popular Tags