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Smartsheet Basics

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

Automated Workflow Emails Look Like Span
Can I change the heading of an automated workflow email so it does not look so much like spam? I would prefer it to look like I sent the email and not the automated system.
Drop Down List Data Validation
My team and I are new to Smartsheet, and after 2 days of using the software, have already found a couple of major road blocks that will likely keep us from using Smartsheet. The biggest is the inability to create a drop down list that uses data validation to pull a list of options from another Sheet. (Example - one sheet…
Can I change tasks visibility in a shared smartsheet?
Hi, I am trying to find out the best way to work with smartsheet in a particular scenario. I have project smartsheets that outline project milestones, and tasks within. This sheet is shared externally to my team for collaboration. In many cases, some of the tasks might drive subtasks, or small actions that the internal…
Is it possible to have a fixed URL to a sheet with filters without having to create a report?
Different users would like to see different set of rows in a large sheet based on filters. I do understand that I can create a report for each filter combination. However, if I do not want to create a zillion reports, but create filters and embed links to the "filtered" sheet in a dashboard, is that possible?
Automated Copy Row Function
Good afternoon We have a master sheet that we need to create additional sheets from based on values in a column. We will be using the automated copy row function. How do we make sure that when one row is changed in either sheet that it changes the other sheet....so if the master sheet changes so does the added sheet and…
How can I specify a range in one column and return a value in another column?
I want something like this (that works:-)) =IF([Estimated Days to Completion]<10, "Red", IF [Estimated Days to Completion]>10, "Green") So, if I specify a value less than 10 in one column, a red dot appears in the other column. Same idea for green. Thanks.
Can I customize the Confirmation emails from the Approvals Workflows?
Hi, I have an approval workflow set up and I have multiple stages to it. When the approver submits their approve or decline the confirmation email they get has all of the smartsheet fields smashed together horizontally in the email. Is there a way to either customize this email so that only certain fields display or no…
How to export the relation of a table: attachment and line/raw uploaded to
I can export table and all the attachments within, or i can do a backup of the whole file with all attachments from the home (list)overview, but in both ways, i can't find the information in which line the attachment was uploaded to. But this is important to me since i have 122 attachments per sheet! Smartsheet table and…
Photo Rotation Question
I have a construction punch list that we are using to compile descriptions and photos of items that need correction. The photos are taken on site via the app, and directly uploaded to an individual cell. The thumbnails seen in the overall sheet are rotated properly (guessing via EXIF), but when double clicked for a closer…
Do daily update requests get sent out during non-workdays?
We have an update request that will ask foremen to update the percent of a job they have done. The update request is set to trigger daily by using the date trigger option in the automation menu. Would these requests be sent out during non-workdays?

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IF logic formula
Hello, need help. I created formular for two outputs - "OTD" or "Not". See attached snip for details: A) Test 2 and 3 with date = Correct outputs, but for b) Test 4 without date = Same fx, still output "OTD" doesn't make sense. What do I need to do? C) For Test 1 formular seems working. But I'd like to incorporate into one…
Chart Column and line
Hello I Need to combineted the chart if column and line like attached. Coul you please help me? Thanks again
how can i set up an automation that triggers when a form is submitted?

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