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Smartsheet Basics

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

Applying new template sheet to old projects
We have a collection of projects that were created some time ago. Since the projects were created, the blueprint those projects were based on have had some additional template sheets added. Is there a way to incorporate those new template sheets into the old projects, either on a single project by project basis or in bulk…
Card View Conversations
What am i missing, Card view is a superb feature of SS and starting to use lots, however when you add a task or subtask there is not an option to start a conversation, you have to go back to grid view for this. further more where there is a conversation in grid view the conversation box comes up when you open in card view…
Automation from a form submission
Hi I have created a form that is working perfectly in that once completed it is populating the sheet data. I have also created a number of automation work flows that work if you directly input into the sheet but do not appear to work if the data is entered via the form - please can anyone advise if I have missed a step or…
Update Request Automation
Hi there, I need help please, is it possible to edit a update request? When the update request automation is send, is it possible to only select some of the columns so that the sales personnel not get the whole line's columns but just 5 or 6 of them that they must update? Hope you understand? I know if you send an…
Publish a Dashboard link with expiry date
Hello, I would like to publish a link to one of my dashboards with an expiry date, is that possible? Maybe there is a workaround that someone uses? Thank you in advance!
Question on showing text (comments) from cells in dashboard
Hello Community, I have a form which people fill out and the numerical data from which is analyzed and then put up on charts in a dashboard. However, part of the form is a text box where they can type in comments about the material. Is there a way (possibly through a report?) to have a widget that shows comments people…
Random Email ID shown during Mouse over in Resource report?
Hi all, Anyone know what the email address is referring to when mousing over the (over) allocation in a resource report? It is not the email address of the resource (Hue in this case) Thanks ahead of time! -dp-
how to use resource views and resource management without being a system admin
Hi all, I would like to manage my projects from resource views, but I can not enable this feature (enterprise plan). I am not the system admin. Is it it possible that he could give me the rights to manage my resources and views? Thanks
Print Scaling Inconsistent
I have 2 separate reports. The first report is 44 rows in length. From smartsheets, when I print the report and use the Fit to Width function, the report is 1 page wide by 1 page long. This report has 16 detail columns. The second report is 37 rows in length. When I print and use the Fit to Width function, the report is 1…
Connecting two Templates with formulas
I have a group of sheets that i have created templates for. I was wondering if there was anyway to have the formulas in the sheets not break when templates are created and to point at each other instead of having to be redirected every time a template is used. Ex: Sheet 1, 2, & 3 all point to each other. I have added all…

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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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