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Marrying 2 sheet datasets into 1 row?
Hoping someone might have come across this scenario. I have a three-step process where a phone scheduler calls to gain info from the client, then a field rep needs to go onsite and gather info followed by a report generated from both parties. A primary key for both parties inputs will be a Policy # The phone scheduler will…
Conversations — but with groups?
My org used to use the “Send” or “Send Update Request” option from the fly-out menu on each row quite frequently. That feature is now only available to licensed users, I believe, as Smartsheet moves people to use conversations in the comments instead. See:…
Multiple Dropdown COUNTIF question
Hi, I have two sheets set-up. One sheet is a data-input sheet while the other is a quantitative summary. The quantitative summary is connected to the data-input sheet through cell linkage. For the bolded part of the formula, the cell that it is linking has a multiple dropdown column (it tracks who did what task - sometimes…
Updatable fields in a report.
I have a report with several updatable fields. These are updatable in the underlying sheet. The problem is with date field. It won't allow me to update it in the report. All the other fields (4) work fine. 1 is a text, 1 is a contact list, 2 are checkboxes. Are date field not allowed to be updated in a report? If so, why…
Latest version changes to Comments
It was bad enough when smartsheet completely changes the way attachments worked and made it much more cumbersome to use. Now they have done the same thing with row comments The popup was so much better and so much more readable and intuitive. It also involved much less scrolling of the mouse around the screen (carpal tunel…
Time when an automation is sent
With the new automation architecture it looks like sometimes the exact hour can be chosen when an alert will be sent and other times, no. Alert type #1: For example, if an alert is sent a day before a task is due to start, the automation can be sent x days before and the user can choose which whole hour to send the date…
Conditional Formatting with multi select dropdown list
When using Conditional Formatting, I want to make my primary column change colors when a combination of choices are made in a multi select dropdown,. What it looks like now is this: If column 2 is 'condition' and column 3 contains 'condition one' or 'condition two' then apply this format to the column one Is there a way to…
How to know which system admin added a user to Smartsheet?
We have 4 system admins, and now I see a lot of new people have Licensed users, are Licensed users, which should Not have happened. How do I know, which System admin added these users as Licensed users? Thank you, Deepthi
Use Cases: Automation to Lock Row
I'm taking the Process Solution Certification Exam on Thu 10/3. One of the features to be tested is Lock Row as an automation workflow. I've searched high and low within the Smartsheet Help system (including watching videos I thought could help) but can't find anything more sophisticated than something like, "When…
Formatting Records for Printing
Where is the best source to learn about formatting records for printing? Do third party apps exist for print formatting? Thanks

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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%
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…

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