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Smartsheet Basics

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

Filtering/Slicing in Dashbaords
Hello SmartSheets Team, I am a little new to SmartSheets, but I have successfully built a dashboard with all the data I would like. However, I can't seem to find any functionality that allows me to filter/slice the data in the dashboard view, say to specific users or anything like that (for example, I can see total sales…
Formula to show a workspace name and the sheet name
Hi, is there any cell formula to show 1. the workspace name 2. the sheet name
Copy of My Response Email
Hi, there. I have a couple of questions regarding the email that is sent when a user chooses "send me a copy of my responses" when filling out a form. 1. The email is coming through with a high importance flag. Is this standard? Is there a way to change this? 2. The email sender is forms@smartsheet.com. Is there any way to…
Check entire checkbox column for a check
Hi all, As shown in the screenshot below, I'm trying to scan the entire MR column for a check mark and if the box is checked, I would like to return the value in the Tower Status column. For example, in the case of the screenshot, I would like to return the value, "status 2". Only one box will be checked in the entire…
Microsoft Edge
Is anyone using Microsoft Edge? Are you seeing any issues? I personally use Chrome, however, some of our team in APAC recently converted to Windows 10 and are now using Edge. From time to time, even though Smartsheet is accessible, they see weird things, such as yellow highlights of cells that noone else is seeing, yet if…
Interactive Forms
I need to use interactive forms to work with my team. We also work with Office 365, is there a way to integrate these two so they fill up the Microsoft form and the information populates in my sheet on Smartsheet.
Move Rows - Can't find Rows
I moved rows from one sheet to another...now I can't find the rows...how do I recover that data..thanks
If then formula to check a box when another column contains text
Hi, Can anyone help me with a If then formula? I have been trying several things and haven't had any luck. I need to write an IF then formula for the below: Column A checkbox is checked when Column B contains text (any text). Does anyone know what this formula would be? Thank you, Crystal
Send row function not working for shared sheet
The send row function is no longer working for a user I share a sheet with. The function is grayed out. and returns a message to upgrade to a paid level. I'm on a licensed business plan. It has been working for month, until today.
Subtasks in Card View to show on Grid View
Hello, I created subtasks on my card view and for a while, they showed in my grid view. Now they don't, tho I can see from the row counts that they are there. There is a plus/minus sign on the rows, but it just toggles back and forth without showing the lines. Thank you

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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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