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Smartsheet Basics

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

Advanced Filters
I applied a filter to a sheet to take out specific rows based on a certain criteria. Once the filter is applied, only the rows that meet the criteria show. Is there a way to show the parent of that row? It would be useful to have context of where the filtered row belongs/comes from.
Automatically alert when project goes beyond an install date
Hi, We have multiple (50+) projects and once the project commences an install date with the customer is fixed. I have set this up in smartsheet, to have the install with no prior dependancies. What I wont to do is set up an alert when the project build is after the agreed install date. Any ideas on how I can do this?…
Free Collaborators
I have an individual plan and it says I have 10 free collaborators per item. A couple of questions. 1, What is an item? A sheet? A line within a sheet? 2, do they have a 30 day life span? Thanks Lee
Form to collect Free Text Updates to a main project line task
I am trying to create a form to send to each of my SMEs that will allow them to send a free text update to the line item on my project plan they are responsible for. I have created columns that has a date for each day for a couple of weeks, and I was hoping to create a form that would dump their free text into that field.…
Free Smartsheet Users are not able to use "Send Update Request" feature anymore
I am a licensed user of Smartsheet and created one sheet and shared it with other users (who are basically using the free version, not on a license). Earlier, they used to use the "Send Update Request" feature on the rows that they seek an update from any specific user. Now they see that option greyed out and are unable to…
Widget Colors
I'm trying to update a dashboard to show a pie chart with green for "Complete" status, yellow for "In Progress", and red for "Not started". Not all of these statuses are currently chosen for the lines my pie chart is pulling in (i.e. only "In Progress" and "Not Started" are currently selected). I can temporarily make one…
Move Rows Automation - Intermittent
Hi, I have set up move rows automation on a couple of sheets so that once a project is cancelled or complete the row is relocated to either a cancelled or complete sheet. Today I noticed that a couple of rows correctly indicated Complete but had not been moved. As I test I used a separate sheet to trial the automation, for…
Cross Reference
Does anybody know if Smartsheet has the capability to cross-reference information from one form to another. In other words Form 1 is entered and want to pull some fields into Form 2 to send to a vendor. Someone please advise. I'm thinking I can edit the URL in Form 2.
Cross-Sheet Reference Error
Hello, I am receiving an error window stating that the sheet has reached the max number of different cross-sheet references. Would someone be able to provide more insight on max level of cross-sheet references? Thank you
Access permissions problem
Over the past couple months there have been a few occasions where we have seen users with permissions to access (view) a resource calling to say they were no longer able to access and given an error: "You don't have access to this item" To correct the problem: I tried deleting their name from the share list. Wouldn't…

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Move Row Automated Workflow moving ALL rows regardless of criteria
I set up a workflow to move rows that are marked Closed to a Closed sheet. However, the trigger does not seem to work and when I force run the workflow, it moves all of the rows regardless of what is in the cell. What am I doing wrong?
Search a string and return multiple results
Hi experts, I have a formula that searches a string for a keywords, in a string that may include more than one result. It only returns the first instance found. Is it possible to have it continue searching and return all found keywords? Here is what I have currently…. I am looking at JOIN(COLLECT, but not clear how to…
Custom Report View
I have a report that is pulling information from a sheet. Is there any way to set this report up so that anyone that views it only sees the rows with their name on it?

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