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Smartsheet Basics

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

Roll Up Sheet needs daily "activation" to work
Hello, I have a Master Sheet and a Roll Up sheet based on the Master. The Roll Up uses a lot of formulas, including the "TODAY()" function. Apparently, the Roll Up will NOT refresh to reflect the data that came into the Master unless I physically go in to the Roll Up and "activate" it by scrolling around in it and…
Cell links lost when column type is changed on destination sheet
Has anyone else run into this? Is this a normal function? I had a checkbox column in my source sheet and one on my destination sheet. The theory was that a box would be checked if certain criteria was met at least once anywhere on a sheet. This was put into a lot of sheets. The sheets were then listed out as sort of a…
Automate RYG Balls based on 3 columns.
Hi, I need help with finding a way to automate the RYG balls so that if no dates are input, it's white. If the first date is input, it's red. If the second date is input, its yellow. And if the final date is input, it's green. Thank you !
Locked out of my account
Locked out of my account. It seems they assigned an administrator to my account and they have locked me out.
Metric format in dashboard
I am trying to display a date in a metric on a dashboard, all the sheets have the date displaying DD/MMM/YYYY but the metric displays DD/MM/YY. How do I get the metric to display the date in the format that I desire?
Keyboard Shortcuts
Oh COME ON! Why why would you change a keyboard shortcut? Are you aware of muscle memory? This just sadistic. Isn't this one of the golden rules of hot-keys? They don't need to "make sense" and you shouldn't need to or ever really be able to guess them. WHAT COULD POSSIBLY BE THE REASON TO CHANGE THEM? My situation: I use…
Can a non-licensed user edit Dashboards?
If I build a Dashboard and add a non-licensed user as editor. Will that person be able to edit and make changes to the Dashboard?
calendar view date is all screwed up!
I seem to have uncovered a glitch. The calendar view is making the year 8148...even with all the advances in technology and medicine I don't think I will be around in that year...I just want to see 2019 right now, and going forward probably 2020 when we get there. PLEASE HELP fix this.
Portal Security
Is there a way to password protect a portal without making someone sign up to have an account with Smartsheet or making the link public?
Automatic email notification through forms
I created a form which includes a text field for the person's email address. I want to create a workflow to trigger sending an email to the person when a specific field is changed. However, the person's email is NOT part of the contacts. How can I tell Smartsheets to email the person that a change has been made? There does…

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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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