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Smartsheet Basics

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

Weekly Automated Staus Emails to Clients
I'm running a landscape installation company in Smartsheet and I'd like to set up a way to send an automated weekly email to the client's email address stored in a contact column with their jobs that are coming up in the next few days. In my sheet, each row represents a job and I have a start date. I see that I can filter…
Only looking up specific row to edit
I have a list of 500 staff members with contact details. If one of my staff changes their phone number, is there a way to lookup the staff member's row and change the values of one of the columns (in this case Phone Number), but could be any other 30 columns. Basically some sort of form: type name > details come up and…
Update requests and attachments
Is there a way to send out an update request that allows receivers to attach a document to the request, without them seeing the other documents that are attached to the row and/or accidentally deleting what is already attached. We use a running document for certifications. When something expires, we want to send out auto…
Resource Allocation
Greetings, I am new to the aspect of resource allocation. I need to know apart from people can objects (computers, scientific instruments etc) be allocated as resources, as I need to keep a tab on the overuse of certain equipments at my organisation. Next, can only people with licensed accounts be tracked as resources on…
Automated - Otherwise - etc
I have three sets of dates in a worksheet. Initial Date, Completion Date and Closure Date. The Completion Date is often missed by personnel skipping steps, so i have added an "otherwise" condition with a Request an Update for this date. The initial condition is that this field must be filled in PRIOR to closure. But once…
System Issue with Alerts?
Is there a system issue currently that is preventing the creating of new alerts? We have tried to set some up since yesterday and they are not working. We have previously successfully set up alerts. Someone suggested there is currently a system issue.
Issue is not displayed in Gantt view
Hi! For some reason Smartsheet doesn't show my issues and it's estimated time in Gantt view: (see the ones in the rows 67 and 68) (Image attached below.) Maybe that's because of 2.5h estimate, but even if I change it to 2h or 1h it doen't work. Both tasks have dpendencies but Smartsheet system didnt calculate their Start…
Creating new sheet using Java API - Unable to create child tasks
I am trying to create a smartsheet using Java API that fills data in parent/child task format. I tried couple of options, but I was getting exception. I am not sure if it is possible. So, I tried another option, where I created the sheet and then re-read the sheet and tried to indent the rows using following code - //…
Have User Filing Out Form Include Clickable Hyperlink
Hello, I am trying to see if there is a way to have someone completing a form to be able to include a hyperlink to where a file is. It would then come onto the Smartsheet so someone else could click on the link to get to the file in a shared drive. Many of the files we work with are too large for attachments and a…
Can smartsheet auto-populate cells based on the above cells in a column like excel does?
Can smartsheet auto-populate cells based on the above cells in a column like excel do? When completing text cells the system doesn't indicate that text word is already above? This is useful not to duplicate like currently, excel can do it by default. Any idea if this is possible or can be enabled would be appreciated.

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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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