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Smartsheet Basics

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

Report Email Notification
When I send report rows in an email, the link at the bottom of email says "View in Smartsheet", it requires the user to sign in, then shows them the source sheet. Why does the link take them to the source sheet instead of the report that I sent them?
Required Fields in Forms
I have a form created already, but need to make two existing fields "required". Does anyone know how I do this?
Weekly update requests
Hi all , I am coordinating a project portfolio with many projects assigned to colleagues . I have set a formula in a column wich takes the value of a " yellow ball " when a project is ongoing . And I want an update request to be sent automatically every THURSDAY so that , the colleague to whom the project is assigned can…
recruiting conversion metrics
I'm looking to connect with anyone using smartsheet for tracking recruiting conversion metrics! My team currently uses sheets for tracking all candidate submittals and feedback between recruiters/HMs. Has anyone created a report or sheet to track the funnel conversion metrics from submission to hire?
Approval Workflow
I created a workflow. The screen shot is attached. I was trying to see if when ready for approval is checked can approval status automatically change to submitted? How is that done if possible?
Formula for Recent Activity
I'm trying to see if a certain column in my Sheet has had any activity in the last month. I know that I can go into each cell and see the history for that cell, but is there any way to create a separate column that states if the "% Complete" column has changed in the last month? I'd like to create a report based off that…
Hyperlink from Dashboard
Hey, I have set up a dashboard with a hyperlink to another Smartsheet item (a report). When I click on it the report opens in the same window, which is what I want it to do. However, when another user clicks on the link it opens a whole new window. This happens regardless of whether the user is logged in or not and is a…
Only Include Rows with Data in a Bar/Column Chart
I am looking for a way to only show rows that have data or are non-zero in a bar chart like the pie and donut charts do. I have a list of people with counts for how many rows they have assigned to them on a master sheet. I want to have multiple dashboards (one per manager) that shows the number of assigned rows to each…
Approval request workflow with other cell dropdown
Hello, I'd like to ask this great community how do I make a formula to work with an approval request, upon approved to update other cell in this row, which is a drop-down type for status (has more than 5 statuses). i only like when the 'approved' received to updated status to 'Completed' but until then to have that cell…
Linking cells that are dependent
This is going to be a tough one to explain, and I'm not sure if it's possible. That said...: Endstate: For a finance-based sheet ("Sheet 1"), I want one of the values from a user's form (Amount USD) to populate in another sheet (Sheet 2"). Problem: There is a debiting manager (losing money) and crediting manager (gaining…

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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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