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Smartsheet Basics

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

Duplication (auto-fill) of row information for Child Rows
I have a sheet of 3 rows of data for separate stores. I would like to create several child rows below each of the original rows and want all the row information to be duplicated into each of the child rows created. I tried the and outdent and it does not work, in a way it forces one of the other rows to become the child…
Customizing Gantt Charts
I am brand new to SmartSheet and my team is primarily interested in finding a Gantt Chart / Timeline maker. I'm hoping the community can help me figure out the following: * Is it possible to make the gantt ribbons flat, without arrows? * Is it possible to show the task name on the ribbons? * Is it possible to make the…
RACI Matrix
Hi I am looking for a good RACI matrix that tracks the same way an issues and actions list works. I want to combine the two sheets into one tracking sheet and shows the RACI matrix for each issue/action. Does anyone have any good templates I can use as a boilerplate maybe? Thanks my email is constance.wade@allscripts.com
approval request rule
I tried to run two rules of approval request, the first rule is "When a row is added or changed", the second is "When a row is added", the rest of the two requests are same. why the 2nd rule does not work? Another question is all trigger conditions are jointed by "or", can joint them by "and"?
what if scenarios
Can I run a few what if scenarios with resource allocations prior to making them final. I would like to play around with moving resources between tasks but don't want them to see what I am doing until all done.
Merging two smart sheets
I'd like to merge 2 smart sheets. I have column headers and row info that I would like to add to existing rows on a separate sheet. Is there a way to just add these new columns to the back end of the existing sheet (all at once) instead of having to create new ones all together? I'm new to smart sheet
Alert Settings Across Templates
We have alerts set in a Template we created. Once we use the template, the alert settings go back to default. Is there any way to keep the settings across the sheets created with the templates instead of having to go back and change the permissions every time?
Dashboard Template Chart Works - Mine Doesn't with Same Config
I found a dashboard chart on a SmartSheet template that I'm trying to duplicate. I've verified the data in the chart is the same between "My Chart" and the "Template Chart". I've verified the chart config is the same. What the chart shows is different and doesn't seem to reflect my data accurately. What am I missing?
Conditional Formatting When 1 column matches another
Id like to highlight a cell in particular column when it matches another column, cell is same row. I dont seem to have an option in conditional Formatting in 'Set Condition' to say 'if Column A = Column B'?
Dashboards
Just wondering, why can't unlicensed SmartSheet users edit dashboards? They seem to be able to go in, make the change and then it stops them with a warning saying you have insufficient permissions.

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Filtering out Status based on two criteria - Not working!
Hi, I'm at a loss and could use some guidance please! I'm running a report from my project plan to see Customer Tasks Statues by Phase if status is not "Complete" or "Not Required". The Complete status don't show but the "Not Required" do. I have tried all the options (Is not blank, Is not equal to, does not contain, is…
Percent showing up in thousands
Hello, why is my 32 showing 3,200% instead of 32%
Autopopulate an email address with each new row
Hello, Community! I am trying to set up an automation that adds a specific email address to a field with the creation of each new row. It should be very straightforward but does not seem to work consistently. Trigger - when a row is added Condition - if a specific contact info field is blank {{Notify XYZ}} Action - assign…

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