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Smartsheet Basics

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

Legends on Calendar
Is it was possible to add a color legard on the calendar view? I noticed someone else asked a year ago and wondering if maybe Smartsheet made this possible. See screenshot.
Request Approvals
Hello All, We are creating a time off/work from home request sheet for our Director of Operations. We have been testing the sheet and it's notifications and noticed each time a request is approved, the D.O. receives an email. We tried changing the settings so that the alert was set for when a row is added not when a row is…
Uploading Users / Resources
Aloha, new to Smartsheet set up from scratch. Using free 30 day trial and tried to load users (80), but seems it surpassed the max allowed number. do you guys know how many we can use? Also, please help understand how to avoid sending email notifications even when the upload FAILED. Thanks!
Expliciting a sheet name with Strings
Hi all, I would like to calculate the sum of elements in a column (say the 3rd columne) on another sheet. The sheetname is in a column "NameSheet" The following SUM("{" + NameSheet[1] + " Range 3}") does not return anything. I know Excel has something like Indirect() and it would be SUM(INDIRECT("{" + NameSheet[1] + "…
Barcodes
Is there a way to create a barcode in a cell from a numerical reference via a lookup? I can do this in Excel using a barcode font, but this would help us move from Excel into smartsheet for generating pick requests.
Employee Training Matrix/Organizer
Hi Smartsheet Community! I am looking to reorganize my company employee training documentation and records. I figured my best bet was to reach out the community and see if anybody had access to a good template. Thanks in advance!
Quote Tracker Project Template
Looking for a project template for tracking quotes from multiple suppliers for a long list of parts.
Rows
Has anyone had problems with rows moving radomly? Any ideas on how to prevent this?
Smartsheet Roll Out
Does anyone have advice on how to successfully roll out Smartsheet in a smaller company (30 people)? We purchased the deployment package but I'd like to hear from other users what challenges you encountered and how you overcame them. Does anyone have a project sheet they used for deployment they can share?
Opening a Report from a Chart Widget
I have a dashboard with a Chart widget. The "Edit Interaction" behavior is set to open a Smartsheet item, specifically a report. Is it possible to open that report in a separate browser tab? This is my second dashboard, and I'm struggling to see how to make that happen. My first dashboard was prior to the last Smartsheet…

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Dashboard Metric Widget Not Updating with Current Backend Sheet Value
Hi all, This is from a sheet that uses a formula to count down / display the number of days til end of Quarter. What is happening: Displays 37 when the backend sheet actually says 34. The dashboard does not update until I click to open the backend sheet then the connection seems to go through to update the…
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…
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…

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