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Smartsheet Basics

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

Best practice sharing of links to forms
Hi I am ready to share several Smartsheet forms with my entire organisation (and some external consultants) - currently less than a dozen people - but growing quickly. I am currently the only licenced Smartsheet user. I only want to share the links to the forms, not their respective sheets, to the entire organisation. I am…
Use same column type and values on multiple columns
I have 150 columns that will have the exact same column type and values (drop down list with the exact same values). How can I apply those rules to all the columns without having to open each one individually and manually applying the formatting? Thanks
Using Contact Lists within a Form
Can we use a contact list within a Form and allow multiple individuals to be selected like when working within the sheet itself?
Symbols not showing in reports
I have a large Smartsheet grid that contains important information against a list of devices. Some of this information shows the status of some testing and is displayed as symbols. Rather than share the whole sheet with staff, I would rather share a selected few columns in a report. However, symbols & dropdowns do not…
Send an update request to a contact in a contacts column on the 1st and 7th of the month
When setting a recurring update request directly from the row, you cannot direct it to send to the person in the contacts column and when you set an automated action you cannot set a frequency based on the day of the month.
How to represent the Gantt chart on a Dashboard?
Hello There, We have a project plan and would like represent them on a Dashboard. How we should proceed ?
Removing Multiple Link
I have created and tested a few examples of the master sheet where it links data from two base sheets. The bases sheets are maintained by my team and I don't require any changes. I have successfully done so but due to me testing a few times, the bases sheets are showing, each cell, data is outbound linked to <unknown…
Using a checkbox to countif
I am trying to count based on 2 criteria if checkbox is checked. So far it only returns a zero value when the checkbox is checked. Here is what I have... =COUNTIFS({Real-Steel Estimator Review Total Loss Tes Range 1}, "true", {Real-Steel Estimator Review Total Loss Tes Range 2}, Appraiser5, {Real-Steel Estimator Review…
Formula for Duplicates
I am looking for a formula that does not count the duplicates so that it can count unchecked boxes. Does anyone know of one?
Formula Auto populate
Hi, I am facing a challenge..when I submit a new form the formula is not auto populated in that row..Please advice. moreever, I am using a IF error formula this does not show blank like its does in Excel IFERROR(IF(VLOOKUP([ES_Code]1, {Lookup Sheet Range 1}, 7, 0) = [Audit fees are denominated in this currency]1, "Yes",…

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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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