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Smartsheet Basics

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

Limited Access to Report Builder
We have been using a very simple report to pull information from a single sheet. The report has been working fine for several months. Today I was notified (& verified) that I am the only person who can still edit the report via report builder. Everyone else is stuck viewing the information I last searched for and cannot…
Dependencies on GANTT view
Hi, I am struggling to get sub tasks report as I think they should. Example in screenshot. Basically, if I have sub tasks, then I want to have the heading task report the last date when ALL the tasks are complete. At the moment, by default, the main task shows when ANY date is entered in "Finish" which if sub tasks are…
Copy/Paste Text Into Edit Window - Calendar View
Working from calendar view - when editing rows we are unable to copy/paste text into our "comments" field. We are only able to manually add text. Same for editing rows from the search option. We often have a large amount of text to add there, so the copy/paste function would really help. I hope this makes sense.
Regularly request updates
I'd like to send a weekly alert/action to remind each owner on the sheet to go into the sheet (not using a form) to make their updates. What's the best way to do this? Thanks!
I can't find my work!
hello, I am new to smartsheets and I am trying it out for 30days. I did some work on an imported spreadsheet and thought that I saved it but signing into my account today I can't find the work! what "open" brings up are the workspaces with only new rows available. Please help!
Card view filter Current User
Hi, I have a form to submit new request items. I've added a "Created By" system column to cupture the user submitting the request. After a user submits a request, this column contains the user email address. I've published a "Read Only-Full" Card view for the users where they can see all the submitted items. I also added a…
Querying a column from another spreadsheet
I have two tasks sheets. I use one to monitor "projects". I use another to monitor "tasks". I would like to add a column called "Associated Project" to the tasks sheet. I know I can go in individually to each cell and have it link to a cell in the projects sheet. I also know I can set up a dropdown list with a projects.…
DASHBOARD & MONTHLY REPORTING
Hi. I have a Dashboard that reports my team's activity/request. However, it reports everything from the initial entry to date. How can I only display activity from the current month (automatically)?
Hyperlink in email notification that redirects to the relevant row
Hi there, On receiving email notification, there is a hyperlink to navigate to the sheet. In this case, user has to find the row in the relevant sheet among hundred other rows. Is there a way, where a hyperlink can directly navigate to the affected row rather than the sheet. So in case of multiple rows in email…
Web forms, is it better to add at top or bottom
I have been using web forms to populate existing sheets with new data. But I have a question as to whether it is better to have new data at the top of the sheet or the bottom? 1. I see that updates are referenced by row number, so if I have data come in and an update request is sent out. And then new data is added at the…

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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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