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Smartsheet Basics

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

I can't see/manage my Alerts & Actions
Hello, I have a problem concerning Alerts & Actions. When i first press it in the toolbar I can see that I have 10 Rules. But I can not go further to manage them. Anyone experienced the same problem?
Sending Email as an Attachment
I have an email scheduled to send a sheet as attachment. I've selected excel as the document type, however after I add the schedule, it changes back to PDF and when it sends it goes as PDF. How do you make it stay with excel as the document type?
Unable to save data to the database
I created a new workflow/smartsheet. Filter seems to be ok and update summary comes up with the correct amount of rows and information. But when I select Save Workflow it complains with !An error occurred, Unable to save data to the database. Anyone else having this problem?
SUMIFS Issue
Hi, I have a client master list on my Smartsheet and I want to get the total monthly fee of those clients that have an "Active" status Both the monthly fee and status are in my Smartsheet and when I tried using =SUMIFS(MONTHLYFEE:MONTHLYFEE,STATUS:STATUS,”Active”) I got an #UNPARSEABLE error. Please help. Thanks!
SUMIF vs. SUMIFS
I am looking to add the total hotel night stays from multiple labels in a single criteria column. This is my formula, but it results in "0" which is incorrect: =SUMIFS(NIGHTS10:NIGHTS38, AFFILIATION10:AFFILIATION38, "Researcher", AFFILIATION10:AFFILIATION38, "RAN", AFFILIATION10:AFFILIATION38, "ECD awardee") NIGHTS:NIGHTS…
Project Cost Calculator Smartsheet
I am looking for a template in smartsheet that I can use to build costs for projects and training courses we conduct. I noticed that on the smartsheet website advertisement it says that smartsheet has the solution. My goal is to program some of our costs to do business with certain rates and then send forms to the Program…
Can Barcode Scan return Sheet Data and Auto Complete Form?
Hi! Help!! I'm working on a Sheet to help with our Kanban System. As an employee takes a part from the Kanban Bin, we would them like to scan a QR code of the part taken via a form and the barcode reader on his smart phone, we have set up a test sheet using a lookup table of all parts (on a separate sheet "inventory") then…
Only print field in form when value is not zero
I have multiple columns in my smartsheet that may or may not get filled in ($), depending on the specifics of the permit. I do not want the fields that remain $0 to print or show up on form. Only fields that get filled in with a dollar amount need to show up on printed form. Can't seem to figure this out.
Date validation
Hi... I tried search on validation of Dates, especially while selecting while selecting dates from form. I need to restrict use of past dates and user should be able to select dates which is today or ahead of today. Please suggest.
Published Reports Filtering
I have a customer that is using a published report and they want to be able to filter directly in the published version. Since the source data sheet has the information for all our other customers as well, I do not want to share any sort access to that files. Any help/advice would be great. Thank you!

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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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