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Smartsheet Basics

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

Viewer Send Email and Add as a Comment
Is there a way that someone who only has Viewer access can send an e-mail to Smartsheet which adds the content of the e-mail as a Comment? As far as I understand, they do not have the ability to add Comments directly, since they only have Viewer access.
Non-Task Related Project Description/Information/Demographics
Is there a way to add Non-Task Related Project Description/Information/Demographics to a project without using rows? I feel like we need a demographics page that we can add non task data.
Dashboard and Printing as PDF
Hello - Hoping someone can help. I've created a dashboard that looks fine on the screen and when published via a URL. The problem I'm having is when I print to a PDF the fonts are very small. The document is almost unreadable. Is there anyway to change it so the text look bigger. Just a couple things to mention: 1. The…
Macro or VBA funtions
I'd like to be able to create a macro or VBA code that would allow me to create a job folder on our local server using data from my smartsheet. The VBA code in Access looks like this: Private Sub cmdCreateCaseFolder_Click() If Dir("\\MA021SFS01\NorthEast_EWP\2018CaseFolders\" & Me.Project# & "-" & Me.Project Name & "-" &…
What does the little blue man icon in sharing mean?
Hi, What does the little blue man icon in sharing mean? Its on some but not others, see the little attached picture thanks
Calendar View - Click into Inforamtion
Hi I've built a number of calendars of a report but when i click on an event in the calendar to get the rest of the information its bring back all of the information from the original source. I only want the information which is in the report. How can i get the calendar just to show the detail on the report that the…
Multiple Selections from a Drop Down
Hi, am creating a smartsheet to collect certain client information & documents to provide a certain service. While creating a form which could be sent to my clients, I've realised that it only allows for a single selection of a document off all the documents that I've listed in the drop down. However I need multiple…
Where can I put completed, abandoned, or inactive Workspaces?
We have completed projects, or abandoned projects, with Workspaces. We don't want to lose them, or archive them to Excel - especially since the abandoned projects could come back to life one day. The problem is we have so many workspaces, the inactive workspaces are junking up the folder list. Is there anyway to create a…
Charts referencing cell with formula
Hi, having an issue with charts. I'm thinking there must be an easy solution that I'm missing. I am trying to create a chart in a new dashboard. When I select the data from a sheet or report, the following error comes up "Invalid Data. To create a chart you must use numeric data". The data in the cells I selected are…
Actions that Trigger Actions
I am trying to chain Actions to automate an approval process. I have column called "Process" that has the following Dropdown values: * School AD Review * School AD Approved * District AD Review * District AD Approved * District Finance Review * Approved * Denied I want to use the changes in this the "Process" cell value to…

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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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