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Smartsheet Basics

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

Resource management
Hi everyone, does anyone have any experience with resource management of people with different availability in a week? As far as I understand, Smartsheet is taking 8hours a day for each resource into consideration. Thanks for any help. Pavla
Automated Status Ball color change
I have the following formula shown below that changes the Status symbol (Gray/Green/Yellow/Red) based on the Phase/Risk/Change Implementation Date. I tried to update it for a new Phase "Canceled" but I keep getting the error #UNPARSEABLE. Is this due to the fact that I'm trying to have both the Phase "Operationalize" &…
Is it possible to have Sheet A populate information into Sheet B if a checkbox is checked?
Is it possible to do the following: Sheet (A) - A checkbox is checked in Row 4 Sheet (B) - Automatically pulls in a text-field that is in Row 4 If so, how? The purpose is to roll all "At Risk" Description Fields into a summary sheet for the executives to review. Reports won't work for they need to be able to type their…
Average Formula Issue
In my project, I'm trying to find the average of a few cells (in some cases it is only one cell), but I keep getting a #DIVIDE BY ZERO error message. Do you know why?
autonumber column exceptions based upon a checkbox
I have an auto number column that I use to assign an employee number to new employees. From time to time we re-hire a termed employee, in which case we do not need a new number - we would just use the old. I have included a checkbox if the employee is a rehire. My questions is - how can I have the auto-number column not…
Count if column 1 matches column 2
I'd like to create a formula in a summary cell at the top of my sheet that counts rows in which the value in 1 column matches the value in another column at the same row. I'm hoping to do this without creating a helper column. Example: Col1 Col2 1 1 =1 2 2 =1 3 0 =0 4 3 =0 5 5 =1 I'm guessing there is an obvious answer,…
Will Alert work more than once?
In our order tracker, we have a field that is a checkbox when a revision is needed. When it is checked it sends a notification to the appropriate team. What we are running into is once that revision is completed and checkbox unchecked, the next time that checkbox gets checked (for a second revision) there is not a…
SmartSheet Reports
Hi all, My reports are not being updated. I have logged out and refreshed the report builder but still no updates or changes. Anyone else having similar issues?
Convert Form to PDF
Hi, I would like to be able to convert a completed Smartsheet form into a PDF document, either prior to submitting the form, or from the entry in the worksheet once the form has been submitted. Is there any functionality within Smartsheet that will allow me to do that? Thanks.
Change Links in @ Mentions and Alerts/Notifications
Hi there, Checking to see if this is a feature before I submit a Product Enhancement Request. When our users get an @ mention in a comment or manipulate certain columns via reports Smartsheet kicks off some automated e-mails based on the users preferences. In those e-mails are links to the sheet where the comment was made…

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Remove workspace shared users from 1 sheet
We are working on setting up our Career Reviews in Smartsheets. We have a group of all staff that has access to all sheets in our workspace. I want to remove them access from just the Career Review Sheets. When I do that it says it will remove them from access to the entire workspace, which is not what we want. The only…
Schedule Dates Minus 2 days Except Weekends
I'm trying to figure out a formula. I have a customer that requires a 2 day notice that my crew will be onsite to work. I have an automation set up to remind me to send the store an email 2 days prior. In my "Notify Store" column I have a formula for schedule date -2, but I don't know how to exclude weekends so that the…
PDF Generator Automation Attachments
I've set up an automation to generate a PDF when a row of data is submitted via a form. I have another automation to generate the PDF again each time data in the row changes. I am finding that the subsequent PDF attachment is replacing the first in attachments. Is there a way to have the subsequent PDF added as an…

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