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Smartsheet Basics

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

Configure Form
Hi, needed your help, i have a questions: * Is it possible that a collaborator enters the form the Smartsheet automatic detect it, take his name or mail and shows it inside the form?
Configure Form
Go to section according to the answer within the form: How to configure within the form the possibility of showing a question, based on a previous answer?
Auto Formatting Based on Previous Rows
I have a smartsheet that is populated by a form, I set up a row at the top of the document that I hoped would set the formatting for the rest for the rest of the document. Based on my experience doing with this in other smartsheets, this seems to work. But in this case the formatting doesn't seem to be applying to new rows…
Taking picture within smartsheet forms
Is it possible to have a picture taken within a smartsheet (mobile) form be attached as a pdf instead of a jpg? Whenever i go to attach a picture and take a picture within the form, it gets uploaded as a jpg. Thank you - Carl
just signed up and wondering how to access the integration apps
Hi Everyone, I am a newbie to the smart sheet system and already loving what it can do. I am wondering how to go about linking the software to my office 365 account can anyone help me please
Shortcut button of sorts for a Project template
I have many projects in a Project Management workspace. The project sheets have a section to order materials for projects. I have a GRID Sheet in another section of Smartsheets that creates purchase order numbers and has a brief description of materials ordered. I would like a shortcut on each project sheet that would…
New Alerts and Actions Functionality
Does anyone know how to change a notification to include MULTIPLE criteria before sending. As of right now, all I have seen is OR when adding a condition, not AND.
How to Publish Calendar with Filters
Hello, I'm new to Smartsheets. I wanted to build a calendar that anyone (without smartsheets license) can view. However, when I publish the calendar, the View-Only version does not include any of my premade filters. Is there a way to publish the calendar where the viewers can use my pre-made filters? Thanks!
Formula not auto-populating
I have several sheets that are identical. I actually created the additional sheets by using Save as New. In all sheets when I enter an open date, follow up dates are supposed to auto-populate based on a formula (example =[Open date]12 + 2). In some sheets it is working fine, in others sheets, it is not. What could be…
Workspace Auto-sharing
We've ran into some issues recently, with new employees creating workspaces and not sharing them correctly (either not sharing them when they need to be or giving incorrect permissions). Is there an option to set up auto-sharing for workspaces at an account level? Thanks.

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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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