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Smartsheet Basics

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

Changing Email Addresses
Hello, My colleague created an account for me while trying out smartsheet. We've since started a full implementation of smartsheet and I need to pull my old e-mail address over. Problem is that smartsheet is telling me that the e-mail address I want is in use by another account (even though I've deleted the account used in…
Allowing View / Access Of Certain Data To Other Users
Hi, I'm currently creating a sheet with numerous tasks that will be 'Assigned To' other Users. I would like to have the other users only see and edit their tasks, and not have any access to the other Users' tasks. Is this possible? Thank you, Lloyd
Fiscal month issue
I cannot figure out for the life of me how to write a formula that would populate "Fiscal Month Due Payment" based on the data on "Payment Date", the first three columns are the fiscal months information, the highlighted area are the results where I'd like to get a formula to do it for me.
Visual indicator for row of selected field
A visual indicator that identifies the entire row of the field that has the focus would be fantastic. So when I am typing in a field, I can more easily scan the entire row to make sure I am in the correct row. Basically, the same functionality that the mouse pointer has but for the currently selected field. Of course, the…
Cross sheet links automatically update with new rows
I'm working on developing master sheets for my group that other researchers will link to. They will use this information to inform capacity and resources. How do I ensure that if I've added a row to the master sheets that it automatically updates their sheets?
Searching Multiple Pages in a Report
Hi, Not sure if anyone is sharing the same frustration as myself with some of the limitations of SmartSheet, but I hit the 25,000 references limit within a month of using the system, and was told to use a report instead by support. This sort of works okay, but then today, one of the team highlighted that as soon as you hit…
Publish Links - Access control
I am the admin for my smartsheet, trying to make the sheet public with availability to anyone. The access control button is grayed out. What do i need to do to get this changed? thanks Marian
Notifications not including attachments or comments
I set up a notification alert to send an update once a column is checked as "done", and was to include all items in that row, including attachments and comments. However, I am not receiving the comments and attachments. Please help.
Report Design - How to show higher level task with late sub-tasks?
I am working on a couple of reports and they are working fine except I cannot see within the report the higher level task which has a sub task that is late. For example: Task Sub Task - OK Sub Task - Late Sub Task - Future. When I get the report to identify the late sub-task, I'd like to be able to see within the report…
Calculating business (working days) in a Leave Application
I need to know the number of working days ie Monday to Friday for each Leave Application requested by workers. What is the best way to do this as most forms have the Start Date and the Return Date which includes weekends so therefore any formulas to calculate the number of days will not reflect actual work days.

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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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