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Smartsheet Basics

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

Reports - restrict date range
Hi, Is there a way to restrict the date range on reports with the gantt view? i.e. I only want to see the next 3 months, next 9 months etc. Thanks!
If updates are made to one smartsheet, can it be ported to another?
I have two smart sheets that are almost identical(one is a copy of the other - except I removed 3 columns). I am looking for a functionality such that if updates are made to one, the second smartsheet gets updated automatically! The reason for two smartsheets and updates is because the audience for both the files is…
Is there a way to add attachments to individual fields?
I am working my way through a spreadsheet horizontally and adding the relative attachments to the attachments section to the left of the spreadsheet and labeling them with the same name as the column so I know which is which. My questions is, is there a way to just attach the attachment in the individual field that it's…
Help on RYG formula
I am tyring to write a formula for the RYG balls however I cannot figure out how to get yellow to show when I want it between numbers. For example Red and Green I know as the below =IF($[% Complete]3 < 0.5, "Red", IF($[% Complete]3 = 1, "Green")) However how do I get yellow to show up when I want it >.50 and <.99
Selecting Rows for conditional formatting
Hi, I have put some conditional formatting on my sheet. But there are certain rows I don't want it to apply to. Does anyone know how you can exempt particular rows/cells from formatting? Thanks
Questions from New User
Hello, I am a new user who would like to subscribe to smartsheet however, we have a few questions: 1. If a row, column or attachment is deleted and the sheet is saved, is there a way to get this information back? Is it possible to have a pop up ask if we are sure we wish to delete a column? 2. Does one subscription do both…
Autosave Copy of Sheet Daily
I'm wondering if there is a way for my sheet to autosave to a new sheet daily. What I would want is for it to create a copy of the sheet and save it to an archive folder everyday so I can see the changes that are made day to day. If there is a way to do this please help me out!! Thanks!!!
Auto Fill Date
Fairly new to Smartsheet and even newer to formulas...I think what I'm trying to is basic but may not fit into Smartsheet's structure. We are creating a weekly manpower look ahead spreadsheet. Trying to auto populate the dates for the week based on a parent cells manually entered date (from Calender drop). The dates occur…
Creating an automatic Change Order
I was wondering if there is a way to create a change order in a smartsheet so we do not have the type everything out and it will auto populate pricing?
Filter based on Date
In my sheet I would like to create a filter that hides the completed items that have been checked off but I want to modify it so that the checked items stay shown for a week after they are checked and then start to be hidden after the week. Is there a way to do this? Thanks.

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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…
Inform team on general sheet
Hi, Is there a way, now on a row but sheet level to inform the team whom the sheet has been shared with about modifications done to said sheet. E.g.; I have added locations to a locations column and would like to inform all sheet collaborators on it. Additionally I would like to ask some if moving forward to make a form on…

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