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Smartsheet Basics

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

Gridview to Dashboard
I am collecting data on hundreds of IDs that are designated by the primary column in grid view. Data is added as additional columns. I'd like to be able to condense the data for each ID, e.g. using a dashboard and 'card view', but I can't figure out how to do this without having to manually create the dashboard for each…
Auto Generate New Rows
Is there a way for a master sheet to be automatically populated by project sheets? What I mean by this is that I have them linked currently but if I were to add a row to the project sheet would it add the new row into the master sheet?
Task not scheduling properly
I have a plan in a smartsheet which isn't scheduling as expected. several task that have no predecessor seem to be staying put. I'd expect them to move to the project start date. I can find no option to change constraint type. I've exported it to MS Project and it exhibits the same behaviour until I review the Resource…
Can I set up a report to auto run?
Hi there, I have a report set up with all of our bidding projects. Every week I go in, change the date to dates greater than "today", then click "Run" so it'll only populate future bids. But now I'd like for it to automatically refresh with "today's" date every day. This way I can have it displayed on a dashboard. Is there…
VLOOKUP
I am having difficulty with the VLOOKUP working. It will work one day and the next time I come back to the sheet it does not work. If I go and update the 1st column in my table then the formula will start working again. The only update I am doing is typing exactly what is in the field over. I have to update all the rows in…
Construction Calender
Hey Everyone, I'm trying to build a Job Calendar. I've input the dates and split it up into Man Days and Man Weeks. My dilemma is this: I need to be able to select a range of dates (ie Jan 1-8) so we can see our expense for that specific week. I've searched everywhere and cannot figure this out. Any help or suggestions…
Integration with SharePoint
When embedding a sheet in SharePoint, is it possible to visual the sheet in "card view"? I'm running my project in "card view" (as a kanban board) however it appears you may only be able to see the project in grid view once you embed it in SharePoint?
Sharing history - Track changes to sharing option
Is there a way to track who made changes to the sharing option of a workspace? I know I updated a group from Admin to Edit a few weeks ago. Now when I look at the workspace everybody is back to Admin.
Resizing columns within "report" widget
When I add the "report" widget to my dashboard, I am unable to resize the columns within each report to make the text appear easier to read. I know how to resize within the actual worksheet, but this does not translate to the way the report widget looks. Any suggestions? Thanks!
free trial
hello, do you know why after only 3 days i lost my free month trial??? i am in a read only form but i want to complet the project tracker and than show it to my director and VP to make onboard to complete the registration... but i can not go further for the moment! please help

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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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