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Smartsheet Basics

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

Help automating sharing
I was wondering if there was any way to automate sharing when planning schedules. I have a sheet that has multiple tasks on it, however I only want to share it to the people I assign said tasks to. Rather than having to assign the task and then having to share the sheet individually to every person on the assigned column…
Manpower Tracking with Projects
I am trying to set up a way to track manpower 50+ people plus projects that are ongoing. 2 separate sheets are fine - 1 project summary and 1 manpower. How can i set it up, that i can see who is available, when workers will be on vacation and it will notify is someone is booked for one project so i can't double book them.…
Report not updating when adding new sheet
I have a report tracking all new sheets when added to the folder in my workspace. The report does not recognize this new sheet and I have to manually go into every report (many) to add it to the sheet list. Is this an error in the workspace interface or am I missing a checkbox somewhere?
Averages
Hello all. Thank you for any help you can provide. I have 5 fields containing averaged numbers. I want to roll them all into 1 field to show the average for that specialty. Anyone know of the right formula to use? In English, I have the average for 5 counties for primary care clinics and want just 1 average for the…
Critical Path
Hello everybody, I'm new to smartsheet, however I've already set up my first Gantt Chart. Now my problem is that when I'm on the online page I've a certain kind of critical path, while when I download it (in any format) I see just part of it. The child events are all expanded. Thank you in advance
Document Preview Pane
It would be nice to view documents attached to a row in a preview pane while being able edits the row fields at the same time.
Users in the account
Is there a benefit to having users in the account that are not licensed? What would differentiate these users from being a collaborator? What is the difference between Resource Viewer and Collaborator? Thanks.
Scroll via trackpad not working after update
Anyone else have the issue where you try to scroll through a sheet with a trackpad but the sheet doesn't scroll? This has been going on for awhile and I notice it on all my devices (Surfaces) and on different browsers (specifically Edge) in Windows 10. Mouse wheel works. Happened after an update I think...
Remove Field Header in Card View
Is it possible to remove the column header for selected columns in Card View? For example, I have a column that has a hyperlink to project stuff; project plan, a project folder for docs, project mailer. I do not need to see the header in Card View when the hyperlink is the same thing (screenshot attached). I recall not…
Spreadsheet Pagination or Archive Rows?
Is there a feature or ability to turn on pagination for a spreadsheet? We have a few that have grown large and having lots of rows load in slows down the page loading and responsiveness. Ideally this would let you load the first page that shows rows 1-100, then page 2 would be 101-200, and so on. Anything like this exist…

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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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