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Smartsheet Basics

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

Bug with checkbox fields
I created a copy of a sheet that contained checkbox columns (restricted to checkbox only) and deleted the existing data. This then made the checkbox fields inoperable as it didn't accept the checkbox (even on new rows).
Updating rows without re-running filters
Hi. I'm an active user and have a filter that hides "done" rows. As I'm working, I frequently marking stuff as done, but it rarely if ever hides the rows with that new information. In order to make the rows actually hide, I need to turn off the filter (which causes a page reload), and then turn it back on again (yet…
Calculate Age
=IF(ISDATE(DOB1), IF(MONTH(DOB1) > MONTH(TODAY()), YEAR(TODAY()) - 1 - YEAR(DOB1), IF(MONTH(DOB1) = MONTH(TODAY()), IF(DAY(DOB1) > DAY(TODAY()), YEAR(TODAY()) - 1 - YEAR(DOB1), YEAR(TODAY()) - YEAR(DOB1)), YEAR(TODAY()) - YEAR(DOB1))), "")
Using Reports & Editing Columns with Formulas
I have created some reports. I have a column in the report that it is currently not allowing the report users to edit. There is no protection. I am presuming that it is because there is a formula in the cell. Is there any way to allow report users to edit the formula in the cell. In this report we would occasionally ask…
Filtered Views for External Collaborators
Hello, i am not sure what the best way is to accomplish this. I have a smartsheet that i would like to collaborate with outside vendors. I would like to avoid chopping up the data and giving every vendor their own sheet. I will be adding new data weekly. Update request won't work because they could be getting 20+ lines at…
Revenue Formulas
Hello I need to take our revenue and break it down into revenue per month, and revenue per quarter and return each value into a separate cell. So take extended sell based on month (I have another column on my sheet called Date Shipped) and add it all up into a cell. Same for the quarterly. I would be open to having the…
Resources allocation / staffing at hourly granularity
Hi. we have the need for a tool that will allow us manage short & simple projects (hours/days) for our team. Something like Float.com. As we are using Smartsheet already, i'd prefer to find a solution that utilize SS, instead of bringing to the company another solution. But - I didn't find a way to work on an hourly basis…
Need help with a recurring report formula
Hi. I am new to Smartsheet and it has been a while since I have done alot with formulas in Excel. I am setting up a report tracker for our organization that will have recurring reports due on a weekly, monthly, and quarterly frequency. I need some help with a formula to automatically adjust the next due date so that…
Automatic blank top row
Hello, Currently when I type into the last row of a sheet it adds a new blank row on the bottom of the sheet. Is there a way to basically reverse this so that the row is constantly added to the top of the sheet?
Calendar View
My conditioning format does not show when I view my smart sheet in the "calendar view". Any suggestions?

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Autopopulate an email address with each new row
Hello, Community! I am trying to set up an automation that adds a specific email address to a field with the creation of each new row. It should be very straightforward but does not seem to work consistently. Trigger - when a row is added Condition - if a specific contact info field is blank {{Notify XYZ}} Action - assign…
Filtering out Status based on two criteria - Not working!
Hi, I'm at a loss and could use some guidance please! I'm running a report from my project plan to see Customer Tasks Statues by Phase if status is not "Complete" or "Not Required". The Complete status don't show but the "Not Required" do. I have tried all the options (Is not blank, Is not equal to, does not contain, is…
Percent showing up in thousands
Hello, why is my 32 showing 3,200% instead of 32%

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