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Smartsheet Basics

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

Adding attachments to a generated document.
I’ve created an automation that generates a document and forwards it to the individual specified in a cell. The line item also has several additional attachments associated with it. Is there a way to include those attachments with the generated document?
How to copy row values and not formulas
I have an automation set up that copies a row to another sheet each day. The automation itself works correctly, but the problem is that it copies the formulas rather than the values, which causes the formulas to break and return errors. How can I configure it to copy only the values instead of the formulas?
Dashboard
Hi Team, I'm having trouble pulling data from a sheet into a dashboard, it won't let me select the tabs I'd like to use. Any tips?
How to incorporate a hyperlink to a SharePoint file in Approval automation
Need help: We are using an approval request automation where we would like to incorporate a SharePoint link rather than a file attachment to the request. We have a sheet column with the hyperlink, but it does not show up in the approval email or it shows up as a LONG URL. Needs to function both from desktop computer as…
Guest User with Admin Permissions is unable to edit a Dashboard
I am the owner of a workspace that has multiple sheets and a dashboard. There are 3 Guests with Admin permissions for the whole workspace. They can edit the sheets, but not the dashboard. Is there a different type of permissions or some kind of limitations to dashboard editing for Guests?
Raffle Type System in a Smartsheet Form
I am looking at trying to build a multi-select option raffle form. Lets say a form user has 5 options or "tickets" they can put into a bucket of goods for a raffle. I would like for the user to put in any combination of entering tickets per good that they can with the five tickets they have. I will put in a picture of what…
Shared Workspace not showing up
2 workspaces were shared with me by the same person but only 1 of them populated in my workspaces. The one that actually showed up depends on the second so I need both. I have the notification and email that the second one was shared with me, which I can click on and access the workspace. But since its not in my workspaces…
1st True up experience and challenges
We are going through our 1st true up and the number of members we need is drastically lower than what Smartsheet's had indicated we needed under our annual agreement. Unfortunately, we can only "True Up" and can't "True Down". Anyone else experiencing similar issues? Bit frustrated as we seem to have over paid for what we…
Recover deleted rows?
Hello Everyone, I'm afraid I know the answer, but I'm hoping I'm wrong. I track tickets in a sheet and then move them to a separate closed sheet when they are completed. At the end of each year, I save a copy of the sheet with the closed tickets, rename it for the just completed year to archive, and clear out the contents…
Use of Contact List not working today
I downloaded the request engagement template(s) and modified them for my business. Yesterday use of a contact list for notification was working, today it's not. I have recreated the workflow from scratch and added a new contact list column as suggested in blogs sequentially. Still not working. What does work is when I…

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Set Default Value in Form that is NOT a Dropdown Value
Hi! I have a sheet that has two form that feed into it. This is to report on Closures due to Staffing, Weather, and Facilities. One team submits closures for Staffing and Weather, while another team only submits Facilities. When I created this set up I have it so the one team gets asked "Reason?" then they can select…
Email notification Lay out
Recently, I got an inquiry if there was any changes or update made in Smartsheet that made the lay out of the email notification change. Specially the Details part. It use to be on a vertical layout but recently we were seeing that it became horizontally. Is this a recent update with Smartsheet?
Master Project Plan
I have a massive project that spans across multiple regions. I want to segregate my plan into region sheets so when I update each individual plan the master plan will be updated. How can I do this?

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