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Smartsheet Basics

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

A "folder"/link shown in workspace list with all my sheets
A kind of "folder" (as it does not appear with the workspace icon in front of it) named "Sheets" is listed under Workspaces and the content is the same as in my Sheet folder outside Workspace (when I look in the left side menu using Browse). It almost seems like I - listed under Workspace - have created at "link" to…
Is it possible to automatically move a sheet to another workspace or folder?
We are wanting to archive old project sheets. I have set up another workspace for these but currently have to manually find them in my main workspace and drag them over. Is there a way to click a box in the project once it is complete and have it move over to the other workspace? Similar to how you can do this with moving…
Change Cell Value Automation - flag or symbols
I am wondering why you cannot set the value of a flag or symbol using the Cell Change Value Automation? I cannot see how to do it. I have a flag column that I want to let the users manually set to highlight what needs to be looked at and also have the flag set automatically when certain conditions are met. I can't use a…
How do backups work and can I pull one from a specific day?
Greetings, I'm having a weird Smartsheet issue reported today where a bunch of rose have the same description from a previous row and they're not supposed to. I'm not sure how this happened because all of this information is submitted via a form, but I don't manage this grid. I know how to select the grid and say pull a…
Generate Document Automation - Time Stamp
I have a Smartsheet where I leverage the created date column type. I use the generate documents feature to generate a PDF. I have this Request Date field mapped to one of PDF Form field; however, when the PDF is populated, it doesnt use the 10:59am time, it goes with a time 6 hours ahead. Anyone else experienced this and…
Notifications on Comments
Do comments and direct responses to comments generate automatic notifications without needing to create a notification workflow? In a newly created dynamic view, I directly replied to a comment but the original poster did not receive a notification of my response. Or at least they did not see one. Do you have to create a…
Forms - Can I report on locations that have not completed a form?
We are using forms to have team members fill out a "visit report" each time they visit a location. I have a field for location name, visit date, month, etc. Can I create a report that indicates which locations have NOT had visit report completed by month?
Printing Attachments based on Filter Criteria?
Hi Everyone, I am working to print a selection of attachments from a sheet based on certain criteria. There are several files attached to some of these rows, but i am only wanting to download only the files that were saved between 11/1/2024 and today. I cannot seem to get this to work. I am trying to avoid manually…
Best practices for approval process - contact list or no contact list?
Scenario: we are using smartsheets as a single-source tool for job/position requests. Each request submitted creates a row and all information pertaining to that request is held within that row. We need to get approvals from Department Heads for each request submitted. However, we don't necessarily want to create a contact…
Untitled Cards
Hello, I can't for the life of me figure out where to change the <untitled> section of the cards in board view. Any ideas? All the other information on the cards is populating fine, just can't figure out where the untitled comes from and how to change it.

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auto-resend update (or approval) request after 30 days
I have some automations set up where the work is intensive (or people forget) and update (or approval) requests sit for more than 30 days. The notification center wipes these requests out after 30 days and although they sit in email, people seem more likely to completely forget about these completely. Does anyone know a…
Adding Contacts To Contact Columns
In an individual SmartSheet that I'm setting the "Column Type" as a "Contact List", is there a way to add all of my SmartSheet contracts to that drop-down list without individually select folks one at a time? Same goes for "sharing". I want to share sheets with my whole operation (75+ people), but having to individually…
Sending Alert Email based on Contact Column without sharing sheet
I would like to create an Automation to send an email regularly to recipients that are in a Contact column based on some criteria. After setting up the Alert Email it says that I must share the sheet with these people in order for them to receive it. The email contains no information from the sheet other than getting their…

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