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Smartsheet Basics

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

Safe Sharing Request Form & Automations?
I just returned home from ENGAGE and learned about Safe Sharing. The presenter mentioned there is a form that could be set-up for those to request someone be added to the Safe Share list for a set period of time and then have that sheet set-up with automations to alert someone if they need to be changed. I was wondering if…
Copy row function not working
Good day Smartsheet Gurus, I have a user that is experiencing difficulties with copying over rows from one sheet to another. They have access to both sheets and have had success in completing this task in the past, but it will not work for them now. I tried from my account, and I did not have any issue copying over the…
Last date formula question
Hi everyone, I have a sheet that has various steps for people to complete. As they complete their task, the date is recorded that it is completed. What I would like to show is most recent date of completed so that I can show the last step completed date and then what the last step completed was (the column title of the…
Smartsheet Support Issue
I'm currently having issues with my Smartsheet environment. I pay $72/mo for 3 licenses when I only need one, yet when I have issues my support ticket has remained open for 2 weeks without being assigned. I've looked for help within the community, however when I posted my question a simple response by a random user marked…
Creating a Kata chart in Smartsheet
I am trying to replicate a Kata chart in Smartsheet and need help.
Contact List Type Time Outs
Has anyone been experiencing any difficulty when you add a Contact Column type and try to add names? Seems to be happening on all my Smartsheets instances. Two separate accounts on two separate machines, only on the contact column when I try searching for names. Basically when I go to add a name for the drop down this is a…
Name missing from users
Hi All. I am still getting used to the new seat types and true up process. One thing that has perplexed me is there are times when users show up in my Seat Types and True Up page that does not contain the persons full name. I am very OCD regarding the administration of our Smartsheet platform and it bothers me this…
Viewing Data After Automation
I have a form attached to an "intake" sheet. That sheet receives the data, then pushes it to one of two other sheets depending on the response in certain fields. The intake sheet, according to this workflow, should always be empty. We had a row push to the appropriate sheet but some fields were missing. I'm trying to see…
Formula to count # of tasks overdue based on date
What is a formula to count the # of tasks that are overdue, based on a date?
Replace column of data from Excel snapshot
I had data deleted from a column in a tracking sheet. (2K+ rows) I pulled a snapshot from the activity log and I want to pull back the data from just the one column. I was told the right process was under File>Import>Update Rows, but I don't have that option under import. Is there another way to do this?

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Electronic signature in document
I’m having service provide agreements for different clients, how to implement a e-sign workflow in smart sheet where a document is generated and sent for signature to the clients.
Sharing Report "Current User" Without Sharing Sheet
Is it possible to share a report with multiple people with ‘view’ access rights but ‘current user’ access rights without having to share the sheet? Currently, I have tried sharing with those settings several times, but the report contents are not visible to the users. When I share the relevant sheet, the report contents…
Seat Request Setting
Good morning, this might be a stupid question but I'm at the point where I need to ask for guidance. I am the new Smartsheet Admin for my company and am getting my arms around all the admin tasks and settings. I saw the article about the new "Seat Request Setting" and I have it as the default, manage new Member seat…

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