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Smartsheet Basics

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

Sheet Editor rights
Hi everyone, I am on a Pro plan and have Admin right. I wanted to share my sheet with a colleague and give them edit rights. When I shared with them, Smartsheet told me that non Members will only have Viewer rights. However, when I shared it did allow me to select "Editor" and my colleague is also able to make edits. So…
why wont my sheets group properly in my report
I created a report to try and get all my projects tasks organized and identifiable by project. I have the report groups by work breakdown schedule sheet, but for some reason my latest sheet will not break out in its own group. in the image below you can see the sheet that is grouping is the template sheet, but the P-0100…
Graphs on a Dashboard - Data selection and display
I am working on a dashboard that shows graphs from a constantly updating subset of data. Data is pushed from Snowflake into Smartsheet via a python script. Ive had trouble creating graphs on my dashboard due to the fact that I cannot select columns as a data set since my dataset grows and shrinks (Graphs only let me select…
I am the system admin but can't access the admin page
Dynamic Dashboard Widget Size
Is it possible to have a Dashboard Widget expand or contract based on the number of rows in a report? I have a number of dashboards that are all the same, but the information varies greatly from report to report. I would like to consolidate white space as much as possible for the ones that only have a little information or…
Using group email account as "Triggering User" for Automation
We are looking at having the automatically triggered alerts to be sent by a group email address rather than an individual. We could possibly do it by associating a license to the group email account but that has a cost associated with it and a last resort. Sending from the organization is too broad for what we're looking…
New USM - Need clarification for a few aspects
Hi, My organization needs clarification about the new USM before we run into issues at renewal. User experience is welcomed, but we also need this info from an employee. Can internal viewers remain viewers and still- Submit Update and Approval Requests sent to them? Will comments remain a field that can be included in…
Sheet Template
How do I share a sheet template?
Invalid Workflow - need help in resolving issue
I have an intake sheet where entries are added needing approval. I have a column set by a formula that looks up the type of request to determine the number of approvals needed. I was trying to send out the approvals right away but the formula wasn't resolving fast enough so I now have another workflow that sest a column…
Proactive with Error Messages - Report
Is there a way I can be proactive about error messages that apprear on my various sheets, reports and dashboards? Like provide me some type of report, so I can go to those pages and get things fixed? I would not even know how to set anything up, as there are multiple sheets, reports, dashboards I manage.

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Sum of values in a column within quarters
Hi All, I need some help. I need a formula for sum of values within one column but I need to count it based on completion date. For context I want to messure how many labels were completed withing Q1, Q2, Q3 and Q4 2026. In my sheet is column with total amount of labels per change and another column has a date of…
Can automated emails from a sheet be forced to individual emails?
Smartsheet is currently combining my automated emails from multiple lines into a single email. Is there a way to force each line to get its own email? I have column placeholders in the subject and body of the message, but it always combines lines into a single email when the automations are triggered at the same time for…
No Support!
We have 4 users who have the basic Smartsheet account. I am aware there were changes recently, but do not understand the terminology or how it affects us. The employees use the bare basics of Smartsheet - update status of tasks, update their timesheet, or training matrix, or HSE tasks i.e. date, complete. As an SME and the…

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