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Smartsheet Basics

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

How do I set a dropdown list column to have a default initial value.
I am have a smartsheet which I use as a tracking log for RFI questions on projects. Each row is a separate question/RFI. One column is the status, which is formatted as a drop down list with a handful of options. I'd like to set that column to default to one of the options on the list. Is there a way to do this? In the…
Alert someone when a row is deleted
Hello, I have this workflow configured. However, when a row with data is deleted from the sheet, the notification is triggered, and an email is sent, but the data from that row is not displayed within the email. Does this workflow notification allow for the data to flow into the notification so the user knows what's…
Is there a way to auto populate a cell with the contact value above it?
I have a sheet with parent lines (deals) and each deal has an owner (contact field). Now under each parent we then have regional child (indented) lines (APAC, EMEA etc). Is there any way that once a child line is created then in the owner (contact) column can then auto-populate with the same value as the parent line.…
Auto Numbering (1, 1.1, 1.1.1, etc)
I am trying to get the Auto Numbering feature to allow row ID numbers that correspond to the level of the task. e.g. Highest Level task = 1, Next row (indented) = 1.1, etc. Is this possible in SS?
Roll up report of reports?
Hi, is it possible to create a report of all reports within a workspace? Use case: I have a WS with sub folders which includes 'project templates'. Within each of these 'template folders' it has sheets, reports and dashboards. To have an aggregrate view I can roll up sheets and have quick link access to those sheets within…
Remove unsubscribe link and other information from automation emails
This discussion was created from comments split from: Removing all of the irrelevant footer information added by Smartsheet to Automation emails.
Unable to save dashboard - user have owner access
I am the owner for the project and when i try to edit and update the dashboard I see error could not save
Does Smartsheet have the capability of tracking external users that complete a Form?
I created a external ticketing system in smartsheet and set up automation for a message and survey to be sent to the person who submitted the ticket. Ticket submissions will come from people outside of the organization and who are not smartsheet users. I use a Contact column to capture their email, thus have the ability to…
Sharing "Board" view and restricting visibility to current user
Is it possible to share a sheet using the 'Board' View while restricting visibility so that only the current user can see their own data? I'm looking for a way to ensure that other users can't access or view each other's information in the Board view. I've tried Dynamic View, but not sure how to set the view to Board View.
Having question about Dashboard and Report
Report issue: I have couple of sheets that has similar column name but when I import them to a report the same name columns doesn't align in the report. I need help understanding how to create the report and avoid multiple columns from different sheet with same names. Dashboard : Dashboard doesn't allow me to change color…

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Attachments not included in email alerts (automation)
Is anyone else experiencing this issue? When I set up an automation to alert someone by email and choose the “link to sheet and specific fields” option, I do make sure to include the attachment field in the selected fields. However, even though the row has an attachment, it doesn’t carry over into the email. That said,…
Automate an attachment to email to requestor
I have a form where, based on data selected a form will automatically be sent to the requestor. In this instance if work is being done outside NYS , then I want the automation to send a file once I receive the alert that it's there, asking to have it completed and emailed back to. So basically when someone submits the form…
Are Automations the BEST WAY to clear a sheet before a Bridge Workflow is run?
I've seen various ideas on how to clear a sheet using bridge before beginning a workflow. However, could it be as simple as this?: Add a checkbox column such as "Delete Row" Use Bridge to change all rows to be removed using an "update sheet" in Bridge. Use automation to move rows out when the row is checked instead of a…

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