Using Smartsheet

Post a question about using the core Smartsheet application: sheets, forms, reports, automation, dashboards, and more.

Discussion List

  • Yay! Text formatting in Smartsheet forms
    In Using Smartsheet
    Smartsheet forms now have the ability to format text in the form title, form description, and field help text. Check it out and let us know what you think. Style (Bold, Italic, Underline) Text color & highlight color Bullets & num…
    582 25
    Announcement 582 views 25 comments Most recent by mdcatlett
  • Inventory/Products Catalogue and Dashboards
    In Using Smartsheet
    I would like to set up a professional-looking Inventory/Products Catalogue using a Dashboard populated from an inventory availability sheet that also has product pictures attached to each sheet line/SKU, quality test results, etc. Is there…
    Answered - Pending Review
    18 3
    Answered - Pending Review 18 views 3 comments Most recent by Davide Laghi
  • Automation Setting
    In Using Smartsheet
    Hi All, I am trying to set up an automation for a reminder When Action Due Date is reach and all other actions due date that's in the next 30 days (or within that month) and status active, send an reminder email. I tried many times; howev…
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    Answered - Pending Review
    12 3
    Answered - Pending Review 12 views 3 comments Most recent by Mike TV
  • Contact name is not updating
    In Using Smartsheet
    I have a user who we've shared sheets to and her name is not updating. It keeps reverting back to the old one. I've changed her in contacts. Changed her on sheets. She actually appears correct in my contacts but not when I share sheets.…
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    Question 4 views 0 comments Started by [email protected]
  • Project Workflow Automation Help Request
    In Using Smartsheet
    Trying to add more automation to our project workflow through a portfolio. Unfortunately Command Center isn't an option now. 1) A project is submitted through a survey that lands on a project request intake sheet. 2) The intake form is…
    Answered - Pending Review
    18 1
    Answered - Pending Review 18 views 1 comment Most recent by Andrée Starå
  • Using a form to sign up to conduct training
    In Using Smartsheet
    Hello, The process I am trying to create is as such: I need a way for two different levels of employees to be able to sign up to conduct training classes. The classes are mostly different for each employee level, but some overlap to both …
    Answered - Pending Review
    8 2
    Answered - Pending Review 8 views 2 comments Most recent by Andrée Starå
  • How can I get rid of rows that do not apply to my filter?
    In Using Smartsheet
    I am creating a report with any upcoming tasks that are due within the next 14 days. However, when I do that, it pulls in my entire sheet, even rows that are in the future and not within the next 14 days. How can I get this to only show ta…
    Answered - Pending Review
    9 1
    Answered - Pending Review 9 views 1 comment Most recent by Andrée Starå
  • Notification when a specific task changes
    In Using Smartsheet
    Hi. I would like to configure workflows or notifications so that if something changes (say a conversation) in a particular task, then the people who are listed in the notification column will get an email notification. We are going to a…
    Answered - Pending Review
    14 4
    Answered - Pending Review 14 views 4 comments Most recent by Andrée Starå
  • Bar Chart is not scaling to include all data
    In Using Smartsheet
    I have a bar chart with 4 data points: 71, 3, 0, 2. The vertical axis is scaling 0 - 3.5, so it only fits the smaller numbers and it has no bar for the 71. It prints the number 71 under the horizontal axis labels, under the number 0. H…
    Answered - Pending Review
    8 4
    Answered - Pending Review 8 views 4 comments Most recent by Mike TV
  • Personal Report from multiple sheets with non-matching Columns
    In Using Smartsheet
    I have a report created from two source sheets. Both source sheet columns match and the report is good. I can edit all the columns on the report. I have a third source sheet that I'd like to add to the same report. This third source sheet…
    Answered - Pending Review
    8 1
    Answered - Pending Review 8 views 1 comment Most recent by Mike TV
  • Resource View has unclickable Other Sheets
    In Using Smartsheet
    Smartsheet Community: I Can See All my Resources but I can not see all the Sheets they are Assigned to. It Displays Other Sheets. I Own Every Sheet that they are Assigned to. Does Anyone know why Resource View is Only Showing One Sheet an…
    Answered - Pending Review
    52 7
    Answered - Pending Review 52 views 7 comments Most recent by grayminds