Using Smartsheet

Find answers to your core Smartsheet application, add ons and integration questions, here.

Smartsheet Basics
Post a question about using the core Smartsheet application: Sheets, Forms, Reports, Dashboards, and more.
Add Ons and Integrations
Ask questions about Control Center, Dynamic View, DataMesh, Pivot App, Calendar App, WorkApps, or Resource Management. Discuss connecting Smartsheet to your other systems with integrations such as Bridge, Data Shuttle, the Jira connector, and the Salesforce connector.

Recent Discussions

Reupload Data with DataShuttle
Dear All! I would like to create a tool which uses Data Shuttle. Basic idea is to ask user to upload attachment (via a form) which would trigger a data shuttle and info in the attachment would go to a transition sheet from where it would be moved to the target sheet with automation. It works nicely, however, I need to…
Can reports be sent from a Task Id?
Hello All, I currently have a daily report automation set up to send a report out at 7am daily - The recipient receiving this report will see if coming from my email address, I assume because I am the owner of the sheet? Is there a way to change this email address so the report comes from a task id, eg -…
Can I make the default values in a field specific to the selection of a previous field?
I created a form with 2 top projects X and Y and want to see different default values when selected project X than project Y , whilst keeping the same fields. Thanks,
How do I make multiple forms (duplicated) stand on their own to populate the same sheet?
I duplicated a form three times, how can I make them stand on their own to populate the same form? Now when I make a change on one it duplicates that change to all three forms.
Incomplete data when data shuttle is run
Hi guys I have been using data Shuttle to upload report from my one drive since few months ago and it's been working perfectly until today. Everything I'm trying to run were showing the yellow icon with exclamation marks. When I check my target sheet, only half of the data were uploaded. I've recheck my mapping and nothing…
Workflow to send out FIRST attachement in a row ONLY
Hello Smartsheet Community, I would like to send out an attachment via a workflow (Alert somebody), however this workflow should only start automatically for the first document which is attached to a row. Background is, that an attachement is created automatically by another workflow (=Generate document). This document…
Multiple Approvals based on Multi-Select Field
Hello, I'll apologize in advance as I'm new to Smartsheet so this may be basic. I'm working on a Application Change Access Form for our office and have the form working where it sends an approval email once it is submitted. However, I'd like to take it a step further. There are 5 different application options in the form.…
How do I change my profile photo?
Is it possible to show all or selected sheet rows on a form?
I am tasked to show all active rows from a sheet in a Smartsheet form where users can select which one they want to de-activate and provide business reasons and justifications. Is this possible?
Workflow - when box is checked
Hi there, I feel like this is an easy one, but for some reason I'm a bit confused about how to get it done - I want to trigger an alert when a box is checked - either when the row is added or when it is checked at a later point. I was going to do 'when rows are added or changed' and 'xx' box is checked, but, I don't want…

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Can I make the default values in a field specific to the selection of a previous field?
I created a form with 2 top projects X and Y and want to see different default values when selected project X than project Y , whilst keeping the same fields. Thanks,
How do I change my profile photo?
Is it possible to show all or selected sheet rows on a form?
I am tasked to show all active rows from a sheet in a Smartsheet form where users can select which one they want to de-activate and provide business reasons and justifications. Is this possible?

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