Using Smartsheet

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

Discussion List

  • Dashboard Functionality
    In Using Smartsheet
    I have a dashboard with numerous charts on it and earlier today I was able to reduce the data on a particular by clicking on an individual series. After working on underlying data on other reports, the chart that I initially tried to redu…
    Unanswered
    19 0
    Question 19 views 0 comments Started by Pamela Wagner
  • Smartsheet policy for your organization?
    In Using Smartsheet
    Asking this again since the thread I found did not have many responses - has anyone written a Policy & Procedure for your organization for rules around using Smartsheet? Looking to cover: User management- who gets licenses/levels of ac…
    Unanswered
    16 0
    Question 16 views 0 comments Started by Sarah Dobson
  • Card View - Can new Cards be added to the top of each lane
    In Using Smartsheet
    Hi, When adding a new item in Grid view, a new card gets created in Card view at the bottom of the appropriate lane. I am wondering if it is possible that when a new card is created, is there a way for the card to be added to the TOP of …
    Unanswered
    6 0
    Question 6 views 0 comments Started by Blake S
  • Query String
    In Using Smartsheet
    I see that you can use a URL query string to fill out info automatically in forms (https://help.smartsheet.com/articles/2478871-url-query-string-form-default-values) it mentions that you can have the "Send me a copy of my response&quo…
    Accepted
    4 1
    Accepted Answer 4 views 1 comment Most recent by Andrée Starå
  • Conditional Formatting - One rule on multiple columns
    In Using Smartsheet
    Hello, To make our Smartsheets more legible when used for input requests, we use conditional formatting.  For example, if we have a table used for percentage-splits with 12 columns and 100 rows we generally pre-populate these inputs wher…
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    1.7K views 12 comments Most recent by MMiles
  • Backup is Pending for more than 24 hours
    In Using Smartsheet
    Hello, I requested a backup on 9/20 and it is showing pending until now (9/21 - after more than 24 hours). Please, what should I do? Thank you
    Unanswered
    6 0
    Question 6 views 0 comments Started by Lu Furtado
  • Reporting Indicators
    In Using Smartsheet
    Hey All - I'm creating a graph in SmartSheets, and wondering if there's a way to create an indicator (line, tick-mark, etc.) that would show as part of the graph where I could mark certain changes. In this graph, I'm showing Employee Capac…
    Unanswered
    7 0
    Question 7 views 0 comments Started by Mike Rini
  • Why don't my update requests come via email?
    In Using Smartsheet
    Hello. I do not receive notifications of update requests. The update requests are being created, and show up in the "Requests for You" section on the home page, but no notification (via email or push notification) is coming. I wo…
    Answered - Pending Review
    9 2
    Answered - Pending Review 9 views 2 comments Most recent by Laresa Simpkins
  • Importing Excel File
    In Using Smartsheet
    Every time I import an excel file into Smartsheet, I save it, and then when I go back to the sheet all of the information is gone. It is not saving anything from the import. Why is this happening?
    Unanswered
    5 0
    Question 5 views 0 comments Started by Alexandra Omobono
  • Sharing report without providing access to underlying Smartsheet
    In Using Smartsheet
    Hi, Is there a possibility to share just the report without providing access to the underlying sheet to key stakeholders? I know that this is possible using the dynamic view add-on but does anyone have any sort of work arounds to be able …
    Accepted
    405 14
    Accepted Answer 405 views 14 comments Most recent by Caitlin Smith