Using Smartsheet

Want to know more about using forms? Interested in better understanding automation? Want to see what's possible with dashboards? Post your question or discussion to Using Smartsheet.

Discussion List

  • Cut and paste form a word doc into Smartsheet cell
    In Using Smartsheet
    Why is S not letting use C&P? I'm a part of a large project that uses Smartsheet.
    Answered - Pending Review
    10 1
    Answered - Pending Review 10 views 1 comment Most recent by Mark Cronk
  • Mindmap / Spider Web views of parent/child and relationship dependencies across worksheets
    In Using Smartsheet
    Hi Has anyone looked at or know of a way to create a more interactive dashboard of a mindmap / spider view of worksheet relationships and parent child dependencies within? I am using smartsheet to manage organisational OKR's and whilst I c…
    Answered - Pending Review
    20 2
    Answered - Pending Review 20 views 2 comments Most recent by Christian Wells
  • Report / Dashboard - Grouping option not working
    In Using Smartsheet
    I added a grouping in a report to organize the display in a dashboard. I want to group the report by type of project and for each type of project sort by go live date. When I am in the report, the grouping works. However when I pull the r…
    Unanswered
    11 0
    Question 11 views 0 comments Started by Anne-Solene Monrouzeau
  • How do I create a widget on a dashboard that can change the date in a sheet summary?
    In Using Smartsheet
    Hello all, I am wondering how to add a widget to a dashboard that can be changed from the dashboard, and change the date in the sheet summary. The date field in the sheet summary changes the information in the summary, and the information …
    Answered - Pending Review
    15 2
    Answered - Pending Review 15 views 2 comments Most recent by Rylan Funk
  • Can you reference the primary column with comments when exporting a report?
    In Using Smartsheet
    When you export a report into excel that has comments associated with rows, those comments show up on a separate tab in Excel. But the "Comments" tab only references a row number, which isn't that helpful when these are used as …
    Answered - Pending Review
    12 8
    Answered - Pending Review 12 views 8 comments Most recent by Ross Novotny
  • # of Tasks Assigned to Each Person from a Folder
    In Using Smartsheet
    Hi All, Working on trying to find a solution to the following. We have a dashboard we'd like to use to understand the workload across all of our standard projects. Specifically, we want to know the number of tasks assigned to each person …
    Answered - Pending Review
    26 4
    Answered - Pending Review 26 views 4 comments Most recent by Brooke Bright
  • Order Execution for Automated Workflows
    In Using Smartsheet
    What order do the workflows get executed in? I have a workflow to move a row, but it can only be triggered right away. If that happens will other workflow items also execute? Other workflows trigger off the same change and I need ensure th…
    Answered - Pending Review
    24 2
    Answered - Pending Review 24 views 2 comments Most recent by [email protected]
  • Removing Unsubscribe Option from Automation E-mails
    In Using Smartsheet
    Hi all, Is it possible to remove/hide the "Unsubscribe" button from automation e-mails? We had a team member accidentally unsubscribe from alerts that were imperative for them to be getting and it rendered the automation workflow…
    Accepted
    10 1
    Accepted Answer 10 views 1 comment Most recent by Andrée Starå
  • Combine "AND and "OR" with filtering
    In Using Smartsheet
    I did not see this topic covered: Is there a way to combine logical "AND" and "OR" when creating a filter? The only options seems to be 'All conditions" (AND)  or "One of the conditions" (OR) Here is w…
    938 views 15 comments Most recent by Tzippy
  • Default value in a cell from dropdown menu?
    In Using Smartsheet
    Hi! I'm creating a tracker sheet for a form. I've added some additional columns to help track the status & other info for the team working on requests submitted via the form. One of the columns is a status column, which as a dropdown m…
    Answered - Pending Review
    15 2
    Answered - Pending Review 15 views 2 comments Most recent by Kate Allison