Using Smartsheet

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

Discussion List

  • Web Form: Multiple Similar Entries
    In Using Smartsheet
    Hello, When more than a handful of similar entries (with minor variations) have to be submitted via web form, is there a way to have the form keep the previous data so that it can be submitted without the submitter having to retype every f…
    Answered - Pending Review
    8 1
    Answered - Pending Review 8 views 1 comment Most recent by Andrée Starå
  • Smartsheet forms with text formatting
    In Using Smartsheet
    Hello. Is there an option to allow text formatting/editing (such as bullet points, bolding, italics, hyperlinks) in a form linked to a smartsheet? I have a column in a sheet named description, which I would like users to give a comprehensi…
    ray Profile Photo ray
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    1.9K views 9 comments Most recent by Andrée Starå
  • Restricting Text/Number Columns to a Format
    In Using Smartsheet
    Hello all, I have dug around enough to be certain that there is no feature to restrict a column to a certain data type (i.e. restricting a text/number column to only be 6 numeric digits). This is something that would be extremely useful t…
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    328 views 2 comments Most recent by Caroline Sheldon
  • How to get "Auto-Number" to AUTOMATICALLY start over at "1" on the first of each year?
    In Using Smartsheet
    I'm using auto-number on several sheets. Each is set up to include the year. How do I get it to start over at "1" at the beginning of each year WITHOUT having to go into the sheet and manually edit the 'Starting Number' value?
    Unanswered
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    Question 8 views 0 comments Started by Ami Veltrie
  • Form - Require fields in specific text formatting
    In Using Smartsheet
    I hope there's a way to do this, as it's frustrating with the limitations, but is there a way to make a Text or Contact List field on a form, require to be entered into a specific format? For example, I need the user to enter a valid emai…
    Answered - Pending Review
    6 3
    Answered - Pending Review 6 views 3 comments Most recent by Caroline Sheldon
  • Is there a way to format text on a form?
    In Using Smartsheet
    We would like to be able to perform additional formatting on our forms - to underline/bold text or have some text be a different color. Is there a way to do this that I am missing? I've reviewed the forums and help articles and haven't f…
    Accepted
    277 4
    Accepted Answer 277 views 4 comments Most recent by Caroline Sheldon
  • Fill Form Anonymously as Administrator
    In Using Smartsheet
    Hello! My manager has the only license in the company, so he's the administrator, I suppose. Is it possible for him to fill out the form with the anonymous web-form email address? Can we change what's already associated with his work email…
    Unanswered
    8 0
    Question 8 views 0 comments Started by skyo
  • Work Insights- picking up data from a sheet that was "saved as" into a new sheet
    In Using Smartsheet
    I am using a sheet that had been a save as of a prior sheet. When I try to create a work insight it is still picking up all the rows in the prior sheet (picking up 107 rows instead of only the 19 rows in the sheet) How do I get this to res…
    Answered - Pending Review
    17 5
    Answered - Pending Review 17 views 5 comments Most recent by beckyb27
  • Create report with text from multiple columns but stacked vertically in rows?
    In Using Smartsheet
    We have text heavy smartsheet with below columns: Company Name | Question | Summary Response | Answer 1 | Answer 2 | Answer 3 | Answer 4 The 'company name' column contains various values. We want to prepare a report for a specific company …
    Answered - Pending Review
    22 1
    Answered - Pending Review 22 views 1 comment Most recent by Genevieve P.
  • Thousands Separator missing in Report Sum's
    In Using Smartsheet
    Hi all, I went through a similar issue with sum's not showing dollar signs, and managed to track down the underlying sheet culprit that was not formatted correctly. Now I am having issues with the thousands separator comma missing on all …
    Answered - Pending Review
    12 1
    Answered - Pending Review 12 views 1 comment Most recent by Tim Starkey