Using Smartsheet

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

Discussion List

  • Relating sheets many to many
    In Using Smartsheet
    Hi there. I am trying to design a set of sheets in Smartsheet to allow two different types of projects to be related to one another. I have species projects in one sheet and site projects in another sheet. I want to relate these two she…
    Answered - Pending Review
    13 2
    Answered - Pending Review 13 views 2 comments Most recent by mfoster
  • User deletion
    In Using Smartsheet
    I hope you are well. I wanted to know if when I delete an account from my plan, the comments it has made over time are deleted or remain intact? Thank you very much in advance.
    Unanswered
    5 0
    Question 5 views 0 comments Started by Ary Rivillas
  • Card View grouped by multiple views
    In Using Smartsheet
    Hi,  Are we able to do multi layer views?  For example, have a view by Status which is further broken down by Assigned To. Similar to screenshot below: project are broken down first by Status, and then by each person assigned to the projec…
    Answered - Pending Review
    9 1
    Answered - Pending Review 9 views 1 comment Most recent by Nik Fuentes
  • Copying contact information from one sheet to another
    In Using Smartsheet
    If my users attempt to copy contacts from one sheet to another, they loose the total contact information. Only the name, as text comes over. Even if both column types are Contact. There does not seem to be an easy way to copy over a list …
    Answered - Pending Review
    144 7
    Answered - Pending Review 144 views 7 comments Most recent by David Dolch
  • How do I select which data from a report to use for a chart?
    In Using Smartsheet
    Currently, my chart widget is defaulting to the entire data set of the report. I just need to shart selected data from it.
    Answered - Pending Review
    12 3
    Answered - Pending Review 12 views 3 comments Most recent by Lidiya S.
  • Chart Colors on Dashboard
    In Using Smartsheet
    Hello, I have a dashboard that has two different charts, one is a pie chart and one is a bar chart. Both charts are pulling from the same data source but assigning different colors for each variable. For example: Location1 is red on the …
    Accepted
    7 1
    Accepted Answer 7 views 1 comment Most recent by Desertbird
  • How do I configure this explain step by step on how to do it
    In Using Smartsheet
    please explain step by step on how I would configure this in the Smartsheets form webpage  How would you configure this in Smartsheets when you enter the OTB number the output form will retrieve only the information on the specific row of …
    Unanswered
    8 0
    Question 8 views 0 comments Started by AJ Sawant
  • Please explain to me step by step on how to configure this in Smartsheets
    In Using Smartsheet
    please explain step by step on how I would configure this in the Smartsheets form webpage How would you configure this in Smartsheets when you enter the OTB number the output form will retrieve only the information on the specific row of …
    Unanswered
    9 0
    Question 9 views 0 comments Started by AJ Sawant
  • Auto Number/System
    In Using Smartsheet
    If I want to set the Auto Number (Ref. No.) to start from the specific row, How can this happen? For example, If I want to start the no. from row 208
    Answered - Pending Review
    11 1
    Answered - Pending Review 11 views 1 comment Most recent by Scott Peters
  • Smartsheets help on configuring getting data to row specific as an output form
    In Using Smartsheet
    How would you configure this in Smartsheets when you enter the OTB number the output form will retrieve only the information on the specific row of that particular OTB number you entered in based on the excel sheet I imported . Please refe…
    Answered - Pending Review
    12 1
    Answered - Pending Review 12 views 1 comment Most recent by Andrée Starå