Using Smartsheet

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You’ll notice that things have changed a bit. If you need help getting oriented, please take a look at the posts here in the Welcome to the Community category.

Using Smartsheet

Discussion List

  • ray
    ray 75 views 5 comments Most recent by Andrée Starå
    First post 01/14/19,Last post 01/18/20
    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…
    Using Smartsheet755
    ray
  • director62476
    Accepted Answer director62476 13 views 3 comments Most recent by Andrée Starå
    First post 01/18/20,Last post 01/18/20
    Hi Everybody I've been perplexed why I receive smartsheet login/permission request alerts from clients. I only realized yesterday when I clicked the download pictures on my outlook tests that the below image is displayed. Therefore clients…
    Using Smartsheet133
    director62476
  • RobynTocco
    RobynTocco 40 views 6 comments Most recent by Andrée Starå
    First post 01/09/18,Last post 01/18/20
    How can I prevent users from using the attachment feature altogether in a sheet?
    Using Smartsheet406
    RobynTocco
  • Lindsey Holybee
    Answered Lindsey Holybee 14 views 1 comment Most recent by Andrée Starå
    First post 01/18/20,Last post 01/18/20
    I am trying to see if there is a way to create rows via email without having our employees use a form. We are currently receiving a large amount of requests from our branch personnel to our corporate office. These are specific requests fo…
    Using Smartsheet141
    Lindsey Holybee
  • Gita Puvvada
    First post 01/17/20,Last post 01/17/20
    Hello, I am having the exact same issue as Thor did in 2015 - https://community.smartsheet.com/discussion/385/losing-data-2 I sent out a current user view report to my project managers and when they all update their individual rows/report…
    Using Smartsheet200
    Gita Puvvada
  • Joyce Woram
    Joyce Woram 61 views 20 comments Most recent by Paul Newcome
    First post 10/10/19,Last post 01/17/20
    I have tried numerous ways of creating the new sheet I want to MOVE the rows too and I keep getting this message.  The sheet is in the same workspace. Any ideas? Thank you in advance! Joyce (Image)
    Using Smartsheet6120
    Joyce Woram
  • PR
    Accepted Answer PR 21 views 3 comments Most recent by Paul Newcome
    First post 01/17/20,Last post 01/17/20
    Hi! I've been trying to use a COUNTIFS formula to determine how many projects are 5 days out from the due date, as well as, which projects are either blank or In Progress. I definitely don't have the formula formatted correctly so it is no…
    Using Smartsheet213
    PR
  • Mike Simanowith
    Answered Mike Simanowith 9 views 3 comments Most recent by Andrée Starå
    First post 01/17/20,Last post 01/17/20
    I only want to publish the value of one cell in a Smartsheet on the web.  And I want the value to be updated on the web when it is updated in Smartsheet. Is this possible?
    Using Smartsheet93
    Mike Simanowith
  • nskoulphong
    Match/Index Day and MonthAccepted Answer
    Accepted Answer nskoulphong 16 views 5 comments Most recent by Paul Newcome
    First post 01/17/20,Last post 01/17/20
    Greetings Smartsheet Community: I am requesting assistance with a formula. Based on the date of the transaction on sheet #2, I want to populate the rate onto the conversion rate column on sheet #2 using data from sheet #1. For example, on …
    Using Smartsheet165
    nskoulphong
  • Kelly Ospina
    Kelly Ospina 23 views 5 comments Most recent by Paul Newcome
    First post 01/17/20,Last post 01/17/20
    I have a sheet with a drop down column, then a symbol column. I am trying to automate the color of the symbol in the symbol column based on the drop down choice selected in the drop down column. This is the formula I'm using, but I keep g…
    Using Smartsheet235
    Kelly Ospina
  • aishmael
    Answered aishmael 38 views 4 comments Most recent by Sean Henneous
    First post 01/06/20,Last post 01/17/20
    For the automation workflow that I have in my project templates I get the below error every time I use the template. Error: "This workflow is being prevented from running. Please correct the issue by editing your workflow." Cont…
    Using Smartsheet384
    aishmael
  • rwholland
    Accepted Answer rwholland 14 views 1 comment Most recent by Andrée Starå
    First post 01/17/20,Last post 01/17/20
    I have multiple sheets(Representing a job) in a workspace that have conversations. I am wanting to combine all of the conversations into one report or sheet to see all of them in one sheet. Can this be done?
    Using Smartsheet141
    rwholland
  • eric_moss66076
    Answered eric_moss66076 11 views 1 comment Most recent by Andrée Starå
    First post 01/17/20,Last post 01/17/20
    Hello- I've created a filter for a sheet, which does not appear in the default filter drop-down under "Share". Below are screenshots of the filter, the top menu filter drop-down, and filter option in the Share section. Could som…
    Using Smartsheet111
    eric_moss66076
  • Cinda.q
    Answered Cinda.q 36 views 4 comments Most recent by Cinda.q
    First post 01/16/20,Last post 01/17/20
    I have 2 move row automations set on a sheet and one is working fine and the other is not, has anyone experienced this? Both automations are set the same way, based on a checkbox within a specific cell on the row and are set to occur upon …
    Using Smartsheet364
    Cinda.q
  • Regis Wheeler
    Regis Wheeler 21 views 0 comments Started by Regis Wheeler
    First post 01/17/20,Last post 01/17/20
    I am finding that an issue arises when there are several approval steps in an automation where for example a Reject selection may be to re-query via email the originator to revise the data entered and resubmit with Update Request action. …
    Using Smartsheet210
    Regis Wheeler
  • cpezz
    Answered cpezz 24 views 3 comments Most recent by [email protected]
    First post 01/16/20,Last post 01/17/20
    I have made several dashboard and portals. Inside these dashboards and portals you can click charts, links, and other widgets to navigate through my system. Is there a way to give someone else access so that they can navigate through all o…
    Using Smartsheet243
    cpezz
  • hlu3680451
    First post 03/01/19,Last post 01/17/20
    Hi, I am a business license user, recently, I shared the report to the people. some of them feedback, since we forget the password, when they tried to reset passowrd by click" forget password", they got the message “ the request…
    Using Smartsheet285
    hlu3680451
  • AmandaM
    Accepted Answer AmandaM 30 views 4 comments Most recent by AmandaM
    First post 01/03/20,Last post 01/17/20
    I'm wondering if someone can help me with a formula or solution. I would like the Target Finish Date (circled in red) to display the target finish date in the next subtask that is due. (Note that dependencies are not enabled here) Per the …
    Using Smartsheet304
    AmandaM
  • Pam Tadsen
    Answered Pam Tadsen 20 views 2 comments Most recent by Ella
    First post 01/16/20,Last post 01/17/20
    Using the Employee Contact List - Template Set, I have created an employee contact list, with reports broken out by teams. When I add the reports to my dashboard, the grid lines show. Is it possible to remove the lines so that just the tex…
    Using Smartsheet202
    Pam Tadsen
  • Maricarmen
    Accepted Answer Maricarmen 22 views 2 comments Most recent by Paul Newcome
    First post 01/16/20,Last post 01/17/20
    Hello! I went to Engage19, participated in all formula learning sessions and have even seen the recordings of Engage18. With this I've just been exposed to possibilities and have applied them by copy pasting the formulas, but I don't reall…
    Using Smartsheet222
    Maricarmen
  • Dan Seidler
    Dan Seidler 119 views 5 comments Most recent by Paul Newcome
    First post 07/12/18,Last post 01/17/20
    Since Workspaces is not conducive to individual permissions, we are trying to use the standard folders under "Sheets". One department has close to 100 files in Smartsheet.  We want to use Smartsheet in other departments as well,…
    Using Smartsheet1195
    Dan Seidler
  • Mamie Williams
    Summary ReportsAnswered
    Answered Mamie Williams 19 views 3 comments Most recent by Paul Newcome
    First post 01/14/20,Last post 01/17/20
    I'm trying to create a summary report. When I select the source, the columns that display are all system columns - they're not the columns from the source. Any advice would be greatly appreciated.
    Using Smartsheet193
    Mamie Williams
  • Peter Kafui Doviavu
    CMMSAnswered
    Answered Peter Kafui Doviavu 15 views 3 comments Most recent by Andrée Starå
    First post 01/16/20,Last post 01/17/20
    Hello can I can a template for CMMS with Work Requests Management, Work Order management, Preventive maintenance and monthly reports and dashboard. Thank you
    Using Smartsheet153
    Peter Kafui Doviavu
  • Kyle Furner
    Kyle Furner 30 views 5 comments Most recent by Paul Newcome
    First post 09/19/19,Last post 01/17/20
    I have inherited PMO reposinsibility for a large program in Smartsheets. I am going through the process of linking the various schedules, finance/risk/issues registers and other sheets for about 15 projects, all of which link into sub-prog…
    Using Smartsheet305
    Kyle Furner
  • Maricarmen
    Accepted Answer Maricarmen 30 views 8 comments Most recent by Andrée Starå
    First post 01/15/20,Last post 01/17/20
    Hello, I've seen quite a few questions for date range overlap, but couldn't find the solution. The closest I found was the one below, but it was referencing another sheet, not the same sheet I believe, and not sure a simple edit to that fo…
    Using Smartsheet308
    Maricarmen
  • Nirav Chitkara
    Answered Nirav Chitkara 24 views 1 comment Most recent by Andrée Starå
    First post 01/16/20,Last post 01/17/20
    I have an intake sheet with multiple projects and instead of sending a project manager an automated email with a link to an update form to change any information regarding a project, is there a way to have a form be a standalone link in th…
    Using Smartsheet241
    Nirav Chitkara
  • Battleboards
    Answered Battleboards 9 views 1 comment Most recent by Andrée Starå
    First post 01/17/20,Last post 01/17/20
    Hi, we have been using Auto Daily Log template which was great to start with only is now completely messed up. We started using the log to track site contracts progress and report daily progress and any issues. We started this in 2019 - Ev…
    Using Smartsheet91
    Battleboards
  • JULIEN DENOYER
    Answered JULIEN DENOYER 12 views 1 comment Most recent by Andrée Starå
    First post 01/17/20,Last post 01/17/20
    Hi all, When using @mention function in SmartSheet, the notification email received by the user only include the name of the sheet and the comment. The email mentions that you can add a text-only response to SmartSheet by replying to the e…
    Using Smartsheet121
    JULIEN DENOYER
  • SharonR
    Answered SharonR 28 views 6 comments Most recent by Andrée Starå
    First post 01/15/20,Last post 01/16/20
    I am wanting to create some order form for my company, but i cant seem to be able to create a section where they are able to put in more than one product at a time. What colunm type would i use?
    Using Smartsheet286
    SharonR
  • Lisa Savard
    Lisa Savard 26 views 1 comment Most recent by Ella
    First post 01/16/20,Last post 01/16/20
    Excuse me, my english isn't very well. I need your help. https://us.v-cdn.net/6031209/uploads/847/8ISQKGZA1P18.jpg When I want to put an URL in smartsheet I click in the box to join an URL and on my mouse but nothing are been proposed to …
    Using Smartsheet261
    Lisa Savard