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

  • bridget clark
    First post 01/16/20,Last post 01/16/20
    We have a form we have created for people to fill out and submit. If they submit it without filling out all the fields, can we set up an alert to let them know? Also, if they don't complete AND don't submit the form, will it eventually ti…
    Using Smartsheet171
    bridget clark
  • MaryAnn Amari
    Answered MaryAnn Amari 39 views 6 comments Most recent by Andrée Starå
    First post 01/16/20,Last post 01/16/20
    In proofing, I accidentally deleted all versions rather than the latest - is there a way I to undo?
    Using Smartsheet396
    MaryAnn Amari
  • AmandaM
    Answered AmandaM 15 views 4 comments Most recent by Paul Newcome
    First post 01/15/20,Last post 01/16/20
    We are receiving automated emails with the following date format. https://us.v-cdn.net/6031209/uploads/085/P21FLLZD08RD.png However, our column settings are set in this format. https://us.v-cdn.net/6031209/uploads/186/NZ038D9IOQT1.png It…
    Using Smartsheet154
    AmandaM
  • Shawn Borror
    Answered Shawn Borror 26 views 4 comments Most recent by Paul Newcome
    First post 01/16/20,Last post 01/16/20
    I have active project sheet and a separate pipeline project sheet. I have a metrics sheet that includes data on the active sheet. I see that I can create metrics from pipeline sheet in different columns. But what I want to do is create a …
    Using Smartsheet264
    Shawn Borror
  • Bradley Berneche
    Accepted Answer Bradley Berneche 11 views 3 comments Most recent by Andrée Starå
    First post 01/16/20,Last post 01/16/20
    Is it required that each cell in the Primary Column contain a unique value, or is it permissible that the value be repeated within a given sheet?
    Using Smartsheet113
    Bradley Berneche
  • Suzi Rouse
    Answered Suzi Rouse 12 views 4 comments Most recent by Suzi Rouse
    First post 01/16/20,Last post 01/16/20
    Can you have a Parent relationship BELOW the children?
    Using Smartsheet124
    Suzi Rouse
  • Andrea Zenner
    Answered Andrea Zenner 12 views 1 comment Most recent by Andrée Starå
    First post 01/16/20,Last post 01/16/20
    I'm guessing the answer is no, but maybe I missed something. The light colors in the resource view are hard to read, we would like to change them. Thanks!
    Using Smartsheet121
    Andrea Zenner
  • rlakin52911
    rlakin52911 17 views 2 comments Most recent by Christine Rosenberg
    First post 07/01/18,Last post 01/16/20
    We have built out a 'project portal' of sorts made of up several sheets, reports, and dashboards. I'm looking for anyone who has done the same and/or built a 'getting started guide' for customers to understand how the project will be manag…
    Using Smartsheet172
    rlakin52911
  • lvolpe
    Accepted Answer lvolpe 33 views 2 comments Most recent by lvolpe
    First post 12/05/19,Last post 01/16/20
    Hello, I'd like to show the number of tasks each person on my team is working on in a roll-up sheet. On all my project sheets, the 'Assigned To' column allows multiple names. When I attempt to aggregate the number of times a name appears …
    Using Smartsheet332
    lvolpe
  • Andrea Zenner
    Answered Andrea Zenner 22 views 1 comment Most recent by Alejandra
    First post 01/15/20,Last post 01/16/20
    We have a sheet in which we track the various projects on which our team is working. Is there a way to use resource planning to see what is making up the % allocation value in the resource view.  For example, what I see now is this: http…
    Using Smartsheet221
    Andrea Zenner
  • coryg
    Answered coryg 23 views 1 comment Most recent by Andrée Starå
    First post 01/15/20,Last post 01/16/20
    I've seen a few threads about this already, but none seem to have an acceptable solution. My particular use case is this: We have a Master Schedule sheet with over 100 active projects (this sheet is updated by various project managers). E…
    Using Smartsheet231
    coryg
  • benfking
    benfking 30 views 4 comments Most recent by Andrée Starå
    First post 11/13/19,Last post 01/16/20
    I am wanting to create an approval workflow that requires different levels of approval. The number of levels depends on where the request is coming from. As an example request comes in that requires Director, VP, and CEO approval to procee…
    Using Smartsheet304
    benfking
  • jjustice
    jjustice 20 views 7 comments Most recent by Andrée Starå
    First post 09/12/19,Last post 01/16/20
    Anyone know if it's possible to perform a workflow/alert when a link between smartsheets has been broken?  The app obviously knows this has occurred because of the red arrow the cell has, but I can't find a way to alert on this (seems like…
    Using Smartsheet207
    jjustice
  • L@123
    First post 01/15/20,Last post 01/15/20
    I would like to be able to use the current workflow system to be able to trigger smartsheet to change a value to a pre-determined static value specified in the workflow. This can be used to simplify many formulas, but most of all it would …
    Using Smartsheet180
    [email protected]
  • johnvilsack
    johnvilsack 132 views 7 comments Most recent by Andrée Starå
    First post 03/04/19,Last post 01/15/20
    Question 1: I'm pulling multiple reports together.  I can't figure out how to issue any sort of GROUP BY clause.  Please tell me how.   Question 2: How do I pull Parent/Child meaningfully into a report? It doesn't seem to honor the relat…
    Using Smartsheet1327
    johnvilsack
  • Jim Schaffhausen
    Jim Schaffhausen 56 views 9 comments Most recent by Danielle Lipson
    First post 02/22/18,Last post 01/15/20
    Hi There-   I am trying to show a bar chart with 2 data points comparing $ amount of actual to budget. The Chart is not Starting at $0 it is starting at $800K so the data looks weird.  Can I choose the scale - say my 2 data points are $…
    Using Smartsheet569
    Jim Schaffhausen
  • jet2clemson
    jet2clemson 75 views 3 comments Most recent by Genevieve P.
    First post 02/12/19,Last post 01/15/20
    Hello,  I am trying to create a dashboard which includes a graph of the project plan baseline compared to the project's actual completion date. Attached is an image of what this looks like in excel. Is there a way to create the attached g…
    Using Smartsheet753
    jet2clemson
  • Juan-JLC
    Juan-JLC 51 views 16 comments Most recent by Paul Newcome
    First post 01/14/20,Last post 01/15/20
    Good morning all, I have a question regarding email notifications sent when a reminder is set in a row. Is there a way to set the reminders emails to be delivered at a specific time on the due date specified? Every time we set reminders, w…
    Using Smartsheet5116
    Juan-JLC
  • omatikainen
    Reminder visibilityAccepted Answer
    Accepted Answer omatikainen 13 views 3 comments Most recent by Andrée Starå
    First post 01/15/20,Last post 01/15/20
    When adding a reminder to a row in Smartsheet, is it possible to have the reminder visible only to the person creating/entering the reminder? I'm thinking this is not possible in Smartsheet now - if it is possible, please advise! Does anyo…
    Using Smartsheet133
    omatikainen
  • Dawn Harris Wooten
    Customize Auto EmailAccepted Answer
    Accepted Answer Dawn Harris Wooten 46 views 16 comments Most recent by Paul Newcome
    First post 01/13/20,Last post 01/15/20
    Hello, I am wanting to have completed forms auto emailed a confirmation (i.e., approval). This will help us cut down on manually emailing individuals that have submitted information to our form that they have been approved. So far, the o…
    Using Smartsheet4616
    Dawn Harris Wooten
  • Kristin Badalow
    Answered Kristin Badalow 15 views 7 comments Most recent by Andrée Starå
    First post 01/15/20,Last post 01/15/20
    Hello, Wondering if there is a way to break down my main sheet into sub sheets. The reason for this, is that my main sheet has a lot of data used to support a report and dashboard. I would like to make additional dashboards for specific g…
    Using Smartsheet157
    Kristin Badalow
  • Michele Deo
    Michele Deo 113 views 2 comments Most recent by decker.chris48951
    First post 03/21/18,Last post 01/15/20
    I want to take a Smartsheet Dashboard that is interactive and put it as a web part within MS SharePoint 2016 site.  I use the page viewer webpart and provide the web page link offered up when I publish the dashboard, but once I apply it, a…
    Using Smartsheet1132
    Michele Deo
  • Ron Hine
    Answered Ron Hine 11 views 1 comment Most recent by Andrée Starå
    First post 01/15/20,Last post 01/15/20
    I was using the trial version and just upgraded to purchased. I'm the admin but I can no longer edit the summary sheet. Any ideas?
    Using Smartsheet111
    Ron Hine
  • aaron.fye73391
    aaron.fye73391 26 views 5 comments Most recent by Andrée Starå
    First post 09/30/19,Last post 01/15/20
    Does anyone know if there's a way to limit form access to a specific person or group of people.  Or, is there something in the works at Smartsheet to address this?  Looks like there is currently two options. * Anyone * Anyone with a Smart…
    Using Smartsheet265
    aaron.fye73391
  • Pam Grant
    Accepted Answer Pam Grant 29 views 3 comments Most recent by Pam Grant
    First post 01/09/20,Last post 01/15/20
    I need to get anywhere from 1 to 4 approvals for an attachment in one row. I want the request to go out simultaneously to all reviewers. the Approval workflow seems to require consecutive approvals - not good for my use case. I changed to…
    Using Smartsheet293
    Pam Grant
  • Andrea Jones
    Answered Andrea Jones 26 views 1 comment Most recent by Alejandra
    First post 01/13/20,Last post 01/15/20
    I have not found a way to export to PDF and keep the hyperlinks directly out of smartsheet. I've exported to excel and then saved as a PDF, but has anyone found a way to do that out of smartsheet directly? I asked support and they didn't f…
    Using Smartsheet261
    Andrea Jones
  • BESP10
    Answered BESP10 22 views 3 comments Most recent by Andrée Starå
    First post 01/14/20,Last post 01/15/20
    Good afternoon I have a sheet with a column that is "Dropdown (Single Select) and I am NOT "Restricting to drop down values only". So in the sheet it is letting me add data to the cell that is not drop down. However in the …
    Using Smartsheet223
    BESP10
  • bgarrigan
    Answered bgarrigan 31 views 4 comments Most recent by Alejandra
    First post 01/13/20,Last post 01/15/20
    SmartSheets seems to be ignoring the text entries that are all caps when sorting a column. Looking for a solution since some of my entries are acronyms and some are not.
    Using Smartsheet314
    bgarrigan
  • ALAIN-STEPHANE
    Design tab in a portalAccepted Answer
    Accepted Answer ALAIN-STEPHANE 16 views 3 comments Most recent by Andrée Starå
    First post 01/15/20,Last post 01/15/20
    Hi everyone , I watched an intesting video entitled " Best in class project management " regarding as part of ENGAGE 18 conference . I am particularly intested by the way the portal ( please check the attached picture ) is des…
    Using Smartsheet163
    ALAIN-STEPHANE
  • Helene
    Answered Helene 25 views 3 comments Most recent by Christine Rosenberg
    First post 02/22/19,Last post 01/15/20
    I'm a transcriptionist and I have multiple transcriptions at a time in my to do pile. These all have due dates and I have a good idea of how long it would take to type them up. Ex, due March 1st need 3 days to type, must start by march 26t…
    Using Smartsheet253
    Helene