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Smart Sheets has set me up with 2 different accounts and I cannot login properly
I am experiencing an issue where I seem to have two different accounts set up, and I am unable to log in properly. This is causing confusion and preventing me from accessing my Smartsheet account effectively. I need assistance in resolving this issue and consolidating or fixing the accounts so I can log in without any…
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Software Onboarding, Risks assessments, budgets, and more
Hello, I would like a sheet that can track software onboarding from the beginning to update and all the way to end of life. I have an excel sheet that I converted to a smartsheet, but I feel it's a very one piece modifying any data. Seems that it should be a very simple process that I have a blueprint with smartsheets and…
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How to analyze users that can be downgraded from Member to Contributor?
I am a new admin. How would I know who can be safely changed from Member to the new contributor role? Is there something or combination of items that can reviewed on Seat Type Report?
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Portfolio Project List Sheet Summary
Hello! Week three of my Smartsheet journey in the consulting space, apologies if this is a very simple question. I have been tasked to get to know the new Portfolio section. When looking at the dashboard there is the high priority projects metric being fed by the sheet summary data from 'project list' sheet. This sheet…
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Merged: Bulk Sheet/Report Share
This discussion has been merged.
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Sheet automation notification email tracking using a PowerAutomate Flow and Outlook
This post details how to track all sheet automation notifications emails. This solution is medium complexity and will likely require you to use an AI for some simple coding. Smartsheet allows users to automatically send email notifications from sheets. There are a few significant problems with these automated emails.…
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How to show parent and child rows with filter on?
I believe I need a helper column but I have no clue how to start it. We have a filter set up and when we turn the filter on, we are not able to open the child rows. I have included screenshots. Thank you!
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SUMIFS formula bringing back total of all items, not items in specified date range.
Hello, I'm using a SUMIFS formula to try and get the sum of materials, done during a specific process, during the specified date range of May 04 2026 - May 08 2026. But it continues to total all entries in that column, instead of giving the total based on the provided data. I've also tried using both OR and AND functions…
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Sharing a Single Smartsheet with External Partners (No SSO Access)
Hi Smartsheet Community, I’m hoping you can help clarify a Smartsheet sharing question. I’m trying to share one specific sheet from my Smartsheet plan with two external colleagues from our partner organization. Several colleagues have mentioned they’ve successfully shared sheets with external partners before, so I’m hoping…
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Abnormal Display of Hyperlink Content in Notification Emails
Hello, Team Our team has encountered an issue while using Smartsheet. We have applied the Hyperlink function in a data management sheet to link the Quote ID to the corresponding sheet. This hyperlink is integrated into the automation workflow of Approval Requests. When a requester initiates the approval flow, the hyperlink…