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Automation Help Please - Change Cell
Hello smartsheet community! I am basic familiarity with automations. I've created dozens, but they have all been fairly simple. Right now I am working on some automations for our project management templates, specifically our project plans to automatically when a task is delayed. I have created 3 separate automations…
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Creating lookups through control center
Hello, I believe there is a way to do what I am asking but I am just unsure how to accomplish this task. Currently in control center we have a "revenue template" and some of the data that needs to be in this sheet has to be exported from Power BI and currently we are coping and pasting the data into the revenue template…
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Reaching Cross Reference Max error prematurely
I Saved as New an existing Project Metadata sheet with 90+ cross-references. When I removed the old cross-reference formulas. I was only able to add 6 new cross-references before getting the "Unable to create cross-sheet reference, because this sheet already contains the maximum number of different cross-sheet references"…
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How to go about custom landing page? or pin an intake form ?
Hello, We primarily use Smartsheet for project management. We have an intake form for PMs that triggers automations and populates a project template. I’m trying to figure out how to set up a customized default landing page (not the one-time welcome window). I was able to add branding to the home page, but I haven’t been…
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Timeline Zoom out/in & Merged Cells
I am a user of monday.com, and their Gantt timeline allows me to zoom in and out. Smartsheet stays in the same lens now, as the zoom in and out just changes range, but not actual resolution and field of view. With projects spanning over a long period of time, being able to see the whole field is extremely important. Also,…
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SORTING AND FILTERING DYNAMIC VIEW
Up until yesterday (11/3/25) I was able to click on the top of a column and sort my column. This worked for me yesterday morning but when I went in to work in the afternoon I was not able to sort columns anymore. Also it seems my filters are not working. I am not the admin for this sheet but the admin is saying nothing has…
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Best Practices for IT Portfolio Management
Hello Smartsheet Community, I'm brand new to the Smartsheet community and I wanted to get the community's thoughts on best practices on using Smartsheet for IT Portfolio Management. We are planning to utilize Smartsheet in the following ways and have done some work creating a proof of concept: - IT Project Intake Form -…
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Table view hyperlinks
I created a couple of new sheets in the Grid view and then switched to the Table view. In grid view, my hyperlink back to the Dashboard takes that particular sheet view and moves back to the Dashboard. In the Table view, the hyperlink opens up a new browser. Is there a way to fix this?
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Smartsheet Duplicating Form Issue
Hello, I have searched and read and cannot find an answer or anything to help me solve my problem. I am trying to duplicate a form within the same sheet and all the fields and help text associated with a template form. Situation: I am attempting to create a post-project stakeholder list form for our completed projects. I…
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I have a business plan, but keep getting errors trying to open My projects?
I have a business plan license and I am trying to access my plans, but keep getting the below error. When I go to create a support ticket, it doesn't appear I have that option either.