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Smartsheet Mobilizer Kit2/Best Practices
Hi - I am launching Smartsheet sessions at my organization for the next 3 months. The SS Mobilizer Kit2 Workspace I saved a few years back, the files are not loading. Is there a new resource kit? Also, I am writing up some best practices for our users: Examples: Names, separate first and last name into two columns. Email…
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Smartsheet forms (published) keep refreshing removing all data.
Hi, there might be a bug in Smartsheet. Recently, I have received many complaints from people across the company, telling me that every time they try to fill out my published form, their browser keeps refreshing for some reason. This has also been happening to me while I was providing some training; the form would refresh…
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Row-wise Reports of Sheet Summary data
Hi It would look much more elegant if the sheet summary cells in Smartsheet reports could be displayed in a row-by-row format, rather than just the current column-only layout. I feel this vertical arrangement, as shown in the attached sample image, would create a cleaner and more appealing presentation.
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Time taken to complete task
HI All, Apparently, i found this ticketing system fitting perfectly to my needs but i am stuck in the last 2 columns. End date and Duration(days and time taken). End date must come automatically show when status change to complete. Duration must show difference between created date+time and end date+time. how can i solve…
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Merged: Optional or adjustable character limit for forms
This discussion has been merged.
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How to Create a Basic Smartsheet Dashboard for Project Tracking as a Beginner?
Hi Smartsheet Community, I’m new to Smartsheet and want to create a simple dashboard to track a small project (~15 tasks). I’m struggling to set it up effectively. Setup: Smartsheet Free Plan, basic sheet with tasks, assignees, and deadlines. Steps Tried: Added a dashboard from the Solution Center; layout feels cluttered.…
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How to Set Up Smartsheet Automation for Task Reminder Notifications?
Hi Smartsheet Community, I’m new to Smartsheet and trying to set up automated task reminders for a small project (~10 tasks/week). I want email notifications for due dates. Setup: Smartsheet Free Plan, basic sheet with task names and due dates. Steps Tried: Created a sheet with tasks and dates; manually sent reminders.…
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QR Codes/ Barcodes and Smartsheet Data Entry
Is There a Way to Integrate QR or Barcodes into Smartsheet Data Entry for Ongoing Row Updates? I'm exploring whether it's possible to streamline data entry in Smartsheet by using QR codes or barcodes to input multiple datapoints into a single row over time. Ideally, this would allow for scan-to-dataset workflows where each…
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Scan Handwritten Data into Smartsheet
Hello, Is there a way to use software and a scanner to scan a handwritten form and automatically populate a Smartsheet? We have a form that is filled out by hand, and the information matches columns in Smartsheet. We are considering acquiring software that can scan documents, but we want to know if Smartsheet is capable of…
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Confused about API and access levels
Hello, I am trying to perform a workflow where I: Make a request to list all sheets For this step, I am using this endpoint: `https://api.smartsheet.com/2.0/sheets?includeAll=true` Choose a sheet Make a second request to get more information about that sheet using the sheet id from the first step For this step, I am using…
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Smart sheet sync issue
We are not able to sync data in a New Sheet. We believe New webhook updation is not occurring for messages published to smartsheet PubSub through New Smartsheets. We are able to sync the data for existing Smartsheets that have a webhook registered. Below are various scenarios we have observed : 1. We are able to sync data…
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Live data connection between smartsheet and Tableau
Establishing a live data connection between Tableau and Smartsheet opens up exciting possibilities for enhanced functionality. By integrating web form capabilities directly within Tableau, we can present real-time data to users, enabling them to receive immediate feedback on the information they input. Given Tableau's…
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[Upcoming] Smartsheet Webinar for Project Managers, Marketers & Client Services
Working on multiple projects with tight deadlines, limited resources, or competing priorities? You’re not alone. In this upcoming webinar, we’re teaming up with Clear Digital to share how they manage 20+ projects at once with 50% more efficiency using Smartsheet. Register here! What to expect: Real-world examples of how…
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How to Edit Email of a Manually Added Contact in "Assigned To" Contact List Column?
Hi All, I’m a System Admin in our Smartsheet environment. We have a sheet with an "Assigned To" column, which is set up as a Contact List column. All contacts listed in this column are Smartsheet users from our organization except one — this particular contact seems to have been manually added by another user (not from our…
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Add Remove Format Option When Converting Reports to PDF
Add an option that removes all conditional formatting when a Report is converted to a PDF.
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Tally Online to Smartsheets
has anyone connected tally online to smartsheets to fetch data to generate some reports?
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Live connection Tableau and Smartsheet
Can we make a live connection between tableau and Smartsheet using smartsheet_ldc_setup_64bit_1.4.34.0_Signed ? I am able to do extracts but not Live connection.
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How to Auto-Update Dropdowns in Smartsheet from a Master Sheet?
I am building an Inventory Management System entirely within Smartsheet and need help with dynamically updating dropdown lists. Scenario: I have an Inventory Master Sheet that contains all SKUs. Several sheets (e.g., Sales Orders, Purchase Orders) reference the SKU ID as a dropdown field. I want the SKU dropdown in target…
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How do I remap my Smartsheet Form?
I have a Smartsheet form used to collect and manage training requests. The form is set up with a client selection dropdown, followed by additional fields specific to each client. For instance, selecting "Dignity Health" in the client field triggers the appearance of Dignity Health-specific fields such as Client Host…
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Setting values from form to zero
I have a form for customer feedback with ratings 1-5 and an N/A option. I'd like to apply logic such that the N/A value is set to 0. So I can work with it in other columns with formulae, avg rating, etc.