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Smartsheets Product Certification Part 1
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A row report can be displayed on a dashboard using the report widget in which two of the following views? Gantt Calendar Grid Card - ✔✔Gantt Card What Forms feature lets you reveal specific fields in a form based on the answers to other questions? Form Elements Conditional Logic Fields Settings - ✔✔Conditional Logic To quickly identify and review the changes that have been made to a sheet, use _________ Symbols column type Highlight changes Conditional formatting Format painter - ✔✔Highlight changes When writing a formula, what symbol do you type to make either a column or row reference absolute? ( ) Parentheses $ Dollar sign
Pound sign
[ ] Square brackets - ✔✔$ Dollar sign Which column type would be best for assigning tasks to individual team members? Contact List column Created by System column Text/Number column Dropdown List - ✔✔Contact List column Scenario: You want to surface a count of at-risk tasks on a dashboard. You determine one option for doing so would be to use a drop-down column to mark a task at-risk. Question: Which one of the following column types can also be utilized to mark at-risk items that could be counted and displayed on a dashboard? System Generated Column Duration Column Date Column Symbol Column - ✔✔Symbol Column Indenting rows will add hierarchy and create relationships between rows. The hierarchy is applied to the entire row, but will only be visible in what part of the sheet? Leftmost column in grid view System column Primary column Row action indicators column - ✔✔Primary column Which of the following views must include two date columns in order to be displayed? Calendar Gantt Grid Card - ✔✔Gantt
Editor Admin Viewer - ✔✔Editor Scenario: Valentino created an alert to notify a contact in the "assigned to" column if their task is past due and incomplete. Valentino realized that one of his external contractors did not receive the notification when this occurred. Question: What is a likely reason an external collaborator does not receive an automated notification? The user must first be in your personal My Smartsheet Contacts list in order to receive the notification The Automation Permissions is not set to unrestricted so external collaborators would not receive the notification Valentino needed to create an approval request rather than an alert Alerts can only be sent to people in your account. You must send a request, to your System Administrator, that the collaborator be added to the account contact list - ✔✔The Automation Permissions is not set to unrestricted so external collaborators would not receive the notification Scenario: Joy is the director of a sales team that manages its pipeline in Smartsheet. Every time an opportunity status is marked as "Closed Lost", reps should provide detail in a column called "Reason Won/Lost". Question: What is an automated way for Joy to ask reps to fill out the "Reason Won/Lost" column if they do not initially do so? Set up a workflow that sends an automated Update Request when the opportunity status changes to "Closed Lost" and the "Reason Won/Lost" column is blank Create a Conditional Formatting rule that sends a request when a task is marked as "Closed Lost" Automate the workflow via a formula Set up an automated Approval Request any time the "Reason Won/Lost" column is left blank - ✔✔Set up a workflow that sends an automated Update Request when the opportunity status changes to "Closed Lost" and the "Reason Won/Lost" column is blank Which of the following is used when writing a formula to automate the checking of a box, raising a flag, or filling in of a star? 1 100%
Return Yes - ✔✔ 1 When you create a new form for a sheet in Smartsheet, the form is automatically populated with fields based on which sheet element? Primary column Drop-down list Columns Rows - ✔✔Columns The Notification Center: (select the two options that apply) Allows a user to forward a notification to a different user Displays a red icon when new notifications arrive Allows a user to create new alerts Allows a user to view and fulfill update requests - ✔✔Allows a user to view and fulfill update requests Displays a red icon when new notifications arrive Which type of cell link gets its value from a cell in another sheet? Source Destination Outbound Inbound - ✔✔Inbound You can share a collaborator to which two of the following? Workspace Folder Resource View Sheet - ✔✔Workspace Sheet
Email the form directly from Smartsheet Copy the form embed code and add it to a dashboard or webpage - ✔✔Add the form to a workspace and share the workspace To assign a task to multiple contacts within a single cell, you must enable multiple contacts. In what location can this functionality be enabled? In the Automation Permission Settings On the sheet summary Within your Personal Settings Within the column properties for a contact list column - ✔✔Within the column properties for a contact list column How is tagging a shared collaborator, in a comment via an @mention, an effective means of collaboration? It shares that collaborator a published view of the sheet so they can view the comment It adds the @mentioned individual to your My Smartsheet Contacts It instantly sends the @mentioned individual a notification with the comment It begins keeping track of the @mentioned individual within activity log - ✔✔It instantly sends the @mentioned individual a notification with the comment A _________ is helpful when you need to share a number of items with the same group of people. - ✔✔Workspace Auto-fill is automatically applied by Smartsheet within every sheet. Which two of the following functions does auto-fill perform? Apply formulas and adjust cell references to adjacent rows Continue patterns of formatting Copy manual update requests to generate recurring updates Generate a numeric value based on conditional formatting rules - ✔✔Apply formulas and adjust cell references to adjacent rows Continue patterns of formatting
Which column type would be best for visually representing the status of a row item? Emoji column Symbols column Text/Number column Drop-down List column - ✔✔Symbols column When entering formulas in Smartsheet, cell references use the syntax of column name and row number. What symbols must be placed around a column name when it includes a space, special characters, or numbers? { } Curly brackets [ ] Square brackets ( ) Parentheses < > Angle brackets - ✔✔[ ] Square brackets Scenario: You have a handful of tasks that are falling behind schedule and you want to quickly view which items are marked "Red" in your project status column. Question: To identify this information WITHOUT having to leave your sheet, you should: Create a filter Send an Update Request to your collaborators Turn on Highlight Changes Write a formula - ✔✔Create a filter How is embedding a form on a dashboard via the web content widget effective? It allows an individual to complete a form submission without leaving the dashboard Users no longer need to be shared to the form to complete a form submission Using an interaction setting, you can provide instant access to the underlying sheet It automatically captures who completed a form submission in the dashboard's activity log - ✔✔It allows an individual to complete a form submission without leaving the dashboard
Which one of these functions can be used in conjunction with another function such as COUNT() to reference all the cells directly indented under a parent row? ANCESTORS() INDEX() CHILDREN() PARENT() - ✔✔CHILDREN() Which one of the following statements is untrue about Conditional Logic in forms? Editing the Column Type or Values of fields used in your conditional logic may affect existing rules. Target fields will only submit data to the sheet if they are displayed when the form is submitted. In order to submit the form, all required target fields must be filled in, even if they aren't displayed due to logic on the form. Target fields will not be displayed by default, and they are displayed when at least one of the source conditions are met. - ✔✔In order to submit the form, all required target fields must be filled in, even if they aren't displayed due to logic on the form. What field type is not available in Sheet Summary? Date Text/Number Contact List Dropdown (Multi-Select) - ✔✔Dropdown (Multi-Select) Scenario: Juan is currently managing the development of a new product. He has a team of four individuals with whom he assigns various tasks. Juan wants to quickly see tasks assigned to each person and reassign tasks as needed. Question: Which one of the options below would be the most efficient way for Juan to accomplish this? Juan needs to create and use a filter for each assignee and then return to the sheet to reassign tasks. Juan needs to utilize Card View to view tasks by the "assigned to" contact column. He could then reassign tasks accordingly. Juan needs to build a report for each person on his team. From each of the reports, Juan would reassign tasks.
Juan needs to publish the sheet to his team and allow them to email ideas on how the tasks should be reassigned. - ✔✔Juan needs to utilize Card View to view tasks by the "assigned to" contact column. He could then reassign tasks accordingly. Select which one of the following formats is not applicable for exporting a sheet in Smartsheet. Trello PDF Google Sheet Excel MS Project (XML) Gantt to image (PNG) - ✔✔Trello You want to know when new attachments are added to your sheet without opening the sheet. Which of the following is the best way to achieve this goal? Create a conditional formatting rule to highlight rows with new attachments Audit Activity Log daily Create an alert to notify you when an attachment is added or changed Instruct collaborators to @mention you in the comments after an attachment has been uploaded - ✔✔Create an alert to notify you when an attachment is added or changed A snapshot of a sheet or report can be shared via email using the "Send as Attachment..." action. The sheet can be sent once or on a recurring basis. Select the two file formats the attachment can be sent as. CSV PNG Excel PDF - ✔✔Excel PDF Scenario: You are using Smartsheet to plan, track, and manage a project. In creating your sheet, you are assigning tasks to collaborators. You need to make a decision on whether to use several single Contact List columns or enable multiple contacts to be assigned within a single cell.
When a task becomes at-risk, the project manager wants the individual assigned to the task to be immediately notified. How could the project manager achieve this goal? Send the activity log to all shared users of a sheet Create an alert to notify the assignee when a task is marked as at-risk Use the send row functionality to send a row when the task is marked as at-risk Create a conditional formatting rule to notify individuals when a task is marked at-risk - ✔✔Create an alert to notify the assignee when a task is marked as at-risk Dashboards provide real-time visibility into the status of the business, providing critical KPIs through metric, chart and graph, and report widgets that help users make better decisions, faster. Which one of the following options has the same functionality of a dashboard, but caters to a different use case? Metrics sheet Published report Portal Sheet Summary - ✔✔Portal Which conditional formatting rule takes priority in this situation? The one on the top Both The one at the bottom None - ✔✔The one on the top When adding a new collaborator to a sheet or workspace, what should be customized to help the new collaborator understand why they are being added and how they should use the information?Collaborators Personal message Default View Permissions - ✔✔Personal message When the information in a report needs to be amended, how can a user modify it to get the correct results?
Select Edit Report from the file menu Apply conditional formatting to the report Add/delete rows from the report Change the criteria in the toolbar - ✔✔Change the criteria in the toolbar Which Smartsheet feature allows you to compile information from multiple sheets and show only items that meet the criteria you specify? Reports Shared filters Cell linking Conditional formatting - ✔✔Reports What is the lowest level of permission necessary to add/edit the options to a drop-down column in a sheet? Editor - Can't share Viewer Admin Editor - Can share - ✔✔Admin Data added to a metric widget is given a label. This label can be customized. If you choose not to customize it, what generates the default label? Parent row Primary column value Column name Row number - ✔✔Column name Using the image above, which of the following formulas is the most scalable way to count the indented rows under "Carl Jackson", knowing that you will be adding additional rows within this hierarchy? =COUNT(Product5:Product10) =COUNT(CHILDREN())
Which one of the following workflows would be the most efficient way to quickly take action after a form submission is made? Use Send as Attachment to send yourself a daily email with directions to assign a lead Send yourself the Activity Log, hourly, so you can adjust the assigned individual Create an alert to notify you when anything on the sheet changes Create an automated update request to notify you of any new form submissions and lets you assign a lead immediately - ✔✔Create an automated update request to notify you of any new form submissions and lets you assign a lead immediately Which collaboration feature allows the recipient to make a one time change to your sheet without sharing them as a collaborator to the sheet? Publish Share a sheet Send a row An update request Drop-down List column - ✔✔An update request Select which one of the following options is not applicable when publishing a sheet in Smartsheet? Calendar Read Only - HTML Read Only - Full Edit by Anyone Edit by Shared User - ✔✔Edit by Shared User Which of the following file types can be imported as a new sheet in Smartsheet? (select the four that apply) Google Sheets JIRA Project Smartsheet sheet Excel
MS Project Trello - ✔✔Google Sheets Excel MS Project Trello Forms can be used to collect information from individuals inside or outside your organization. Which two of the following use cases could a form support? Update the status of a task Marketing requests Survey responses Resource hub - ✔✔Marketing requests Survey responses An update request provides one-time Editor access. What feature could be used to allow information to be included in an update request, but restrict the recipient from making changes? Change sharing permissions Lock column Conditional formatting Filters - ✔✔Lock column Publishing a report allows a person viewing the report to see exactly the same data you see, without being shared to the underlying sheets. Which additional option would allow someone to view a report if they are not shared to the underlying sheets? Add the report to a dashboard by using the Report Widget Grant the collaborator Admin permissions to the report Place the report in a workspace Place the report in a shared folder - ✔✔Add the report to a dashboard by using the Report Widget Which dashboard widget type would be best to show a live updating budget number of a project?
Send the user to a URL Reload the same form for another entry Enable a confirmation email Display this message on the confirmation page - ✔✔Reload the same form for another entry
