Smartsheet Certification Exam (New 2023/ 2024 Update) 100% Correct| Questions and Verified Answers| Graded A
Smartsheet Certification Exam (New 2023/
2024 Update) 100% Correct| Questions and
Verified Answers| Graded A
QUESTION
Which one of the following is not an option to share a form?
Add the form to a workspace and share the workspace
Copy the form URL
Email the form directly from Smartsheet
Copy the form embed code and add it to a dashboard or webpage
Answer:
Add the form to a workspace and share the workspace
QUESTION
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
Answer:
Within the column properties for a contact list column
QUESTION
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
Answer:
It instantly sends the @mentioned individual a notification with the comment
QUESTION
A _ is helpful when you need to share a number of items with the same group of
people.
Answer:
Workspace
QUESTION
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
Answer:
Apply formulas and adjust cell references to adjacent rows
Continue patterns of formatting
QUESTION
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
Answer:
Symbols column
QUESTION
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
Answer:
[ ] Square brackets
QUESTION
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
Answer:
Create a filter
QUESTION
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
Answer:
It allows an individual to complete a form submission without leaving the dashboard
QUESTION
When viewing a sheet, you want to have certain rows grab your attention, visually, if the task is
at risk or past its due date. You can accomplish this by using which feature?
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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
Which one of the following Automation Permissions settings only allows the users that are shared to a sheet to receive notifications and requests from the sheet?
Limited
Unrestricted
Restricted
Unlimited
Restricted
When adding a cell link to a sheet, which of the following can be the source of the data?
Column names
Metric widget on a dashboard
Cell(s) in a sheet
Cell(s) in a report
Cell(s) in a sheet
In order to enable Card View, your sheet must have at least one of three specific column types. Two of those columns types are Dropdown List and Symbol. What is the third column type?
System Generated column
Text/Number column
Contact List column
Date column
Contact List column
Which feature allows licensed collaborators [with at least Editor permissions] to audit and export changes made to the sheet?
Conditional formatting
Activity log
Highlight changes
View cell history
Activity log
Based on the settings shown above, what permission level would Don Miller have on the sheet?
Owner
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
Scenario: Shauna, a sheet level Admin, is receiving too many notifications from an established workflow. Shauna still wants to receive notifications from this workflow, but not as often.
Question: Which one of the following options would reduce the number of notifications sent for a given workflow without changing the triggers?
Add a conditional formatting rule to the alert
Lock the row after the first notification is sent
Change the frequency by editing the “Run workflow” settings
Replace the rule with an update request
Change the frequency by editing the “Run workflow” settings
As the owner of a sheet, you would like to provide an external collaborator the ability to update their tasks regularly, but not have access to the underlying sheet. Which of the below actions meets this requirement?
Send a row
Schedule a recurring update request
Share them to the sheet as a viewer
Publish a “Edit by anyone” link
Schedule a recurring update request
Which three of the following functions does Drag-fill allow you to accomplish?
Easily populate text in random cells
Copy and paste text in sequential rows or columns
Select and drag text formatting from one cell to the next
Quickly apply a formula to multiple rows
Copy and paste text in sequential rows or columns
Select and drag text formatting from one cell to the next
Quickly apply a formula to multiple rows
Which one of the following is not an option to share a form?
Add the form to a workspace and share the workspace
Copy the form URL
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
When viewing a sheet, you want to have certain rows grab your attention, visually, if the task is at risk or past its due date. You can accomplish this by using which feature?
Highlight changes
Conditional formatting
Format painter
Alerts
Conditional formatting
You want to use automated Alerts to alert someone external to your organization who doesn’t use Smartsheet. Because the alert is for external collaborators you want to safeguard the data on the sheet. Which option is the most secure way to send an alert without providing access to your data?
A
C
B
C
Which feature would you use to change the visual styling of a sheet based on an identified trigger?
Highlighting tool
Function
Conditional Formatting
Format Painter
Conditional Formatting
When viewing cell history, which three of the following actions are displayed?
Who made a change
What information was entered in the cell
What attachments were made to the row
When the change was made
Who made a change
What information was entered in the cell
When the change was made
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.
Question: In which one of the following scenarios is it best to use several Contact List columns?
When the individuals have different roles related to a task.
When you want to create a filter for each individual.
When you want to pull a report from a sheet.
When some individuals are inside your team’s account and others are not.
When the individuals have different roles related to a task.
A manager wants to automatically ask a team member to add status comments to a row every week. What is the best way to achieve this?
Ask the team member to cell link their comments into the sheet. Set the update frequency, for the cell link, to refresh weekly
Create a filter for each team member and send the filtered view on a weekly basis
Send a weekly recurring Update Request
Send the comments thread directly to team members, on a weekly basis
Send a weekly recurring Update Request
Both sharing and publishing are features that can be used to give view only access to a sheet. What is the difference between sharing a sheet as a viewer and sending a published link?
There is no difference between viewing a published sheet and a shared sheet
Viewing a shared sheet grants access to see attachments and comments, published sheets do not
Viewing a shared sheet requires a collaborator to log-in, viewing a published sheet does not
Shared sheets reflect changes in real-time, published sheets do not
Viewing a shared sheet requires a collaborator to log-in, viewing a published sheet does not
Which one of the following options does not serve as a trigger for an automated workflow?
When columns are added or changed
When a date is reached
When rows are changed
When rows are added
When columns are added or changed
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())
=COUNT(Product5,Product6,Product7,Product8,Product9,Product10)
=COUNT(Product:Product)
=COUNT(CHILDREN())
Which column type would be best for tracking when a row was added to a sheet?
Created (Date) System column
Date column
Auto-Number column
Created by System column
Created (Date) System column
Select the two options that let you add more fields to your report beyond what fields are used as criteria already.
In the toolbar, click the “Columns Displayed” button and add additional columns
Right-click on any column header in the report and select “Add Column”
Add a column to a source sheet. This new column will automatically be displayed in the report
In the toolbar, click the Report Tool and select additional criteria
From the file menu select Add More Columns
In the toolbar, click the “Columns Displayed” button and add additional columns
What information is tracked in the Attachment Summary? (select the three that apply)
Number of downloads
Name of the individual who attached the file
File name
Date attached
Name of the individual who attached the file
File name
Date attached
Scenario: You’ve created a form to gather new customer interest information. When new submissions are made, you need to assign a member of your sales team as the lead, who will then follow-up with the customer.
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?
Metric
Hyperlink
Rich text
Shortcut
Metric
As the owner of a sheet, you would like to provide an external collaborator the ability to update their tasks regularly, but not have access to the underlying sheet. Which of the below actions meets this requirement?
Share them to the sheet as a viewer
Schedule a recurring update request
Publish a “Edit by anyone” link
Send a row
Schedule a recurring update request
When creating a form, using a _ field allows you to input a default value into a column on a sheet without requiring the form submitter to create it.
Required
Branded
Hidden
Custom
Hidden
Alerts with date-based triggers help keep collaborators aware of key dates. Which of the following is a possible use-case for establishing an alert with a date as the trigger?
You want to notify all collaborators when a task is over budget
You want to be sent an email five days before the start of each task so that you can check in with key collaborators
You want to automatically let external vendors know when a task is not complete
You want to automatically inform your boss when the status of a task becomes at-risk
You want to be sent an email five days before the start of each task so that you can check in with key collaborators
Which one of the following Form Submission options allows form users to submit multiple entries one after the other?
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