Smartsheet Core Product Certification Exam (New 2023/ 2024)
Questions
What can you customize when you insert a hyperlink in a cell? - ✔✔ANSW✔✔..Display
text
Which takes priority when a sheet has 2 conditional formatting rules? -
✔✔ANSW✔✔..The rule on the top
Kai is building a sheet to track opportunities for his sales team. For each opportunity,
the salesperson enters their Region and the Opportunity Value. Kai wants to know the
total value of all opportunities in the Western region. Which formula should Kai use to
add sales opportunities for the Western region? -
✔✔ANSW✔✔..=SUMIF(Region:Region, "Western", [Opportunity Value]:[Opportunity
Value])
Sandra has an alert workflow that notifies a sales manager when an opportunity in their
region is Closed-Won. A manager for a different region learned of this and wants one
for their region.What is the most efficient way for Sandra to start the new workflow? -
✔✔ANSW✔✔..Duplicate the existing workflow
Valentino created an alert to notify a contact in the Assigned To column if their task is
past due and incomplete. He realized that one of his external contractors did not receive
the notification when this occurred. What is a likely reason the external collaborator
would not receive an automated notification? - ✔✔ANSW✔✔..The Automation
Permissions is not set to Unrestricted, so external collaborators can not receive the
notification
Your project sheet includes a workflow that sends your manager a notification of
changes each day. Your manager is off for the next week and doesn't want to receive
notifications until they return. What is the recommended way to stop the notifications for
the next week? - ✔✔ANSW✔✔..Disable the workflow
Tiffany manages a request sheet for her organization's procurement team. Her team's
process requires that she keep a record of the original request, but the team needs to
update the request with new information as they work on it.
Which workflow action could she use to keep a record of the original request? -
✔✔ANSW✔✔..Copy row
Which option serves as a trigger for an automated workflow? - ✔✔ANSW✔✔..When a
date is reached
, Naomi has a sheet that she is using to manage a project. If a task is not marked
complete on the due date, she wants to remind her collaborators to update their task
status without navigating to the sheet. Which workflow action should she use? -
✔✔ANSW✔✔..Request an update
Shauna, a sheet-level Admin, is receiving too many notifications from an established
workflow. She still wants to receive notifications from this workflow, but not as often.
How can she reduce the number of notifications sent for a workflow without changing
the triggers? - ✔✔ANSW✔✔..Change the frequency by editing the Run workflow setting
Jean is building a workflow to remind collaborators to update their project status each
week. They want to change the message if a project is past due. What is the most
efficient way for them to do this? - ✔✔ANSW✔✔..Add a conditional path with a second
action
Faisal is managing a project in a sheet. He has a symbol column to track tasks that are
at risk. When a task becomes at risk, he wants to immediately notify the person
assigned to the task. How could he do this? - ✔✔ANSW✔✔..Create an alert to notify the
assignee when a task is marked at risk
Which action allows you to add additional actions after it within the same workflow? -
✔✔ANSW✔✔..Request an approval
Which statement about modifying reports is correct? - ✔✔ANSW✔✔..You can modify
the name of the primary column
Pierre is managing projects using Smartsheet for the first time. His project teams
communicate with email. He is struggling to get them to review their tasks and update
task status each week. How can Pierre send his project teams a weekly email that
shows them their tasks and reminds them to make updates if needed? -
✔✔ANSW✔✔..Build a task list report and schedule it to send as an attachment weekly
Which describes the difference between a row report and a sheet summary report? -
✔✔ANSW✔✔..Row reports show rows from the grid, sheet summary reports show
fields from the sheet summary
What is the lowest permission needed to modify the criteria of a report? -
✔✔ANSW✔✔..Admin
Mariela has a sheet that she is using to track the status of a project. She has shared it
to her stakeholders with Viewer permission. She has received feedback that the sheet is
cluttered with completed tasks. How could she remove the completed tasks from view?
- ✔✔ANSW✔✔..Create and share a filter
Which type of user can create or own a sheet in Smartsheet? - ✔✔ANSW✔✔..Licensed
Questions
What can you customize when you insert a hyperlink in a cell? - ✔✔ANSW✔✔..Display
text
Which takes priority when a sheet has 2 conditional formatting rules? -
✔✔ANSW✔✔..The rule on the top
Kai is building a sheet to track opportunities for his sales team. For each opportunity,
the salesperson enters their Region and the Opportunity Value. Kai wants to know the
total value of all opportunities in the Western region. Which formula should Kai use to
add sales opportunities for the Western region? -
✔✔ANSW✔✔..=SUMIF(Region:Region, "Western", [Opportunity Value]:[Opportunity
Value])
Sandra has an alert workflow that notifies a sales manager when an opportunity in their
region is Closed-Won. A manager for a different region learned of this and wants one
for their region.What is the most efficient way for Sandra to start the new workflow? -
✔✔ANSW✔✔..Duplicate the existing workflow
Valentino created an alert to notify a contact in the Assigned To column if their task is
past due and incomplete. He realized that one of his external contractors did not receive
the notification when this occurred. What is a likely reason the external collaborator
would not receive an automated notification? - ✔✔ANSW✔✔..The Automation
Permissions is not set to Unrestricted, so external collaborators can not receive the
notification
Your project sheet includes a workflow that sends your manager a notification of
changes each day. Your manager is off for the next week and doesn't want to receive
notifications until they return. What is the recommended way to stop the notifications for
the next week? - ✔✔ANSW✔✔..Disable the workflow
Tiffany manages a request sheet for her organization's procurement team. Her team's
process requires that she keep a record of the original request, but the team needs to
update the request with new information as they work on it.
Which workflow action could she use to keep a record of the original request? -
✔✔ANSW✔✔..Copy row
Which option serves as a trigger for an automated workflow? - ✔✔ANSW✔✔..When a
date is reached
, Naomi has a sheet that she is using to manage a project. If a task is not marked
complete on the due date, she wants to remind her collaborators to update their task
status without navigating to the sheet. Which workflow action should she use? -
✔✔ANSW✔✔..Request an update
Shauna, a sheet-level Admin, is receiving too many notifications from an established
workflow. She still wants to receive notifications from this workflow, but not as often.
How can she reduce the number of notifications sent for a workflow without changing
the triggers? - ✔✔ANSW✔✔..Change the frequency by editing the Run workflow setting
Jean is building a workflow to remind collaborators to update their project status each
week. They want to change the message if a project is past due. What is the most
efficient way for them to do this? - ✔✔ANSW✔✔..Add a conditional path with a second
action
Faisal is managing a project in a sheet. He has a symbol column to track tasks that are
at risk. When a task becomes at risk, he wants to immediately notify the person
assigned to the task. How could he do this? - ✔✔ANSW✔✔..Create an alert to notify the
assignee when a task is marked at risk
Which action allows you to add additional actions after it within the same workflow? -
✔✔ANSW✔✔..Request an approval
Which statement about modifying reports is correct? - ✔✔ANSW✔✔..You can modify
the name of the primary column
Pierre is managing projects using Smartsheet for the first time. His project teams
communicate with email. He is struggling to get them to review their tasks and update
task status each week. How can Pierre send his project teams a weekly email that
shows them their tasks and reminds them to make updates if needed? -
✔✔ANSW✔✔..Build a task list report and schedule it to send as an attachment weekly
Which describes the difference between a row report and a sheet summary report? -
✔✔ANSW✔✔..Row reports show rows from the grid, sheet summary reports show
fields from the sheet summary
What is the lowest permission needed to modify the criteria of a report? -
✔✔ANSW✔✔..Admin
Mariela has a sheet that she is using to track the status of a project. She has shared it
to her stakeholders with Viewer permission. She has received feedback that the sheet is
cluttered with completed tasks. How could she remove the completed tasks from view?
- ✔✔ANSW✔✔..Create and share a filter
Which type of user can create or own a sheet in Smartsheet? - ✔✔ANSW✔✔..Licensed
