
How Smartsheet’s Search Functionality Empowers Your Business

At Smarter Business Processes, we’re huge fans of keeping things simple. It’s our reason for being, really, as we work with Smartsheet users to get the most from the product and add our own apps and training sessions to increase accessibility and functionality.
Imagine our delight when Smartsheet recently upgraded their search functionality, raising the potential for far more granular searches, faster working practices and better visibility of data. Here’s what the changes mean to you:
With the new advanced features, Smartsheet now allows you to effortlessly find and edit forms, attachments and even rows directly from the search results, saving time and increasing efficiency.
This means you can update multiple entries across your Smartsheets without the hassle of navigating through countless sheets.
Enhanced Search Capabilities
The real value in these updates is the fact that the search capabilities offer a new level of granularity across the board. By using the advanced search results window, you have more choice, as the examples we’ve included below illustrate.
You can filter and sort your search results by type, ensuring you find exactly what you need without sifting through irrelevant data. The ability to search inside dashboards and reports enhances data accessibility, making it easier to maintain oversight of critical business information.
The user experience is significantly enhanced by the search icon now being included on the left-hand navigation bar. But it’s the advanced search results link that’s the most powerful. Click through to this and you’ll find a host of options for searching.
The level of detail is impressive; even attachments can now be found through search. You can also search for reports, dashboards, folders and even inside the summary pane.

Here are a couple of examples of ways you can use this enhanced functionality:
Editing Rows Directly in Search
One of the most powerful enhancements is the ability to edit rows directly from the search results.
This feature eliminates the need to navigate through various sheets, boosting your productivity significantly.
Simply search for ROW in the content type box and locate the small pencil icon to the right of the results that come up.
Click on this to access and edit the row, in the search view.
It’s instant, ideal for quick fixes and we’re totally inspired by it.
This new functionality is a real time saver, especially when dealing with repetitive updates across multiple entries. For instance, if a specific term needs adjustment in several places, you can update it swiftly without switching between sheets, which also reduces the risk of errors that might occur when managing large data sets.
It’s a straightforward way to keep your information current and accurate.
Optimising Form Management
The new, improved search functionality also means managing forms within Smartsheet has never been easier.
You can now limit your search to forms alone, by selecting FORM in the type dropdown, or, when searching more widely you can easily identify which results are forms by their distinct purple icons.
This means you no longer need to recall which forms are linked to specific sheets and once located, you have the option to open, edit, or retrieve the form’s URL directly from the search results.
This not only saves time but also streamlines form updates across your projects. The ability to manage forms efficiently ensures that your data collection processes remain seamless and organised.
If you love knowing about improvements to Smartsheet that simplify your business life, check out our LinkedIn page and give us a follow. We always feature time saving tips as well as information about the apps we design to complement Smartsheet and make your processes even slicker.
















