Best Of
Re: 🚨 [Feedback Requested] Would commenting directly on Dashboards help your team? 🚨
I really like the idea of having the ability to have stakeholders or anyone be able to comment or add comments to a Dashboard. I even thought of the idea (and IF POSSIBLE) to be able to turn on/off the comments feature or be able to toggle it off or on, depending on the users or maybe within a certain timeframe? Could it also be only visible to the Admin or Owner of the dashboard, too?
Recently I had to have an internal client review the dashboard I created for his online course tracking and to get his feedback I was able to make a static PDF of the dashboard and add it as a Proof for his review. I gathered his comments and annotations through the Proofing feature to capture what he needed, liked, and what to do away with.
To answer some of your questions in your post here are my thoughts:
- Have you
everwished you could comment directly on a dashboard? Maybe once or twice. I do worry that stakeholders can really go rogue with their comments and would open up a door of continuous feedback. I also would not want someone else to see stakeholder comments or feedback thus the ask to have it only visible to the Dashboard Admin or Owners? - Do you take screenshots or write long Slack/Email messages instead? I used Proofing and added a static PDF to gather feedback and explain the why's/how's/and where's.
- Would annotations make this better — or just add noise? It will definitely add noise IMO. But can it be contained noise (i.e. the ask of Admin and Owners can be able to view or toggle off and on)?
- Do you feel the need to have a lightweight approval mechanism built in to Dashboards to get sign-off from your stakeholders? This would be interesting to see on what this would look like. Would it function similarly as the Proofing is setup for review and approvals? Tell me more!
melissa.garcia
Re: Form Basics
Could you make the field the question, and the answer a drop down (from Strongly Agree to Strongly Disagree) displayed as radio buttons?
KPH
Re: Receiving multiple emails from single workflow
Thank you for sharing the screenshots.
I was able to recreate the duplicate alert problem you reported.
As I tested, one way to prevent this is to send alerts not to "Specific People" but to "contacts in a cell".
As shown in the image below, I added CC3 Alert multiple contact columns for this purpose.
The workflow below utilizes "Send to contacts in a cell" for both approval and alerts.
And, as shown below, the contact in the CC3 Alert, or demo@cloudsmart.jp, received only one alert.
Note in Gmail, the older message has 2 after Smartsheet Automation, as "Smartsheet Automation. 2", meaning there are duplicate messages.
The same was true even if I used "Send to specific people" for the Approval request, but used "Send to contacts in a cell" for the alerts.
I do not understand why sending to specific people duplicates the alert, but using this method should stop your problem.
The following images are my test to replicate your issue.
I first suspected the possibility of being selected for all assignments, Lead, CC1, and CC2.
The setup caused the duplicate issue, but that was not the root cause, as assigning to a single role also resulted in duplicate issues, as shown later.
An interesting observation is that although Smartsheet automation sends update requests through different workflows, one for Lead and the other for CC1 or CC2, only the first one is valid, and the second acts more like an update request.
As shown below, the second request does not have an "Approve/Decline" button.
Assigning to a single role also resulted in duplicate issues.
Re: Form Basics
And to follow on from what @Corey W. says, you can also add more text as Help Text, if the questions are very long. The field name is just for your reference. The user will see the Label and Help Text. If no Label text is supplied, the Field Name will be used.
KPH
Re: Form Basics
@Robin Johnson You should be able use the label field to accommodate the longer questions. Then just use something short for the column names, like "Question 1". They don't have to match.
Hope that helps.
Thanks!
Corey W.
Re: 🚨 [Feedback Requested] Would commenting directly on Dashboards help your team? 🚨
I think this is a great idea, and really the next step in being able to fully collaborate inside of Smartsheet. Would this also be coupled with Insights to provide a theme or action list that can then be used by a PM to use as a possible change log?
In addition, being able to somehow have versions no a dashboard to track this would also be great, to again drive that scalable growth over time!
Antonie B
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Ryan Dougal
Re: Additional tool tips on Dashboard Widgets
I just saw this very interesting post from @vatsal.shah on using conversations on Dashboards.
This got me thinking of other uses that Dashboards generally miss to inform stakeholders. It would be great to be able to add Widget Descriptions for additional context.
As a partner, I get this question a lot, as people want to know how charts are generated, what data entries are used, or where to look for more context on this.
I think having it work similar to column descriptions would be great way to address this.
Seeing the annotation option, I feel it should be possible to add a description option that can be updated much like a title in the Widget Editor?
Antonie B
Re: How do I get the licenses provisioned to our account?
Hi @ICRM_Admin and @Antonie B
You have great timing for this question! A new update was released this week - you can now directly change a Provisional Member or Viewer to be a Member directly, without waiting for the True Up period.
Here's the announcement post with more information: We've added bulk seat upgrades to the 'Seat types and true-up' screen
Cheers,
Genevieve
Genevieve P.
Re: Dynamic Reminder Notification
Hi @zen1024
Quick thoughts on overcoming the challenges to what I believe you are trying to achieve:
- How about an automation that runs each day (Custom Recurrence) and sends a reminder to those where the date the reminder is due is the current day.
- The final step of the automation is to record the date that the automation ran.
- Use a formula to update the reminder date based on the date the automation last ran and the interval.
To get it started, instead of populating the reminder date column you will need to populate the date the automation last ran column with the reminder date minus the interval and have the formula create the reminder date.
The automation would look like this:
Hope that helps.
KPH