Best Of
Re: Smartsheet to Salesforce Connector - Starting Over
Hello @robertDavis !!
Here is an article that might be a good resource to troubleshoot as well as suggestions for what to do in these situations. If this does not properly answer your questions, I am more than happy to jump on quick call on zoom to assist in trouble shooting and starting over. Link to my calendar in my signature below. π
Re: Whats wrong with this nested if and vlookup formula?
You are closing out each IF statement before moving on to the next, but they need to be left open so that it is the "value if false" portion of the IF before. Notice the locations of the closing parenthesis in the below examples.
You have
=IF(this = this, do this), IF(that = that, do that)
You should have
=IF(this = this, do this, IF(that = that, do that))
Paul Newcome
Re: Personal Identification Information
Does your IT team have a specific concern? There is a lot of info on smartsheet security here
And here
And that second link has an option to contact Smartsheet security team who could help address the concerns.
KPH
Re: Personal Identification Information
Hello @rachmavis ,
I work in Pharma and we are able to utilize Smartsheet that is IT approved for specific operations.
Below is my holistic approach. You should have your Smartsheet CSM in the meeting with IT. Your Smartsheet CSM should have a technical resource (if needed) to address IT security concerns as these should have been addressed prior to contract installment.
1) Identify applicable Stakeholders: Leadership, Finance, Legal, HR, Compliance, IT, etc.
2) Discovery meeting with Stakeholders kick off only
3) Schedule break out meetings by Stakeholder Roles for requirement gathering
4) Demand Specification Form documentation
5) Meet with Stakeholders to review Demand Specification Form
6) Upon email approval, build, test and deploy
I actually create Test Scripts in Smartsheet housed in a folder in the same Workspace as the solution. That way it is easily accessible when IT Auditors want to review for security and sustainability of the solution.
Happy to have a discussion to help your frame your Smartsheet goals for adoption.
Re: Introducing the newest Community Champions! π [January 2025]
Wow @SSFeatures that solution is amazing! The conditional formatting piece alone will save soooo much time for people!
Congrats to @Rich C @Philip Robbins too! Their Smart Image to Cell has been an amazing value add to see attached photos go right into a cell in a row.
Love seeing all these solutions that make a huge day-to-day impact! Congrats everyone!
Tim C
Re: Show Off your Smartpets
My four furbabies:
- Speckle (dilute tortie)
- Smudge (orange and white)
- Todd (tabby in last photo)
- Lou (tuxedo in last photo)
meagans
Re: Smartsheet training on LinkedIn
@harocha have fun and let us know how those trainings are.
kowal
Re: Looking to speak with a customer using the New User Subscription Model
My company already transitioned to the new model which is the full suite of bells and whistles. We just stood up the Council of Champions. I will see what I can dig up from our PM and TPM.
There is noticeable activity like the "Wild Wild West" being corralled as of now.
Access Gating
1) Smartsheet Access Request Submission Form including justification
2) Smartsheet Approval Workflow Automation
3) If Declined, explanation triggered automation notificaiton
4) If Approved, explanation triggered automation notification
Why access gating? We are in the Pharma industry which is heavily regulated and constantly shifting with local and global environment impacts. Conscious designing, testing, rollout and succession planning needs to remain top of mind.
Smartsheet Adoption Strategy
1) Biweekly Smartsheet Office Hours with Smartsheet CSM and Council of Champions
2) Proofs of Concepts built by Council of Champions
3) Identify team roles to reduce licenses (i.e., Visionary, Architect, End User)
4) Optimize usage of Dynamic Views, Dashboards, and WorkApps.
API Adoption
1) Download audit trail of assets.
2) Download audit trail of asset assignment.
3) Quarterly Access Reviews
4)β¦
Why API adoption? Get full list of Smartsheet Groups and Group assignments to Assets.
Re: How can I change Community profile name
Hi @Michael Drayton,
I've switched up your username to match your real name. If I can help you with anything else, just let me know. π
Rebeca S.