Best Of
Re: Select multiple records to fill in a document
Good idea. I've previously requested this feature @Ian Cooper via the old Request Form.
We generate Payment Certificates that take data from various sheets, and run some calculations in the background to present on a Dashboard that is formatted to look like an A4 sheet of paper that can be PDF'd. It's a little fiddly.
Ideally, we would use Document Builder to upload our Payment Certificate template and have Smartsheet run the calculations from the various sheets and deposit the values in the pre-determined fields. Given the recent update to Document Builder where Automation would allow a user to check a Check-box that then kicks into gear the Document Builder process, this would help immensely.
Richard Heath
Re: Project Management Office Template Updates
Can you see the sheet in the main workspace - outside the template folder?
Another way to find a sheet:
- Click on a cell in your Project Metadata Sheet that’s already linked to the Portfolio Summary. look for a small grey outward arrow in the corner this means the data is being sent out. A blue inward arrow means data is coming in
- A popup will appear showing the sheet data it’s going to like "Used in formula on Portfolio Summary" this is a hyper link
- Click the link then in the bottom left corner you'll see an option Go to Sheet to open the Portfolio Summary sheet - problem solved (hopefully)
Once you’ve found the sheet
- Add your new columns. (make sure they exactly match the new ones you added to the Metadata Sheet)
- Update any crosssheet formulas so they reference your new columns correctly.
If you find a Sheet Summary Report don’t add columns to the Portfolio Summary sheet add your new fields to the Sheet Summary section of the Project Metadata Sheet and include those in the report.
Jason P
Re: Connecting multiple PMO templates
Great question! Customer Onboarding and Client Implementation often represent two phases of the same journey—onboarding typically comes first, covering account setup, introductions, and initial training. In contrast, implementation focuses on actual delivery, like configuration, integration, and go-live. Integrating the two can create a seamless experience for both teams and customers.
Though I am not so familiar with those templates, here are a few integration ideas that can be applied to any kind of templates:
- Combined Gantt Report
I created a report pulling rows from both templates. To unify the view:- I standardized column names (e.g., changed “At Risk?” in the Implementation Timeline sheet to “At Risk”, and “Internal Owner” in the Onboarding sheet to “Assigned To”).
- I aligned cell formatting to ensure similar fields appear consistently.
- I added a “Parent” checkbox column with the formula
=COUNT(CHILDREN()) > 0to show only parent rows for a cleaner overview. - I added a “Breadcrumbs” column with
=JOIN(ANCESTORS([Task Name]@row), "> ")to display task hierarchy. - In the report, I filtered by Parent = checked and grouped by sheet name, changing the Onboarding sheet's name to add "_" in front to come to the top.
- Combined Dashboard Navigation
I built a summary dashboard with:- Shortcut widgets at the top for quick access to each dashboard.
- Web Content widgets using the published embed code of each individual dashboard (for demo purposes).
- On each individual dashboard, I also added shortcuts back to the combined view to ensure smooth navigation.
(In actual use, it’s better to use the real dashboard links rather than public embed codes.)
This setup helped stakeholders get both a high-level and detailed view of onboarding and implementation progress—without toggling between unrelated sheets.
Re: Datasources for Dropdown Menus
A lot of SSFeatures have requested this feature, so I've done a bit of research into the solutions for this.
Here are the list of solutions that I've found:
DataShuttle by Smartsheet - You can achieve this in Data Shuttle if you have that addon, but it requires a configuration for each data source/destination.
Dropdown Update for Smartsheet - Probably the simplest of all of the options.
SmartLink by @Gia Thinh - This one uses Webhooks to keep your data in sync in real time, which is really nice. Some of the other ones only update your data every few minutes, whereas this one updates the data right when it happens.
Solution Manager by SoftwareX - The dropdown updater is bundled with their solution manager, so it comes with a bunch of other useful tools besides just the dropdown updater. I believe that this one works with Control Center builds. Maybe someone from the SoftwareX team can confirm.
Smarter Dropdown List Manager by Smarter Business Processes - You configure the dropdown data sources in a Smartsheet sheet. Which is really nice! The configuration lives in Smartsheet, rather than needing to configure everything in a custom web app.
I'm sure there are others out there as well!
SSFeatures
Re: Send Dashboard via email - manually and automated workflow
Yea from a technical perspective this is a challenging feature to implement, and it's something that I've been playing around with adding into SSFeatures. But I'm hesitant to work on it if the Smartsheet team is actively working on this feature.
There are so many widgets, with lots of different customization options, and each of those would need to be explicitly rendered properly while sending out the email. Definitely a lot of work!
Thanks @TomG for keeping this thread updated!
SSFeatures
Re: How exactly will the new user-subscription / True-Up model affect my business?
Hi @kowal
Yes all my customers will have their own domains only. Thanks a ton for providing this valuable insight!
zealvert
Re: Table view initial release is now generally available for all customers!
I figured out how to sort multiple columns with different directions in the Table view. I hope this helps anybody else who was struggling like I was.
- Select 1 or more columns.
- You can hold "CTRL" then click to select another column without deselecting the first column.
- Then right click one of the columns.
- Then hit "Sort ascending" or "Sort descending".
This forces all of the columns to sort in the same direction (ascending or descending).
5. Now you can directly click the arrow under the column name to change the sort direction for that specific column.
Now you can sort your columns, and choose which direction you want each one to be sorted.
SSFeatures
Re: Formula for RAG rating based on status and dates
@kowal @Cheryl C thank you both! The formula works but how would i make it so it shows in the coloured dots?
Update: all good I figured i just had to edit the format of the column. Thank you!
Carmen H
Re: ESRI Integration: Does anyone have an existing solution for ESRI↔Smartsheet? (GIS/ArcGIS)
Hi @NeilKY,
It looks like the Skyway integration may be the only existing integration for ESRI and Smartsheet. The alternative would be to use the API, but I understand that you’re looking for something that’s already set up. I’d recommend adding your vote to the following product idea and adding a comment as to how this would help you:
I also found this blog post in the ESRI Community which may be useful if you haven’t already come across it: Updating ArcGIS Online hosted feature layer with Smartsheets using ArcGIS API for Python
Hope that helps a bit!
Georgie
Georgie
Re: From ESRI GIS to Smartsheet
@NeilKY Unfortunately, we did not. I'm thinking about taking GIS data from SQL into Smartsheet using the ODBC connector, but have not tried that yet.
ljkeefe1