Best Of
Re: Why are unlicensed users asked to upgrade to Premium?
We just started rolling out smartsheet to our office. About 150 employees. We also went the enterprise route, and thought we had 'right sized' our licensing, based on the premise that the vast majority of users will be viewers only to the various sheets and reports. When I saw the 'upgrade' banner across the top of an 'unlicensed user' account connected with our domain, all I could think of is how our staff will feel. Bummed. We made an investment into the smartsheet platform, worked with smartsheet to develop custom API's, integrated Control Center... like I said, an investment. But from our staff's perspective, it will look like we cheaped out with some "free platform". I am posting this here in the hopes that this is being reviewed for enterprise clients with an option to turn this off.
Tim Starkey
Quick way to copy formulas across sheets I found
Problem: I had the need to copy a list of 26 formulas to 56 sheets maintaining the formulas for each sheet. to increase the data collection across the sheets. All sheets have the same column names. Smartsheet defaults to saving the end result, and doesn't offer the ability to just copy the formulas from one column in one sheet to another.
Solution: I found that if you type ' before the formula, and copy and paste the desired range between sheets, smartsheet doesn't recognize the ' and will post the formula from the cells. This way you can copy an entire rows formulas, and post the formulas into another sheet in rapid succession
L_123
Why are unlicensed users asked to upgrade to Premium?
Hi there,
Not sure whether this is request for change or an error in our licensing/configuration, but the unlicensed users in our configuration see a message that reads "You have limited access to Smartsheet. Upgrade to use premium features" whereas the licensed users do not see that message.
We have (we think) a properly licensed implementation of Smartsheet and that allows for a mixture of legitimately licensed and unlicensed users. The latter wonder why they are being asked to upgrade all of the time.
Advice?
Rob Hagan
Re: Why are unlicensed users asked to upgrade to Premium?
@Rob Hagan I agree this constant nagging to upgrade (i.e., pay money) is annoying and confusing to many non-licensed users. Collaboration is the key to Smartsheet so to constantly tell people who have a Smartsheet login that they need more is not helpful. I spend a fair amount of time fielding questions and requests for licenses that will never be granted in our organization. Given what we pay for a Business or Enterprise account, we should have the option to turn those messages off.
Susan Peck
Re: Automating document creation
Hi folks! I'm the Product Manager on document builder. I'm glad to hear that you're finding it valuable. Adding an automated workflow action to generate documents is a highly requested enhancement and will make document builder even better. I don't have an ETA at this time, but using the enhancement request form linked above is a great way to submit feedback directly to our team!
Thank you for your feedback! Let us know if you have more enhancement requests or run into any issues.
Chris Mathews
New! Scatter charts
Hi Community,
Hot off the press, I am excited to announce a new, highly requested, chart type is now available in dashboards: Scatter charts! A fan favorite originally introduced in Smartsheet labs, we are happy to finally make this available in the main Smartsheet app.
In addition, this update will introduce a new option for the x-axis called “numeric axis”, an option to change the x-axis to display number-based data points accurately on the axis instead of evenly distributing the data points.
You will be able to create a scatter chart from the data in your sheets and reports. To get started, create a chart widget or edit an existing widget, select “Add Data”, and choose the sheet or report you’d like to use as the source for your chart.
Note: At this time “numeric axis” is only available on scatter charts.
If you'd like to learn more, check out our help content on charting in dashboards.
As always, let us know what you think through the Product Feedback form (available from the menu here in Community), and thank you to everyone who submits feedback and requests for dashboards — we appreciate everything you send us!
-Brendan
Brendan Reed
Re: Document Builder - custom name for each file?
Definitely need this feature! We need to use a cell value like project title and a date as the file name.
Guangda Shi
Daily Update Solution without the need to open the sheet, use Zapier, or similar
Hi everyone,
Happy New Year!
I hope you're well and safe!
I've developed a way to use the newly released Record a date feature to update sheets with today's date automatically without the need to open it or similar.
1. Add a so-called helper column. (Date). We can call it Today Helper and add a date before the current day.
2. You'd then use an Automation Workflow as described below.
Trigger: When a date is reached
Every day starting on 2021-01-06 (today or earlier)
02:00 (select the time that makes the most sense for the process)
Conditions
Where Today Helper is in the past
Record a date
Record a date in Today Helper
This could also be structured so you'd use a so-called helper sheet for the process above and then link it to all other sheets where you'd need the daily update.
Let me know if you have any questions!
I hope that helps!
Stay safe, and Happy New Year!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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Andrée Starå
Lock or Store Date/Value Solution without using Zapier
Hi all,
I hope you're well and safe!
I've developed a solution that lets you store the date or value.
You'd use the copy-row automation and a VLOOKUP or combination of INDEX/MATCH to make it work.
We'd trigger the copy-row to another sheet and get the created date/other value and then use the VLOOKUP/INDEX/MATCH to get it back to the main sheet in another so-called helper column. As long as you have a unique id/value that we can use, it will work.
Also, this opens up more options with auto-numbering and similar.
Depending on other workflows, you could reuse one sheet for multiple workflows.
I hope that helps!
Let me know if you have any questions!
Stay safe and have a fantastic day!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as helpful. It will make it easier for others to find a solution.
Andrée Starå
Improved full screen mode, now available!
Hi Community,
In April, we introduced the new Smartsheet experience. While we’ve heard you love the addition of home and updated navigation, we also heard from you that the update takes up more space in sheets and reports, which was especially noticeable on small screens like a laptop. We heard you, and today the product team is happy to deliver an improved full-screen mode to help you regain screen real estate, when you need it.
On the right side of the toolbar, you’ll notice a new full-screen button. This replaced the previous chevron that collapsed the toolbar.
After clicking the button, you’ll enter our improved full-screen mode, which now includes the feature bar on the right hand side. In full screen mode, navigation options are hidden (navigation bar and search bar) to give you even more working area.
Bonus tip! Use our new Hotkeys to enter and exit full screen view quickly
- Mac: Control + Shift + F
- PC: Ctrl + F1
Why did we make this change?
Based on your feedback, we moved the full-screen button from the bottom left to a more prominent location at the top of the sheet to make it easier to find and use. This button will always be visible in the toolbar for quick access, no matter what size screen you are on.
We want to thank you again for taking the time to provide feedback, as it helps us understand what’s most important to you. We’ll continue to post in the Community as we make updates to spacing in sheets and reports, so stay tuned! And as always, if you have suggestions on how we can continue to improve, fill out an Enhancement Request for our product team to review.
Cheers,
Morgan
Morgan Kozol
