Best Of
Re: HYPERLINK Function
Please incorporate this feature, or at least add it to the roadmap. you can't even move links with datamesh. It can be very frustrating.
Samuel Mueller
Re: Connect and hear from past ENGAGE attendees 👋
Such great advice that I'm not sure that I have a lot to add. Good shoes, connect, schedule yourself are all good things to look out for. But I'll take a different approach and share some things I've started doing now that I've been to 3 different Engage (Engages? Engagites? Engage-athons?).
Mental Preparation
Prepare yourself mentally before you go. That is not to say that your packing lists and scheduling breakout sessions you want to attend aren't good things, but you have to be ready to take it all in if you want to get the most out of Engage. For me, a natural introvert (which some of you might not believe), that means preparing a week or two out to have my social battery absolutely drained. I take extra time with family, make sure I'm well rested, and schedule enough time to get into town and unpack/relax before the conference starts. Once it gets going, you really get the best value by talking to people and sharing experiences.
That also means, scheduling in enough time to rest between sessions. It might sound like a good idea to get into as many breakout sessions as humanly possible, but it could also lead to conference fatigue in a hurry! Skip a session if it has a repeat later in the week and take some time to explore the floor. Go decompress and take a call or just sit by a window and recharge before hitting it again. Yes, you want to maximize your time, but you also need to watch out for overload
Plan to Network
You don't necessarily have to have business cards at the ready, but make real connections at this conference. Everyone is there for the same reason, so if they are close enough to you for you to talk to them, they are fair game for you to ask how they use the platform.
Also, SMARTSHEET PERSONNEL ARE FAIR GAME! You are going to interact with the literal program managers for some of the features you care about most. Engage with them, ask them questions, grill them about why your favorite widget doesn't do the x/y thing you need it to. And get their name and email so you can continue the conversation after the conference.
Don't Sleep on the Labs
The design and idea labs are your chance to weigh in on the direction Smartsheet is taking with their product. Prioritize getting in and commenting on upcoming features or new ideas that Smartsheet has about their platform. Not only will that give you ideas about how you can use those features in the future, but you have the ability to shape their rollout with your opinions. This is also a hotbed for Smartsheet product owners to hang out/poll people about the part of Smartsheet they own. Don't miss your chance to tell the people building the product you use how you feel about their features.
Closing
Engage is great, but it is a lot. Take time to yourself, connect with everyone you can, make sure your voice is heard on the product. Just do it all in a way that leaves you energized and motivated, not a zombie the week after.
David Tutwiler
Make it so that a dashboard and all its components (widgets) belong to the owner of the dashboard.
Currently, a dashboard's components do not belong to the dashboard's owner. If another user adds or edits a widget on a dashboard, that widget does not belong to the dashboard's owner. Instead, it belongs to the person who added the widget. This means that if a dashboard changes ownership, the dashboard will break when the widget-adder is un-shared to the dashboard.
This issue is a big one, with far-reaching consequences which necessitate changes be made to its current behavior as soon as possible...
If you build a dashboard, it is assumed that all elements displayed on that dashboard are a part of that dashboard. It is also assumed that the ownership of that dashboard (along with all of its elements) belongs to the "owner" and not that each individual widget belongs to the person who last edited it.
This behavior is very puzzling. Why do the dashboards function this way when none of your other products work in this way? For example, if a sheet is shared with several users with admin-level permissions, the form doesn't belong to the person who made or edited it. Similarly, the automations for that sheet do not belong to the person who added them. Additionally, the sheet does not break when an admin-level user is un-shared to the sheet. The sheet and its automations and forms are seen as one unit. That is how a dashboard should function; as one unit.
The design of dashboard ownership functions poorly because a dashboard's widgets are not considered part of the dashboard's ownership/elements. This creates so many issues, including the fact that a dashboard will break if an admin-level employee made changes to a widget when they leave our employ. It is unreasonable to assume:
1) that we would give that employee access to our data in perpetuity or
2) that we will manually re-link hundreds, if not thousands, of widgets every time an employee leaves our employ.
Re: Dynamic View Comments notifications for user without access to source sheet
I am also interested in a resolution for that; because without it, it kind of makes the whole dynamic view counterproductive.
Thank you
Re: Dynamic View Comments notifications for user without access to source sheet
I would like to have my external users access Dynamic View without having to give them permissions to the source sheet. I would also like for the email notification sent to the external users when they are tagged in the conversation to contain the link for the Dynamic View rather than the source sheet.
Re: December Question of the Month 💭 Join the conversation and receive a badge
I am proud of myself for applying for and being accepted into a Master of Science program. Living up to being a life long learner!
Re: December Question of the Month 💭 Join the conversation and receive a badge
Finding time for my hobbies again. It is easy to get swept away with life, family, kids, work, house projects, holidays, keeping up with the seasons. I find it hard to make time for myself and my hobbies. I've been intentional about it recently, and it's definitely giving me an energy boost elsewhere to push through the slumps.
Can automation create a new sheet from a template?
Hi all,
I have an intake form that adds a new row to an intake sheet. I also have a template that is basically a scoring rubric. Currently, someone manually opens this template and creates a new sheet every time a new row appears in the intake sheet.
Is there a way that automation could use a template a create a new sheet automagically?
Zsolt
Re: Nominate Peak Humans & get a badge!
I nominate @Paul Newcome. it is without a doubt he has shown dedication and generosity to share his vast knowledge of Smartsheet to everyone in the community. Top guy!
Re: Nominate Peak Humans & get a badge!
I'll throw out my list of nominees.
My coworker, @TWO21 for being a runner up in this year's Template contest! Also, for being a fantastic coworker and developer of Smartsheet solutions at Williams.
@Paul Newcome and @Andrée Starå for being incredibly helpful resources in the Community who are always willing to help people out! Truly amazing how generous these two are.
@Genevieve P. @Alison Clancy @Arsineh @Maxwell Griffith @Hunter Reed and @Drew Ridgway for always being available to questions, willing to help me out without hesitation, and just being downright good people willing to do what it takes to build a community and help solve problems. I truly have not worked with another group of people who are so kind and willing to help. Without yall, I would not be doing what I'm doing today.
manley85am