Best Of
Current User Report on Dashboard - NOT SHARED
Today if you are using a Current User Report on a Dashboard you have to be shared to the source sheet.
If I don't want people to see the data, there is no easy solution. Please allow the current user report to work by filtering in for view on the dashboard, not source data.
Dynamic View doesn't have all the features of a Report so this does not fix the issue. Also on the mobile app, it displays as a link.
Joe Goetschel
Change Cell Workflow across sheets
I know that some of this can be achieved with linking and some manipulative formula but I think it would be great (at least for me ;-)) if there was the ability to change the content of a cell on one sheet from an automation on another.
My scenario:
I use a date/time based automation to copy pertinent cells from one of my sheets (that contains some open cells and some cells linked from another of my sheets - the Master Sheet) into a sheet/process owned by another team in our organization as a 'new row'. Part of the row is a 'status' cell (a drop down) that I push into the other sheet with the value 'open'.
That team 'does their thing' and eventually that cell gets changed to 'Approved' (or denied or a couple of other statuses) and it's this change I would like to get all the way back to the Master Sheet. There is a unique ID that could be used as a filter/identifier to make sure its the right row in the Master that is getting the change.
Maybe I could create further 'shadow sheets' and get cute with linking etc, but a nice simple "change a cell on another sheet" automation would be perfect!
What do folk think?
Terry P
Re: From email name for Smartsheet automations: select a generic value versus owner
Hi,
Nothing to be sorry about. I'm disappointed that it's taking so long to make this change.
Considering the abundance of phishing emails,the FROM identity is a security concern and should be resolved by now.
Thanks
William Lupo
Re: Working Offline with Smartsheet
This is a huge issue for our organization. We work internationally and often in remote places without reliable internet access, so there are periods each month where management would like to update their progress on the project and cannot do so. It would save us many headaches and prevent duplication of work if we could have offline access!
Dante Huff
Share Partial Workspace
When I share an object with another user, I want them to see it organized within its workspace, not under their "Sheets".
If I have Workspace A, which inludes 50 sheets and I only share 1 sheet with User1, I want User1 to see Workspace A with only 1 sheet in it.
The organization of the current configuration is a nightmare for users. They have a bunch of random "back-end" sheets and reports shared to them that I dont really want them to access, but need to share in order to allow them to do the activities I want them to be able to do.
jessica.smith
From email name for Smartsheet automations: select a generic value versus owner
There should be an option to set a FROM display name for email from smartsheet automation.
Now, these come from "owner via smartsheet" and are confusing, often unrelated to the purpose, not relevant to the form intake workflow, and are a security concern.
When can this be addressed?
thanks
William Lupo
Descriptions for Reports
I would love an area where I can outline specific information, filter details, or specific usage instructions within a report when sharing with my team. Especially those that are mainly collaborators and don't spend as much time in Smartsheet.
S.Karkhoff
Re: Adding Images in Form Body and Descriptions
I agree embedding images in forms is extremely important to properly provide instructions to users. Often adding a description only goes so far but a picture of something that supports the description ensures proper data entry from the users and can also be used on the field to show what something should look like. I hope Smartsheet has this on their roadmap. 👍️
Manuel Lemus
Flexible Date Formatting
I have discovered 27 distinct methods for formatting dates, not including variations in separators. Unfortunately, Smartsheet only offers 10 date format choices. In the IT field, aligning data with its intended use is crucial, and proper date formatting plays a significant role in multi-factor authentication. If a user requires the MM/DD/YYYY format, but Smartsheet displays the year as two digits, it will create problems.
I have a scenario where we test new software with a group of over 500 testers. To access their assigned testing persona and credentials, testers refer to their name on Smartsheet. For some users, the DOB is used as part of the Multi-Factor Authentication, similar to a healthcare patient accessing their medical records through a portal. However, if the testers only see the last two digits of the year (YY) instead of the full year (YYYY), authentication will fail.
Having all the possible date formats and separators in the drop-down list would be fantastic.
Sbott
Auto-Create Child Rows WITHOUT Bridge or API
This initial solution is based on form submissions being made and each form submission triggering the creation of a set of "template" child rows per submission WITHOUT the need for a 3rd party app, the premium add-on Bridge, or the API.
So if your form submissions look like this:
Your working sheet could look like this:
There are a number of modifications that can be made such as the number of children, the number of levels, column data in the child rows, etc.. The below is just the basics to help everyone get started.
So here we go...
On the sheet where your form submissions will be made, you will need two sets of columns. One set that has the data to be pushed over, and another set that collects the data from the form submissions. You can leverage custom field titles in the form so that the form looks decent but the sheet stays easier to organize/manage. You are also going to need an auto-number column.
At the top of the form sheet and utilizing the primary column, you will put in your parent/child "template" set.
There are a number of formulas that can pull in the most recent form entry into that parent row, but for the sake of this example I have used
=INDEX([Form Field A]:[Form Field A], MATCH(MAX([Auto-Number]:[Auto-Number]), [Auto-Number]:[Auto-Number], 0))
Of course that same formula is tweaked and used in the B and C columns pulling from the corresponding Form Field columns.
The final step is creating a Copy Row automation. Set it to trigger whenever the A column changes (or a different column or combination of columns used in the top row of the template to accommodate your needs). The action would be to Copy Row to your Working Sheet.
Additional screenshots are below. This is just the base idea and can be expanded on in a number of ways, but accommodating every single possibility just isn't feasible in a single post.
Paul Newcome