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@Brock Beaudoin since you're on O365, using power automate to interface with the API would be the best option. It's a low/no code automation platform in the o365 environment. Would be pretty easy to do what you are looking to do to manage the update requests.

For the form, we'd send a form to the recipient and have a rowid embedded in the url (via a formula) so the responses can be brought back into the appropriate cells on your sheet. Form urls can be sent manually or via automation. I'm not in front of my computer today, but tomorrow I can post a quick demo video.

dynamic view let's users update the data in your sheet in a form with some conditional logic and required fields. Dynamic view wouldn't directly solve your metric tracking, would need some additional logic and or automations in the sheet.

This is an east fix by having a helper column put in the date in the format you want, based on the Smartsheet date.

This is achieved by the formula:

=MONTH([Smartsheet date]@row ) + "/" + DAY([Smartsheet date]@row ) + "/" + YEAR([Smartsheet date]@row )

Then you can apply conditional formatting to the helper date column as previously noted.

Hi @lramirez,

What you’ve described doesn’t seem like expected behaviour, and after some testing I also experienced the same results. I will check in with our Support team about this, but please open a ticket in the Support Portal providing the team with the screenshots and details you’ve included here.

From my testing, it looks like this issue is restricted to Text/Number columns and when the formula returns a numerical value. That is, manually typed numeric values will show in Board View, and if the result of a formula in the Text/Number column is text, the values will show in Board View. Therefore, as an alternative solution in the meantime, you could adjust your existing formula to the below, so that your resulting value is a text value:

• ="" + (1 + (TODAY() - [Start Date]@row ))

Thanks,

Georgie

Hi @Alev,

Thanks for sharing the screenshots - I’ve edited these and your post to remove your email address and the cost since the Community is a public forum. 

I can see you’ve shared a screenshot of the User Roles & Reports page - have you had a look at the Seat types and true-up page? You should be able to review users who have taken activity within your plan there, and you can then downgrade a user if necessary before the date stated in the email you received. More information can be found in the following help articles:

• Manage users
• Smartsheet user model and provisional membership

If you see no other user on the Seat types & true-up page, please submit a Support ticket so the team can investigate this.

Hope that helps!

Georgie

Thank you so much for sharing. I had actually already come up with these. It is indeed very tedious but something we need to do to have accountability for each step. We have started requiring each step to be completed within 24 hours. In order to hold them accountable, we need to be able to monitor where the process has stalled out.

Now I am working on revising the formula to show if the status is active do the Max or If statement. And also found out not all the product types required all the steps. So I am having to create columns to show the various product types and where they are in the process. Very, very tedious!

Thanks again,

Freda

Hi @JK60626!

I tested this on my end with a few of my own published sheets, and the toolbar (Print, View, Highlight Changes) is appearing correctly for me. Since I couldn't reproduce the issue, this behavior is definitely unexpected.

I would recommend unpublishing the sheet and republishing it to see if that resets the view.

When you republish, please double-check your Publish Settings (specifically the "Access Control" and "Publish Settings" options at the bottom) to ensure everything is toggled on correctly.

For more details on these settings, you can review this help article: Publish a sheet, report, or dashboard

I would also try the steps outlined in this troubleshooting guide, which covers common display glitches: Issue: Smartsheet is continuously loading, not responding, or not displaying certain items

Regarding your Support ticket, response times usually depend on the Support package you have and the team's current availability, but you should receive a response shortly. In the meantime, I would recommend troubleshooting with different users and different sheets to identify if this is a wide issue affecting everyone or if it's related to a specific sheet or user profile.

I hope this gets it sorted out!

Cheers,
Isaac.