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Automated Message from Triggering User
I set up several automations that result in an email being sent to a person after a form has been filled out by a particular user. That particular user should be the "triggering user" meaning when the email is sent, it should appear as though it comes from the person who filled out the form. Instead, though, the message looks like it comes from me since I'm the sheet admin.
Any thoughts on why this isn't working as expected?
Judith Campf
Updated User Role/Permissions to allow Template Sheet Creation by ALL EDITORS/Admins/Owners
Allow Templated New Sheet Creation by ALL EDITORS/Admins/Owners.
I understand restricting new grid/report/etc. creation WITHOUT A TEMPLATE to all Editors/Below.
However, restricting Templated new sheet creation for Editors/Above defeats the point of creating a template to allow team based scalable project workflows.
The current requirement of Templated new sheet creation by admins is a great waste of admin resources.
See this post detailing the issue.
Please ADD this updated permission level for EDITORS asap.
Kindly,
Darian
Darian Klare
Re: Changing single asset access on new membership model
Thank you @amarkumar. I was afraid of that — we used item-level permissions quite extensively, so this is a big change for us. Apart from Dynamic View, I wish there was still a way to keep item-level permissions.
jmhoward
Table View "Reference Another Sheet" Link
In Sheet view, when writing formulas like index(match()) or similar, there's the option to click on "Reference Another Sheet" to select a reference range on an external sheet. With the new Table View formulas pop-out, I am unable to do this. I am unable to use Table View until this feature is updated.
egardner
More efficient way to hide/unhide columns
Provide an easier way to hide and unhide mulitple columns. We have large sheets with multiple columns, and there are times when we only want to view a smaller group of columns. Currently it's too cumbersome to hide the columns we don't need and then unhide when we are done, so we just scroll back and forth to view what is needed. Maybe allow for different named views of each sheet (defined by what columns display in that view) that would let you easily select the view you need for the task you are doing.
BarbaraHanville
Re: Outlook Email to create new Rows in a Smartsheet
@DWrightCSInc Since you're in the Microsoft environment, the easiest way about be to leverage Power Automate. It can monitor for those emails to come in, and then create a row and put in the attachment into Smartsheet.
I'm happy to have a quick chat about it.
This won't cover your use case, but if want a getting started with Power Automate and Smartsheet, I have a little course I put together: https://smartworkflowguru.com/course/getting-started-with-power-automate-for-smartsheet-users/
Darren Mullen
Re: Feedback Needed on Status Rollup Solution
@Aakash S Not quite. The automation trigger would just be whenever the helper column changes. You would have a condition to monitor the status, and the action would be to output that same status.
Automation #1:
Trigger = Helper column changes
Condition = Helper column is "Status A"
Action = Change Cell to "Status A"
Automation #2:
Trigger = Helper column changes
Condition = Helper column is "Status B"
Action = Change Cell to "Status B"
Paul Newcome
Re: Unable to connect to Smart sheet API using the Python sdk
Hello @Khaiser ,
I think a better advice is to switch to RESTFUL API and if you still have issues post it here.
Alex Argumedo
Native Secondary Axis & Mixed Charting
Problem: Current Limitations
- Scale Conflicts: Currently, users cannot easily plot two data series with vastly different scales (e.g., "Budget" in millions vs. "% Complete" in decimals) on the same chart; the smaller metric becomes invisible.
- Complex Workarounds: Users are forced to create "Helper Columns" (to manually normalize data) or build separate intermediary Reports just to structure the data for a dual-axis view.
- Rigid Chart Types: There is no seamless way to mix chart types (e.g., Bar for the left axis, Line for the right axis) without significant manual configuration.
Proposal: One-Click Dual Axis Support
- Native Axis Toggle: Add a simple configuration option in the Chart Widget to assign specific data series to a "Secondary (Right) Axis."
- Mixed-Mode Visualization: Allow users to independently style the secondary axis (e.g., visualize the Primary Axis as columns and the Secondary Axis as a line) directly within the widget builder.
- Direct Sheet Plotting: Eliminate the need for helper columns or reports; allow the chart to interpret disparate scales from the raw sheet data automatically.
adoosa
Automated Dashboard Snapshots & History
Problem: Current Limitations
- Ephemeral Data: Dashboards are "always live." As soon as the underlying data changes, the previous state of the dashboard is lost forever; there is no native way to view "what the dashboard looked like last Friday."
- Manual Workarounds: Users must manually use snipping tools or "Print to PDF" every week to create status reports for executives, which is tedious and prone to human error (forgetting to snap the picture).
- Lack of Trend Navigation: Executives cannot toggle between "Current View" and "Last Week's View" directly on the dashboard to visually compare progress.
Proposal: Scheduled Dashboard Archiving
- Automated Capture Engine: Introduce a feature to schedule automatic snapshots (PDF or Image) of a dashboard at set intervals (e.g., Weekly on Fridays at 5:00 PM).
- "Time Machine" Navigation: Add a native dropdown or slider on the live dashboard allowing viewers to switch the display from "Live Data" to a "Historical Snapshot" without leaving the page.
- Auto-Distribution: Allow these snapshots to be automatically archived to a specific Smartsheet row (as an attachment) or emailed to a distribution list, ensuring a permanent, auditable record of project health over time.
adoosa