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Add "Links" to row action indicator column
With so many organizations using Sharepoint, Teams, etc. now, it would helpful to have a dedicated spot to include Links to documents/files just as Smartsheet has made available the Attachments window to attach documents to sheets (even if it is to just document the link existence versus a "click to go to" feature).
TPeabody
Program Management within PMO structure
I need to set up a Program (Multiple projects). What is the best way to do this within my portfolio? Set up each project in the program as a separate projects? add these projects as separate sections within one project plan?
Ultimate goal is the have a status for the program and have the program report as a status in the portfolio. Example
Portfolio contains the following:
Project A
Project B
Project C
Program X. This program has the following projects:
Project x-1
Project x-2
Project x-3
KKiefer
Enable Automated License Provisioning/Deprovisioning (Member to Viewer) via SCIM under USM
Dear Smartsheet Teams,
With the introduction of the new User Subscription Model (USM) and the "Provisional Member" state, I understand the added complexity. However, the ability to automate upgrades and downgrades between Viewer and Member via SCIM remains critical for enterprise license management.
Use case:
- When a user is set as Provisional Member, we may decide they do not need a paid license permanently.
- It is acceptable to manually downgrade them to Viewer in the Smartsheet Admin Center as an initial step.
- After that manual downgrade, we would like our IdP (we use EntraID) to be able to re-upgrade the user to Member automatically when they request access (for example via an Access Package, an EntraID feature), and to automatically downgrade them back to Viewer when they are removed from that Access Package.
- The current requirement for ongoing manual intervention in Smartsheet breaks this SCIM-driven workflow and increases administrative overhead.
Why this matters:
- Restoring SCIM control over Viewer↔Member transitions would enable consistent, automated license lifecycle management (provisioning, deprovisioning, and re-provisioning) across enterprise accounts.
- It reduces manual work, avoids delays in granting/removing access, and aligns Smartsheet with common IdP-driven access patterns (like Access Packages).
I understand there may be implementation challenges, but I’m confident this capability could be designed in a way that respects the new USM semantics. Restoring or exposing this functionality to SCIM would be a major improvement for enterprise customers.
If helpful, I can share example provisioning attribute mappings or describe our EntraID Access Package flow in more detail.
Thank you for considering this request.
rendeu
Re: October Question of the Month - Join the conversation and receive a badge
I would have a talk show that features Inspirational Stories about Failure. Stories about people who have over come something difficult in their lives, about how they kept going no matter how many Nos they got, about learning from failure. No one in this lifetime escapes failure. It's what you do with it that matters.
Form Deactivation Date
I'm wondering if there is a way to have a form deactivate on a specific date or if there is an automation to deactivate a form when certain conditions are met in a sheet? I have expiration dates for items that use a form and I would love for the form to deactivate automatically when that expiration date occurs.
YvonneB
Re: Multiple Update Requests In One Email
Oh, finally I understood why today I got a request for 8 records in a single email, and yesterday I got 2 in separate emails.
If seven or more rows are triggered at once, the custom subject and body will be removed.
Actually this rule is a problem for me. Is there a way to get rid of this rule, or to increase that number?
I do need to send separate emails for updates, no matter how many. How to solve it?
Thanks!
Marco Moura
Add Custom, Pre-Set List of Update Request Dates
Smartsheet does not allow users to enter a list of unique dates for an Update Request to be sent out. The closest users can get to this feature is setting the Update Request to be sent on a certain day and time, however, this allows the user to enter only one date for one request (or a repeated sequence like daily, weekly, etc.). In the case I am proposing, users would be able to enter dates like 10/10/2025 8 AM, 10/12/2025 9 AM, 10/20/2025 7 AM, etc. Notice how the dates do not have a set, even iteration as thy are unique date and time values.
The idea situation would be if users could manually type a list of date and time ranges (even if they don't follow any particular pattern) or select these dates and times from a calendar and clock view. This would allow users to schedule out Update Requests before certain calls/meetings that may not follow any particular schedule or cadence.
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The closest to the feature/idea that I am proposing is seen below. Only set, constant cadences are allowed to be preset on a weekly, biweekly, monthly, etc. basis rather than a list of custom dates and times specific to each of the unique dates.
kaewal01
Re: INDEX / MATCH / CONTAINS Assistance
Hi @Angela Logie,
As @Adam Murphy suggested , INDEX(COLLECT) should work for you. Since the match column in your target sheet contains multiple values, we first need to separate them out so that the formula can use them as separate values, and then we can use the HAS function within our formula.
My suggestion would be to take these steps:
- Create a helper column in your target sheet to return the values from “SFOP” as separate values:
- Create a new column - I named mine “Split values”.
- Use the following formula and convert it to a column formula: =SUBSTITUTE(SFOP@row, ", ", CHAR(10))
- Change the column to a Dropdown List and toggle on “Allow multiple values per cell”. No need to enter any values in the Values box.
- You should see the values returned as separate values in grey boxes, as seen here:
- In your “Hard Stop (SFDC Opp)” column, use a formula similar to below and convert it to a column formula:
- =IFERROR(INDEX(COLLECT({Hard Stop}, {Opp number}, HAS([Split values]@row, @cell)), 1), "No Hard Stop in SF")
- I’d recommend changing the names of your range references to make it easier to understand what the formula is doing. You can also reuse range references in other formulas on the sheet. My references in the above formula are as follows:
- {Hard Stop} is the “Has a Hard Stop Date?” column in the source sheet
- {Opp Number} is the “Opportunity Number” column in the source sheet
Your formula should then work as intended. Here’s a screenshot showing my test target sheet with the formula working:
More information about the COLLECT and HAS functions can be found here:
Does that work for you?
Georgie
Georgie
Sub-Columns and Grouping by Time on Smartsheet Calendar App
We are a study abroad center and currently use Smartsheet for our class schedule, which works well to combine information between our different sheets. However, when we need to have a more visually effective class schedule (e.g., to verify potential class conflicts, find an empty spot for an event, or simply for distribution among faculty, staff, and students), we have been using Excel because, so far, we could not find a system to view things as we wanted through Smartsheet. I am asking for a product enhancement because being able to do everything through Smartsheet would be much preferable rather than having to manually build a template on a different system.
Through the Smartsheet Calendar App, we tried to build the Smartsheet Class Schedule Calendar featured in the attachment. However, the result attached doesn't fulfill our needs:
- Could the Smartsheet Calendar App allow for sub-columns like Excel? In this case, my primary columns would be the days of the week and my sub-columns for each day would be the classrooms.
- Could the Smartsheet Calendar App allow for grouping by time? Instead of having classrooms listed on the left, I would rather have the times, so that separated blocks can be created for each class in each classroom depending on the length of the class, in correspondence with the starting time and ending time shown on the left (see attached Excel view).
When I look at the Excel file, I can see immediately for any given day of the week, which classroom is busy when and when it is free. I would like to have the same capability through the Smartsheet Calendar App.
Thank you for your help!
Anne
Anne Santini