Best Of
Re: Bring Back the Outlook Add-In - Please upvote this!
This is very critical to our organization. It will cost countless hours, now, having to do much of this work manually. It can also cause information to be missed due to the manual input that is now needed. Please get this done as soon as possible.
Kevin Carlson
Re: User Subscription Model Change - Implications on your business?
Smartsheet has always had some dark patterns to try and force more paid subscriptions (e.g. by constantly telling free users they have limited access to a sheet, "click here" to request full access - but they are not told this costs money. Then a bunch of account admins get a message to approve a users access request and they are not told this costs money. So one of them clicks the "approve" button and now a new expense appears on your monthly bill and the user and the admin that approved them don't even realize what just happened.)
With these recent changes Smartsheet has devised and implemented a whole new level of dark patterns:
They have taken control away from admins and setup a system where conflict is inevitable between admins and users. Users are doing things that seem natural and don't even realize it costs the company money. System administrators have better things to do than babysit a true-up list to make sure provisional members don't slip past by mistake.
Lets say you are a team leader for a small group. You have been given control over company funds and have the responsibility to decide when and how they are used. But another party, who is not even part of your company, just gave the ability to every team member to incur debt and expenses without your control or consent. The members of your team don't even realize their actions are costing the company money and adding to your work load by having to continuously monitor what they are doing and undo their actions.
Re: User Subscription Model Change - Implications on your business?
So we are another long term customer whose price is about to double. smartheet is not able to provide us a list of users they intend to bill us for. The invoice they provided had a user count from a report they ran in June of 2024 but the annual amount of the renewal was slightly more (trying to get us to sign). The actual user count as of today was double what they had. When we pointed this out they offered us another option that doubled our price and we had to sign up for 3 years. Beware of these tactics. Like most customers we will be forced to renew until we can transition our processes to other systems.
Tom Sine
Dynamic View Details Panel - Field Description/Helper Text linked to source Sheet
Hi,
Dynamic View should pull in the column Description from the source Sheet and make it the Description/Helper Text, but allow for alternate or no text (via Settings checkbox) if admin wants to describe differently for a specific Dynamic View field.
Helper text is important, but should not need to be maintained in two sources or diverge to different descriptions, and currently I am only aware of a lot of cutting/pasting if I want to build or maintain Descriptions for same fields/columns between DV and a Sheet.
Thanks!
DdLund
Column Descriptions - administrative menu, exportable, linkable
We use column descriptions in many different ways to keep our sheet updaters/users informed and "trained" regarding the data they engage with. Here are some suggested features:
- Make a menu to view all Column Names, along with the text Description in a list view. It would be helpful to view all/many columns together, and be able to compare the text(s) in a sortable/searchable way, rather than to have to click into each Column Description in the live sheet where I am not aware of a way to compare the description to another column unless you've copied it out to a notepad or other text source.
- If a menu where searching/sorting/updating is too much to ask for, just make the Column Names and text Description exportable to Excel so we can search in an external sheet, without having to manually cut/paste dozens of column Descriptions one by one each time we want to confirm/compare/share for user training purposes.
- For columns connected by DataMesh, (or other linked column types that are essentially same column from a different source…?) have an option/checkbox to carry over the same column Description so they can be maintained in one location, and remain consistent if any change.
Thanks!
DdLund
A Reference field should be used to show conversations "@ messages" in Teams
Hi,
Every time a comment is coming from Smartsheet into Teams comes with no reference whatsoever making it difficult to track right away forcing users to open the Smartsheet item to really see where -what row- it is coming from wasting time & adding redundancy if they already have that Smartsheet item open.
Suggestion to use/enable a reference field such as the Primary column or others to immediately see the row where it is coming from that conversation. See attached.
Cruz Ortiz
Is there a way to export column descriptions with the sheet?
For data export needs, I was trying to see if it was possible to export the column descriptions when I export a Smartsheet to Excel. I know it will export comments and the sheet summary. Anyone know if exporting column descriptions with a sheet are possible?
newm6649
Re: Data Shuttle filter for dates after a certain date?
@RAdamowicz No, they do not need to be formatted that way in the Excel or Smartsheet. It's purely how you format the filter in Data Shuttle.
Let me know if that works or if you ahve any issues!
Darren Mullen
Re: How do I update a status based on 3 different approvals.
Hi,
I hope you're well and safe!
To add to Tomasz's excellent advice/answer.
Another option could be using Workflows instead; you don't need formulas.
Also, a method I use if the Approvers are beside each other is to count the approvals instead.
=IF(COUNTIFS([Approver 1]@row:[Approver 3]@row, "Approved") = 3, "Approved", "Not Approved")
I hope that helps!
Be safe, and have a fantastic day!
Best,
Andrée Starå | Smartsheet Expert Consultant & Partner / CEO @ WORK BOLD
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Andrée Starå
Ability to Favorite a Collection
The Collections feature is amazing - we love it! It makes it so much easier for those who are not familiar with Smartsheet to get what they need and not be distracted by other sheets and workspaces they may have access to. However, it would be even better, if they had the ability to favorite it so they could find it easily. Currently, they must have the link or know which workspace to open to find it.
KLaLa