Best Of
Re: NEW! Modern forms submission experience with accessibility enhancements
Updates!
- Dashboard widget: Can you please file a support escalation request.
- Dropdown contacts:
Team is working on a fix asap.FIXED - Side-by-side formatting:
Team is working on a fix asap.FIXED - File uploader email attachment/upload types: Team is working on a fix asap.
- Re-use data: Team is working on a fix.
- Mobile: Can you please file a support escalation request.
- SOTI Browser on our Zebra devices: Can you please file a support escalation request.
- US/UK Date Issues: Can you please file a support escalation request.
I will update here as fixes are rolled out.
Selin Esener
Re: Smartsheet no longer allowing DXF or DWG file types to be uploaded as an attachment?
Hi @AndrewH,
Thank you for bringing this to our attention! We've determined that being presented with the “This file format isn’t supported” error when attempting to add an attachment to a form is caused by a bug and our Product team is working on a resolution.
I have confirmed that DWG files are one of the file types that the Support team were already aware of, and I have now asked them to add DXF files to their investigations.
We are not able to provide a time-frame on how long the resolution could take but we are doing our best in order to have this fixed as soon as possible.
Thanks,
Georgie
Georgie
Dynamic View attachment preview
Enable a similar preview as in Smartsheet for viewing file attachments.
Tobias Petschke
outlook add-in file selector
Enable a select all or none button in the Outlook add-in for selection of attachments to be saved to Smartsheet
Tobias Petschke
Re: Adding Column Descriptions to Reports
I'm not sure why this feature even exists if it can't be used on Reports. 99.9% of my users see ONLY various reports — they don't get to see the underlying sheet, so the column descriptions, only available on the underlying sheet, is pretty useless.
Stephen_at_ODOC
Re: Can we show dynamic data (table format) in dashboard?
@Darren Mullen
I want to build a table in a Smartsheet dashboard that changes dynamically based on who is viewing it.
For example:
- If Person Alogs in, the table should show only data for employees reporting to him.
- If Person B logs in, he should see only his team’s data.
- The data and percentages should change based on each manager’s team.
Here’s the table format I want to show in the dashboard:
By Management Level & Manager |
|
|
|
|
|
|---|---|---|---|---|---|
| Non-Manager | Manager | Director | VP | SVP+ |
Category A | xx / xx% | xx / xx% | xx / xx% | xx / xx% | xx / xx% |
Category B | xx / xx% | xx / xx% | xx / xx% | xx / xx% | xx / xx% |
Category C | xx / xx% | xx / xx% | xx / xx% | xx / xx% | xx / xx% |
Category D | xx / xx% | xx / xx% | xx / xx% | xx / xx% | xx / xx% |
TOTAL | xx / 100% | xx / 100% | xx / 100% | xx / 100% | xx / 100% |
This entire table should be visible in the dashboard as a table view, and the content should update dynamically depending on which manager is logged in.
Here’s a sample of my raw data structure:
EMPLOYEE_ID | PREFERRED_NAME | MANAGEMENT_LEVEL_GROUP | MANAGER | PERFORMANCE_CATEGORY |
|---|---|---|---|---|
10001 | Alex | Non-Manager | Person A | Category B |
10002 | Jamie | Manager | Person A | Category C |
10003 | Chris | Director | Person B | Category B |
10004 | Sam | VP | Person B | Category A |
10005 | Taylor | SVP+ | Person A | Category D |
What I need:
- A solution where the dashboard table filters automatically based on who is logged in.
- The category counts and percentages are calculated and displayed.
- The layout stays in table format inside the dashboard.
Re: NEW! Modern forms submission experience with accessibility enhancements
We are no longer able to submit emails (.msg files) as attachments in our Form. Is this a permanent change with these updates? Can .msg files can be added back to the approved formats? We have an intake system where people submit the form with attachments of necessary documentation, many times this includes an email thread for context. Thanks!
Becca Bright
Re: I have reached the maximum number of Cross References, is there a way to Index Match an Entire row?
My suggestion is to create a string on each of the reference sheets that joins together all of the columns you want to pull over using a delimiter that wouldn't be found in any of the cell data. Then you can INDEX/MATCH this one column over and use formulas to parse it back out from the string. To do this, we will need a second character that would not be found in the cell data.
Create String:
="~" + [Column1]@row + "~" + [Column2]@row + "~" + [Column3]@row + "~"
The above is if your columns you want pulled over are not all right next to each other or could potentially be reordered. If they are all next to each other and will never move in relation to each other, you can use:
="~" + JOIN([Column1]@row:[Column3]@row), "~") + "~"
Then use your INDEX/MATCH to pull over this string column, and use this to parse things out (this is where the second character comes into play / using * in this example):
=MID([String Column]@row, FIND("*", SUBSTITUTE([String Column]@row, "~", "*", 1)) + 1, FIND("*", SUBSTITUTE([String Column]@row , "~", "*", 2)) - (FIND("*", SUBSTITUTE([String Column]@row , "~", "*", 1)) + 1))
The above will pull the first bit of data from the created string. To pull other sets, first notice that there are numbers immediately after each "*" in the above formula. From start to finish, these go 1/2/1. The first number is essentially the entry number to you want to extract, the second number is basically entry number plus one, and the third number is the entry number again. So to pull the second you would use 2/3/2. To pull the tenth: 10/11/10. So on and so forth.
Paul Newcome
Re: NEW! Modern forms submission experience with accessibility enhancements
Like @John_Foster, I'm also having date issues, specifically passing dates into forms using URL-Encoded Links. Hoping for a fix to this quickly. Thanks!
FrogHolder_01
Re: Licenses and True-up confusion
@Loann McGee - My company is on Enterprise and Advance Gold until the end of the year. We don't have any limits to our premium applications or standard systems. We have 20 licenses with 80+ internal non-licensed and 400+ external users. Under the new subscription model, we would need 100 subscription users to ensure everyone can still do their daily jobs using this software. We are also stuck between a rock and hard place.
After many conversations with our account rep. If we wanted to keep just the 20, now called subscription users, the other 80+ could stay as Viewers in the main Smartsheet system with these workarounds.
- Create Update or Approval request alerts to Viewers to allow them to edit sheet level information through the emailed 'Forms' without needing a subscription.
- Create Dynamic Views of the sheet(s) they used to edit in and share the Dynamic Views with them. They can edit the sheet data, comments, attachments, through the Dynamic Views. It would also be recommended to use WorkApps or Collections to keep all their Dynamic Views in a easy to find spot.
I'm honestly not sure which direction my company will go at the end of the year. I am proactively looking at all options now before our contract is up at the end of the year and a direction has to be made.
We also have Department User Groups in Smartsheet, if that user group is shared to anything Commenter or greater, any user who isn't a Member will be bumped up to the Provisional Member status through the true-up program. To try to mitigate this, as the SystemAdmin I am, I am now going to make two separate groups per department and have to reshare all my thousands of assets/workspaces under this new system. Now training the company to use these two groups and the differences, that will be another challenge.
- Finance - Members
- Finance - Viewers
All of this just doesn't sit well with us and the hours, weeks, months it will take to get realigned with whatever my executive team decides to do. My company has had Smartsheet since 2016 and I've personally been using it since 2011 with other companies. It's very disheartening.
MHalvey55