Best Of
Re: Combine two pro plans under the same pro plan
The information above from 2023 is specific to Pro Plans on the Legacy Collaborator Model. Here's the Help Article with more information:
In this instance, as long as the users who owned sheets on the second plan still have licenses in the new plan, then all of those owned sheets will stay the same: same URL, same workflows, same forms, etc. 🙂
If you have a very specific scenario to go through, you can reach out to Smartsheet Support with the information about both plans (what type, what model, number of users, etc) and they can help clarify the process in your instance.
Cheers,
Genevieve
Genevieve P.
Group management could be made a whole lot easier.
I have already submitted these to the product feedback form.
Group management could be made a whole lot easier.
- A group admin should be able to maintain a group by listing people in a sheet made for that purpose.
- Should also be able to export a CSV file of group members (for auditing purposes).
- Group members should be listed in alphabetic order in a group.
- Group membership should also be an option for contact drop down lists - either single or multi-select. i.e. I have a contact drop down, and I want to specify that it be populated from the members of a particular group.
Large groups are very difficult to manage. Members aren't even listed in alphabetic order, so visually scanning a group to audit it is very time consuming.
Bruce Northcote
Group Management: Download list of group members
Hi! I am a sys admin and manage groups for our account.
I have to do an audit/update of a large Group in Group Management. I received a new csv master list of the group of members, including all who are already in the group, and those new members who will need to be added to the group.
I think I have to compare who is in the list against the csv file so I can determine the new members I'll need to add.
But I don't seem to be able to capture the member list from Smartsheet. The Group Sheet Access Report does not contain the list of members.
And I don't see any option to download a member list, nor will it allow me to select the text of the list of members within my browser so that I can copy and paste into my excel file.
Any suggestions?
Jodie Kelley
Re: Function for "current user" to use in formula?
Think this would/should work.
Steps to Create the Filter:
- Open your sheet in Smartsheet (web version).
- Click on the Filter icon (funnel symbol) in the toolbar.
- Click + New Filter.
- Give your filter a name (e.g., “My Open Tasks”).
Add the following conditions:
Condition 1:
- Column: Status
- Condition: is not
- Value: Complete
Condition 2:
- Column: Assigned To
- Condition: has any of
- Value: Current User
Condition 3:
- Column: Consult With
- Condition: has any of
- Value: Current User
Combine Conditions:
- Change the logic from "All conditions must be true" to "At least one condition must be true" for the Assigned To and Consult With conditions.
- So the logic should be:
- Status is not Complete AND
- (Assigned To has Current User OR Consult With has Current User)
Smartsheet doesn’t support nested logic directly in filters, but you can work around this by:
- Creating a helper column (e.g., “User Involved”) with a formula like:
=IF(OR(HAS([Assigned To]@row, USER ()), HAS([Consult With]@row, USER ())), 1, 0)@row, USER
2. Then filter where:
- Status is not Complete
- User Involved = 1
Ape_Man819
Re: Bring Back the Outlook Add-In - Please upvote this!
We must have this tool. We love the functionality, ease, and structure of Smartsheet. We have a company over 1200 employees who have access and use Smartsheet regularly. Please keep this for us.
SimbaG
Re: Bring Back the Outlook Add-In - Please upvote this!
This is an amazing tool! It is critical that we are able to use this feature!
Melissa Avaria
Account-level email threshold monitoring
It appears that we need a mechanism to monitor our 500-limit threshold on emails. Seeing that you're counting any/all tasks going out the email component (including update requests) and it will only surface in the activity log of the offending sheet. If I have my facts correct.
With dozens of workspaces and untold sheets, IT needs a way to monitor this at an enterprise level and see when a limit is nearing and or has been breached. Workflows and and operations are dependent on this. Ideally, while it would be nice to see these in the Admin center a simple user email could be the contact for these notifications.
DJ_ITDMVPro
Sort Card View by Task Bar Color
Would be great to quickly sort Card View by the task bar color that is set by conditional formatting without the workaround of having to create a separate column with a formula. Especially if the conditional formatting is based on more than one column.
J. Payne
Re: Attachment capability for Docusign integration
Is there a way to know if Smartsheet team is working on this functionality?
David Bordeleau
OFFSET() function
I've not seen any requests for a Smartsheet's equivalent to Excel's OFFSET() function. For how universal the INDEX(MATCH()) solution seems to be, it strikes me as a notable oversight that there isn't any function to achieve a similar effect for selecting a range of cells offset by a column index value. It would greatly simplify a few of my solutions to have a reference of a single 2-dimensional array where I could toggle the column instead of a new reference for every column.
Nik Fuentes