Best Of
Re: Creating a collection from a folder is now here!
Hello @John Hieger .
I've recently deployed Collections, believing it will assist in information sharing with external organisations. It looks good!
As a test, I included a filtered Cost Report in my collection. Sharing with an external party. On opening via an external account, I noticed that the Report contained no data - this was because the source Sheet that the Report is based on wasn't included in the Collection. By including the source Sheet, the Report populated correctly. This raises a concern.
Our use case would be to share a filtered Report with a specific organisation knowing that they can only view the filtered data, not the projects entire financials contained in the source Sheet as an example. By including the source Sheet this opens up complete visibility which is in no way desirable. Is this the expected behavior or have I missed something? Reports by their nature, are filtered Sheets. It doesn't make sense to me that a user needs to include both Sheet and Report in the collection. Perhaps the solution to this is a fourth "collection permission" being 'hidden.'
I'd appreciate your take on this.
Richard Heath
Limiting data set for chart on dashboard
Hi,
I have a couple of line graphs that are tracking changes in a specific metric (single column) from row to row. The rows are populated when someone completes a form that gets added to the bottom of the sheet. I'd like to limit the visual of the line graph to just the most recent 4 rows (or 4 most recent data sets). Is there any way to do this that doesn't require a second sheet?
Nate H
Re: New streamlined creation experience
I am very curious as to what the response from Smartsheet is regarding these comments.
Randy Saad
Re: Assistance with Conditional Progress Formula Referencing Only One Column
You could use a helper column and a chance cell automation to flag rows that have changed to the specific status and then incorporate that.
Paul Newcome
Entra SSO
last day or so we have been getting issues launching SSO via Entra (OIDC), but when going to the smartsheet directly its good…browsers report too many redirects
cleared all browsers, multiple PCs, clean pcs, etc…any one seen this?
kf4ape_avidity
Re: Formula to flag required approvals and if they've been obtained
My initial suggestion does leave some room open for issues, but assuming there will never be dates in the date fields that aren't "tagged", you could use something along the lines of:
=IF(COUNTM([reviews and Approvals Needed]@row) = COUNTIFS([Fist Date Column Name]@row:[Last Date Column Name]@row, ISDATE(@cell)), "Yes", "No")
The idea here is that we count how many approvals are needed and compare that to how many dates we have in the date columns. If those two numbers match, we are good to go.
Paul Newcome
Re: Smartsheet to Microsoft Copilot Connectivity?
Smartsheet is becoming less relevant for my PMO because they are lagging behind with productivity tools.
Steff
Re: Best Practice for Control Center managed links in project templates
Hi Tim,
By default, Smartsheet will make the cell-link from Intake sheet to the project template in the column right next to the primary column (the Data column below). However, you can specify other columns in the "Target column" field for the cell-links when you setup the new Blueprint in Control Center.
- Specifically, I would like to change the navigation section to one row (instead of a roll up task) where the hyperlinks go across the columns in the top row… is that OK? » Yes, it's OK.
Gia Thinh
How to copy automatically copy a row to the top of a sheet?
Hi, I just created a sheet that has an automated workflow that copies a row when a box is checked.
The problem is that my destination sheet is otherwise populated by a form that adds news rows at the top. When my automation copies a row it goes to the bottom- any way to change this?
Brandon Morales
How can I copy rows in a workflow WITHOUT copying all the columns?
I have set up a workflow which goes like this: New Purchase Request ---> Ordering Database ---> Inventory. The rows are moved from the purchase request to the ordering database, then copies to the inventory smartsheets. There is information required in the purchase request that is not needed in the ordering database, and information in the ordering database that is not needed in the inventory sheets. How can I only coping the columns needed in the workflow?
Alexa Jans