Best Of
Auto login to Resource Management from Dashboards and WorkApp
While Smartsheet did recently release a method for accessing Resource Management from the left navigation, our team finds more value in looking at the "Reports" I've set up within RM. Reports that I've embedded within our Smartsheet WorkApp, as well as within Smartsheet Dashboards. Issue is, when trying to review the reports you are asked to sign into RM which then takes you to a new browser tab, where you then need to go back to the WorkApp and refresh your session. It's very frustrating for our team and they've been inquiring for some time if there's an easier way for them to view these reports. I don't want them going into the RM tool as many have the Portfolio Editor access and they can actually "delete" my reports - which is NOT good. Also, the user interface in RM to see the list of reports is truncated and hard to read. I'd rather them be able to access from Smartsheet - if not for forcing them to have to separately log in each time. Can there be an enhancement request for this? Can this process be streamlined and added to the Resource Management roadmap?
Thank you.
Erica L.
Re: 2 sheets for daily production and production schedule for a PO (month) =Status
Thank you! I was actually able to do a helper column after I did a sumifs for the total amount of cases for my quantity >= 100% on my production schedule. If we produce more than the PO amount it will place a check mark in my helper column. I then set up automation to change the status to Assembly Complete.
rruchty
Re: Deactivate form after set # of entries/submissions OR by date
Add the ability to set an end date for form submission. We use forms to survey our department. Would be nice to set an end date rather than having to go in and 'inactivate' it.
Susan Hornberger
Re: Dashboards on TV without computer
Has anyone had luck using a BrightSign player to show live dashboards? I have been trying to use a series 5 brightsign to show our dashboard, however the screen just gives a connectivity error from SmartSheets (See attached).
I'm using the Publishing Link generated from the dashboard. The link is sharable to anyone who receives it, so no account needed. I tested that from another computer using Chrome and my phone.
It's worth noting that brightsign uses Chromium to display webpages, so it should react similar to Chrome when rendering the HTML file. It's also worth mentioning that I'm able to reach any other website including SmartSheet.com via the same methods as the Dashboard link. The only issue I have otherwise, is not being able to log in with my Smartsheet Credentials when using the BrightSign. Again, I think it's a chromium issue, but want to be sure. Any thoughts!?
strefnoff
Re: Deactivate form after set # of entries/submissions OR by date
It would be extremely helpful in some cases to only be able to submit a form one time!!
Allyson H
Re: Has anyone tried to create a trivia game using Smartsheet?
You could create a second sheet. and use automation that moves the row to the second sheet once the form has been completed. OR you can share the form with out sharing the sheet.
Mark.poole
ENCODEURL Smartsheet Function
We have several use cases where we build custom URLs that include column data from a source sheet into a Smartsheet form URL string on a target sheet that hosts the form. It would be very helpful if Smartsheet had a function like ENCODEURL. Currently we have to build an ugly formula with multiple embedded SUBSTITUTE functions to handle and decode all possible special characters as shown in the example below.
ENCODEURL function - Microsoft Support
Sample Smartsheet Fx:
=SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(URL_Temp@row, "%", "%25"), " ", "%20"), "#", "%23"), "$", "%24"), "&", "%26"), "||", "&"), "=", "%3D"), "|^", "="), ":", "%3A"), "<", "%3C"), ">", "%3E"), "[", "%5B"), "]", "%5D"), "{", "%7B"), "}", "%7D"), "+", "%2B"), "@", "%40"), "/", "%2F"), ";", "%3B"), "?", "%3F"), "|", "%7C"), "~", "%7E"), "'", "%27"), ",", "%2C"), CHAR(10), "")
C. Peter Datz
Formula not picking up reference data - ANSWERED MY OWN QUESTION
The formula below was working correctly when I had it reference a certain data sheet. I copied the formula, slightly changed the range names (added the word GRAY) and referenced a different data sheet for those ranges. The formula does not pick up the data - just gives me "0".
I've verified the references are correct and see no error in the formula. Any advice on what else could be wrong?
The issue is the quotations around 134…number only criteria does not require quotations.
BettyJo
Why are Round function irregularly displayed in dashboard
When I use a Metric widget in a dashboard, add data (Rounded) from a Grid is sometimes displays the rounded numbers, but the next, without modifications, it doesn´t.
Trouble with True-Up?
I'm just curious if anyone has gone through the True-Up process yet and experienced any of the issues that we are finding. We renewed in January under the new plan and our True Up is a couple weeks out.
I've been attempting to clean up our list of provisional members because it seems Smartsheet brought over every user who has ever been on our account over the past 7 years whether they are currently an employee or not, licensed or not, or even still on our account.
I have found users on the True Up page:
- Who haven't been on our account in years.
- Users who I remove access because they do not work here, only to find them back as provisional members the next day.
- Users who I downgrade to Viewer one day, who are back to Provisional Members the next and have not ever logged in.
- Users on the True Up page who are not found on the User Roles and Reports page
- etc……
I will do a clean-up one afternoon and get the true up close to our paid member amount and the next morning it is like the system just resets it all back to the way it was previously.
I've opened a case but I am curious if others have had similar issues and how did you resolve them? It is very frustrating.
Nic Larsen