Best Of

@Naeem Ejaz

• Find it in the "Collections" panel if they created it or it was shared and added to their view.

My users are not able to find the collections panel, unless they are already in it. Which is a circular problem because they can't find it to get into it, without the panel.

@Naeem Ejaz Please check your answers before posting them. Some of the things you mention are incorrect, misleading, or reference features that just do not exist in Smartsheet.

@Martine Anne My first suggestion would be to reach out to them and ask….

1. Where did you get the link to the sheet from?
2. Why do you feel you need access to the sheet?

You can also double check the sheet they are trying to gain access to. Are there any automations set up in that sheet that could be sending an alert or something like that? Automations that send messages can include a link to the sheet within the email that it sends. You would need to adjust the automation.

Another possibility would be if there is a link to the sheet on a dashboard that they have access to. In that case, you cannot stop them from clicking on the link, but you can include instructions on the dashboard or explore other options for getting that data on the dashboard.

Hi all,

Some ideas about making workflows flow better:

1. Ability to download the chart into .pdf or .png for others to review/understand without sharing workflow itself
2. Adding multiple actions under same condition path
3. Ability to create own workflow template that can be re-used on multiple sheets
4. Making the update request set up a little more integrated with workflows, to ensure that we can trigger it with specific conditions AND then wait - if the feedback is provided, then good, if not, re-send update request.

Thank you!

Hi Both,

Just as a comment really but I always set my status = New as a default in any form as I find that triggers as it has a value better than blank.

The only way to include more editable fields is to switch over to an Update Request.

Update Requests can be automated using a workflow / automation the same way an approval workflow / automation is set up. It's just a different action.