Best Of
Data integrity when multiple users updating Smartsheet and Dynamic Views
Need logic that detects when a user is making a change to a cell where the source has been changed since they accessed it, when they try to save. The application should prevent them from overriding changes that were made by another user at the same time, advising them that they need to re-access the data and apply their changes.Β
Shannon McGee
Re: Changes to asset Admin permissions and new Plan Asset Admin role, now generally available!
I am so glad this is being rolled out. I am currently in charge of everything in our account, but a few people insist that they control their sheets, making it harder for me to help them when needed or deal with other issues. Even though i can just transfer ownership into my name at any time (without their permission), this new feature will automatically take care of this making it so much easier to oversee / manage EVERYTHING in the account (without having to manually transfer ownership of new sheets weekly/monthly, like i am already having to do). Since I am the only one that activates / deactivates / delete all users in our account, transferring owned items will be one less task I have to do, making the overall process more efficient and manageable.
The only thing I see causing a headache for some plan users is this below: Asset ownership updates
To ensure existing System Admins canβt access specific assets, the team requiring special confidentiality may consider using a separate plan that they manage on their own, and not grant access to any other users.
Not everyone will be able to open additional accounts to control security related content (not an issue for our companies set up right now), which will be concerning for some as it can/will expose those items without many being aware. Maybe the Smartsheet R&D Team can look into a "Security Asset Ownership" option so those items can be managed by specific people who were originally overseeing those items initially? π€
Regardless, this overall upgrade/release is crucial to many of us who struggle to manage / oversee most of the content (assets) in our account(s) and looking forward to testing this out during the EAP stages. π
Julie Becker
Enable click through from a pie chart division into relevant report
I want to be able to create a pie chart widget on my dashboard to show all projects in red, green, and yellow. I then want to be able to click on the red portion of the pie chart for it to take me to a sheet/report that shows only the projects that are red. same for green and yellow status projects. Today, i am not able to click on specific portions of the pie chart for it to take me to specific reports/sheets.
Mihir MN
Re: Saving a "Form" for later use without submitting as of yet
This is more than a bit ridiculous that there are posts across multiple Community questions for the Save & Continue option. Where is the solution SmartSheets? Or what is the timeline?
Thank you.
N
Nichol Schroeder
Re: Saving a "Form" for later use without submitting as of yet
Are there any updates on this feature coming to fruition? The last update was from March.
vdemattei
Re: Changes to asset Admin permissions and new Plan Asset Admin role, now generally available!
@darkmatter The initial launch doesn't include Workapps but it is something we're working on and will be part of future phases.
QuanT
Re: Select specific person/email as the name for automated alerts
Unfortunately, the proffered solution only only changes who is listed as sending the email. The email headers still include a Reply-To field for the sheet owner. This addresses the concern of Smartsheet notifications looking like spam but does not really help the original issue of people responding to the sheet owner and not the right people in the organization. We need the ability to specify the reply-to address.
katheride
Re: Select specific person/email as the name for automated alerts
Hi @Genevieve P. ,
Thank you for the info. I can see the update still does't allow users to free type a specific email address to set as the from/reply to email.
Its restricted to 'triggering user' or 'organisation' if we want it to be somewhat personalised, however it'll still default to the sheet owner if there's more than a single trigger, which is really common if theirs multiple users on a sheet.
Will there ever be the opportunity to manually input an email address ourselves?
Thanks
Sophie C
Conditional formatting for Reports
The ability to apply conditional formatting rules from within a report would be huge. Having to modify the Source sheet for a specific report doesn't seem to be very efficient.
Peggy Parchert
Re: Date and Timestamp Action in an Automation Workflow
I'd like to be able to create a checkbox "Start" column where when I check, the current time is automatically entered into a different column. This combined with a similar "Stop" column would allow me to calculate the difference between Start/Stop and easily gather statistics for the average time specific tasks take to complete.
Jean H.