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Control Centre - Rename project plan
Can I rename a project plan that was created with control centre. It wont mess up links/metadata/portfolio/dashboard etc?
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Is there a way to share a dynamic view with someone who does not have a Smartsheet account?
I am the co-owner of a dynamic view that is embedded in a dashboard, and I need to share this dashboard, and the dynamic view, with people outside my organization. I've read the articles about permissions, and domain level access is enabled for my organization. However, when I published the dashboard, users within my…
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Dynamic View Configurations
Hi I am trying to understand what a configuration in Dynamic View is please. I am thinking this might be a great product for a client, but I don't understand what is included in the basis level. I thought we could create as many views as possible so would appreciate some clarification. If I have a sheet where I want to…
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Embed Calendar App in Sharepoint
I'd like to start by saying I have other Smartsheet calendars that are successfully embedded on a SharePoint site. However, I recently created a new calendar and for whatever reason I cannot get this one to show up on SharePoint. I've created a dashboard and pointed the calendar app to the dashboard, then published the…
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Dynamic view by Unique ID
I am handling events in Smartsheet and need to include multiple invitees and speakers. However, I am facing difficulty in displaying the invitees and speakers based on the event ID. Is there a way to achieve this in dynamic view?
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Is there a way to link an Excel spreadsheet to my Smartsheet?
I am trying to find ways to link an excel spreadsheet from another team to my Smartsheet that is tracking multiple projects. My hope is that while the excel spreadsheet is being updated by another team, my Smartsheet will be automatically updated for those tasks.
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How to add a template to existing project in Control Center?
Hi, I would like to add a template in an existing project which was not selected while creating a project. Although it was in the required templates still the person who created it must have unticked it. I cannot add it as it is greyed out? Thanks in advance, Krunal Amin
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How to enable Dynamic View permissions
Our IT department recently took over management of our SMARTSHEET accounts. So they are struggling a bit at the moment. My co-workers and I thought we had the same permissions but I don't have the Dynamic View option on my menu bar. I am wondering if there is a permissions setting that someone can point me to help them…
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report refresh once a week
hallo! I'd like to create a report to a Smartsheet that refresh the info only each Sunday evening, and not almost in real time. in this way I can see how is evolving the data during the current week respect the end of the previous one. is it possible? thank you. NOTE: I would already it done with a pivot that refresh once…
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"Request an Update" attaching / uploaded documents
Hello all I have a automated workflow that sends out "Request and Update" fill in forms to multiple different groups. The group opens the request an update and will fill in the blanks. We also need them to attach the Bill of lading. How do you add the file upload to this?