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Dynamic view updates are not displaying in my dashboard report, how to fix?
We use a dashboard to display different reports for tracking program progress. I have my current dashboard set up to display a report that pulls from a grid. When the user clicks on the report display, it opens the dynamic view of the grid, where they can make updates using the panel. The updates to the dynamic view are…
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Is it possible to integrate a Proof Document that is stored on the underlying sheet with a Calendar?
We are setting up a document review tracking worksheet with a front end that leverages the Calendar App. We want customers to submit required documents on a given timeframe and then use the Proof functionality of SmartSheet to collaboratively review and make changes. Ideally, these comments would integrate with the…
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Can't remove a column from Calendar App view
I have created a Calendar where the items on the calendar are filled with color based on Group 2 (see screenshots). I have selected that I do not want Group 2 displayed and yet I can't seem to remove it from the the view. It is redundant because there is a legend that is included on the print version of the calendar. I…
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Apply Wrap Text by Default in Dynamic View
Is there a way to apply wrap text to a dynamic view by default? I understand that a user could open the view and select to wrap text with the button in the top left of the view, but it would be helpful if this was applied by default (like Show Formatting is). Thanks.
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Smartsheet Calendar Outlook Integration filter by user?
Using the publish link, a user can integrate the tasks on a sheet with their outlook calendar. However, since it is a publish link it shows ALL tasks in the sheet and NOT just the ones that are assigned to them. Is there any way to only integrate the ones that are assigned to them? Some kind of outlook app or anything…
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SmartSheet Integration with OpenAir for Budget Management
Hi, Could you please confirm if there is any recommended way for integrating SmartSheet with OpenAir? The details are as follows - SmartSheet is used for Portfolio level reporting. It includes the list of projects, status, health indicator columns for tracking purposes OpenAir is used by the project teams to book the…
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Teamwork and Smartsheet Integrations (Zapier?)
We currently use Teamwork for project management. Our account managers update their milestone dates in Teamwork to create their job schedules at the beginning of a project and then adjust the dates as it progresses. Our organization-wide job board is kept in Smartsheet and we run several reports from it (including monthly…
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Bridge & Resource Management Integration - Per User Per Project Utilization
With Bridge, we have been able to get ‘per-user utilization’ during a custom timeframe from resource management. Which provides us the User’s name and ID along with their utilization for that timeframe. Using this metric, we are attempting to get user utilization by project. (User hours assigned to a project, during a…
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Offline form 'Created Date' column discrepancy with actual submission date
Hi all, I've been supporting a project that's utilizing Smartsheet's offline form submission. We want to capture the date of each form submission. However, since this is a large and fast-paced project, and we're doing A LOT of data collection, I tried to minimize the friction a person experiences while collecting data. So…
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Data Shuffle Errors
I have a daily data shuttle that brings in data from a Pivot Table via Excel. I have attached a screen snip of my filters. It does not bring over any credit values (Example: -$200.00) and I need it to for accurate reporting. Please advise on how to correct my filters so all applicable data shuffles in.
