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Dynamic View - Data Entry Creates Blank View
I have created a Dynamic View from a Sheet. In the Sheet, I have a filter. When I created the Dynamic View, I added the filter as the view to the Dynamic View (see image). The filter is set to show the next 2 weeks of an external supplier's tasks ("Assigned To" Column). I also included the following columns from my source…
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@Mentions in Dynamic Views in WorkApps
I'm wondering if anyone has any good solutions for this case. We have developed a ticket system in sheets that filter to a report and then connected in a dynamic view. We add the dynamic view to a WorkApps that is partner facing. Partners are only shared to the WorkApps to see/work the tickets. They can edit certain cells,…
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Calendar App - is it available as a Mobile App - to use via a smartphone?
We use Smartsheet's Mobile App all the time in our warehouses. We are now integrating the Smartsheet Calendar App to help manage our Installations. Is the Calendar App accessible as a Mobile App? Thanks, Dave
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ADVICE ON A USE-CASE: REQUEST FOR PRICING, QUOTE, APPROVAL, PLACE PO, NOTIFY
We need a sheet or maybe Dashboard / Report / Sheets to accomplish this with our customers. It's a current process we do via email, and want to move it to within Smartsheet. Here are the steps, and am seeking advice on the best process: Via a Shared smartsheet (editor-can share, 3rd party outside of our organization), the…
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Power Bi
Hi there! I have created a report in Power Bi and have embedded into Smartsheet Dashboard. How do I not have it show sign in on dashboard? How do I have data refresh automatically on dashboard without having to go to PowerBi and manually refresh? Data is connected with Smartsheet connector in PowerBi Thanks in advance
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Dynamic View (Allowing shared users to make edits)
Hi, In Smartsheet dynamic view sharing, how to allow the shared user to make edits? Is that via making the field required* in details panel? And after any edits have been made, I believe changes are reflected back into source sheet as well. Is that right? Thanks, Mounika
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Business Account - One License
Hello, I bought a license and Business Account. Another of my peers in the company was looking into Smartsheet and realized that I already have a license. They asked me to add them to the account. They want the ability to create and manage sheets for their own department. Does that type of functionality only come with…
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Exporting Report's with Grouping
I have researched that currently we cannot export to pdf or excel in the grouping format that it shows in the Report. I have noticed that this has been discussed and mentioned for a few years but little information or anything to suggest it is actually being worked on. When will this be updated/timeline? As I unfortunately…
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Data Shuttle - Track Changes Difference from Previous Upload
Hello, I am using data shuttle to upload data daily. I have track changes on to see the changes that were applied. However, how can I see what the difference was? Day 1: 100 Day 2: 102 The difference is 2...but how to see what the change is in a separate column?
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Aggregate multiple data points based on criteria into document builder?
Hello Community, I am looking for help in setting up my sheet (or template...not sure which is the snag) for document builder. The issue is this- I'm trying to generate one document per Vendor that lists ALL their awarded items (bonus points if I can add zone and rank). Currently when I run the workflow I get 80 documents…
