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Discussion List
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?
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.
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
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…
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…
"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?
JIRA Issue Key Hierarchy - How to get a task within a Feature?
Hello, I'm trying to test out the JIRA connector and want to set up a Feature (as my main project umbrella) and then add the subsequent 'Tasks' or 'Subtasks' within the 'Feature'. How can I accomplish this using Smartsheet? Below you can see I tried to create a feature and then a task, but it just created the task in JIRA…
Jira Smartsheet integration - tickets that have moved between projects
I have built a one way Jira --> Smartsheet integration. When we have a ticket that has moved between Projects, I end up with two rows. The original ticket (E.g. AB-1023) and the new ticket number with the project it was moved to (XY-4567). I do not expect the integration to delete the original row but is there any field to…
Smartsheet contact groups - outside org?
Are Smartsheet contact groups only used for assigning roles/permissions/access within an organization? Could I for example, create a contact group of emails that are outside my organization so that I could easily share a dynamic view with all of them? The underlying sheet would have a contact column and I would restrict…
sending emails from dynamic view
Good morning, Is there a way to replicate sending emails from smartsheet in the dynamic view screen? I see the comment section but I do not see where you can start an email from dynamic view.
