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Data Uploader options
Hello Experts, I am trying to push data using Alteryx to Smarthseet. My job shows data load is successful but after looking to Smartsheet it shows nothing. Is there any option available to upload data to smartsheet and automate that. I am ok with any option like CSV, Excel, database (Vertica using toad). I just need to…
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Quotation Requests
I am looking to buy or hire a simple product, I would like to enter all the details (Qty, Duration, Delivery address, date required etc) in to smartsheet and select who I want to send it to and summit. Which will send it to various suppliers for them to quote. However I do not want the suppliers to see each other’s…
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Creating Dashboard takes lot of time - is there any shortcuts available?
Hi, Creating Dashboard, takes lot of effort & time. Is there anyway that I can select multiple widgets and align, move, shape change like Microsoft ppt? Can I change the color of the widget background? Can I change the widget of different type dynamically instead of recreating all over again? The widget is lacking many…
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Highlighting words in a cell & including hyperlink in a cell along with other texts
Hi, Are these possible in a Sheet? 1) In a comment with 20~30 words, I would like to highlight few words by making them bold & different color. Is that possible? I am unable to do that. 2) In a comment with 20+ words, I would like to include a hyperlink. Is that possible? I could make the entire cell having a hyperlink but…
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Creating form via Home vs Inside a sheet - Different behavior
Hi, When I create a form on my Home page, by clicking "Create" form option, it opens up a sheet (not the usual form page) and hangs. Clicking any option like File, Forms, Home icon etc.. nothing works. I need to just close the tab and reopen the smartsheet. Is it normal? It looks like a bug. Creating form within a sheet,…
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why can one of my Editors not share filters?
Hi all, As an Owner of sheets I am sharing sheets with several employees in the organization and they get 'Editor - can share' status. Almost all of them are able to create filters in the sheets and share them so that I can see and use them as well. However, there is one user (also with 'Editing - can share') rights who…
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Dashboard Widget to group dropdown results by cohort
I have a dataset that references people who are referred to my agency for outreach. I'd like to create a dashboard that groups them by cohort (date referred to my agency) and status (a dropdown column with about 15 options that can change and a null value). What I'm trying to create is a quick reference for leadership to…
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Attaching files best practice
Hi We are rolling out Smartsheet and we are a MS shop which means we use Teams, OneDrive and SharePoint. I understand that if files are attached from OneDrive, it is a link to the file and will always point to the latest version of the file. This is not the case for SharePoint. We are considering to only "allow" a URL to…
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Are Comments and discussions the same thing in Smartsheet?
Hi, This may sound like a stupid question but i am trying to create some flows when discussions are added to smartsheet however when i test nothing is happening. I presume this may because i am adding a comment rather than creating a discussion yet i cant see the option to add a discussion. So my question is are thee the…
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Using a roll-up report to track spend
Hi! I am using a large sheet to track contracts that I send out to developers. The contracts are listed with a different budget lines. I am pulling the info from each of these contracts into separate sheets based on their budget line. I have worked out how to total the value of each of these roll-up reports, but what I…
