-
Transfer Ownership Request - No Longer Valid
We are transitioning ownership of files from a specific-user account (my account) to a pmosmartsheet admin account. Added pmosmartsheet admin user as an admin to workspace / file Selected Make Owner in pmosmartsheet admin user permission drop down Received message the email was sent Received ownership transfer email in…
-
Max File Limit and Export data/files
Good Afternoon... Is there a maximum limit on the number of files that can be attached to a sheet and is there a maximum number of rows in a sheet? Also, if we max out on the number of files/rows in a sheet, is there a way to offboard/download the files, attachments, discussions from Smartsheet into another program? Thank…
-
Referencing a Title Widget on another Sheet
I have a dashboard that shows a variety of metrics and data. We were previously using the formula MAX([Modified]:[Modified] to show the last update to the project plan. However, what we found was that any small change to the plan gave the impression that the dashboard was completely up to date, when there were still some…
-
Best practice for sending notificatons from 1 smartsheet based on users in a 2nd smartsheet
Hi, I have a master smartsheet with client name, a date and the clients product lines, on a row. The product line column is a multiple select, restricted to a specific list of values. I have second smartsheet by department and users within the department. I am thinking of adding the product lines which the department is…
-
Smartsheet Estimate to Quickbooks Online
Can an estimate created in Smartsheet be exported to Quickbooks Online for invoicing, WIP, etc? For lack of a better description, I want to essentially hit a button and have all my estimate line items in the Smartsheet estimate populate a Quickbooks estimate, which I can then use to bill clients, pay subcontractors, order…
-
New licensed user is not receiving invitation to join.
I am trying to add a new user and the invitation is not being received in the new users inbox. We have checked spam, etc. This is a rather urgent request. Should we expect a delay between sending the invite and recipient receiving this? I've attempted re-sending many times. Note, Smartsheet automation emails are received…
-
Send a notification when an update has been completed
If I send a user an update request, I would like to know when the user has updated the record. Is there a way to trigger a notification when this happens? I can see that the update requests have a status, but I don't see a way to trigger a notification when this status changes to "Complete".
-
Question regarding Card View
Hi all, any way to tweak the cards to only show the title from the child row? As it is now, the card shows both the title of the child row and its immediate parent row. Referring to the screenshot below, I would like to remove where it says "2023 prep"
-
Charts
Hi, I have three columns of data in a report and I want it to be displayed in a chart. However, I am not able to get the data to pull from the report and display on the correct axis. Can I create a chart with additional fields that are not being pulled from a report? The chart keeps setting up gridlines with numbers as the…
-
Legacy Resource Management (aka Resource Views) - how long will this be continued?
Hello, Does anyone know if Legacy Resource Management (aka Resource Views) will be continued? Or how long will it be continued? I have a client that is not yet ready for the newer Resource Management (previously 10,000ft) and is interested in the legacy version. I just want to confirm how much time is left for this product…