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Client Access to Dashboards
I have a system of dashboards that are interconnected. When I attach the URL to the client portal, they should be able to access all of the other connected dashboards for the company's departments. However, I am struggling because they are not able to access the dashboards using the given URL. I have made progress because…
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email notification
I would like to set up my orientation registration smartsheet to send an automatic email to the person submitting the registration form confirming the date of the orientation. I do not want to share the sheet with everyone completing the form. I have a contact list column (this is who should receive the email) and an…
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Can you use one Form that will link to multiple sheets depending on the inputs on the form?
I have two sheets and right now each one has its own intake form. Our business gets confused about when to submit to which form so we end up with a lot of redundancy. I would be great if we could have one intact form that depending on the selections of the submitter went to one sheet or the other.
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Smartsheet Template for ADDIE Model of ID
Has anyone created a Smartsheet template that follows the ADDIE (Analysis, Design, Development, Implementation, Evaluation) model of instructional design? I'm looking to use Smartsheet to manage our ID process, which is based on that model. Thanks!
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How can I create a report that takes user input before the report is generated?
I am looking to create a report that takes user input prior to running, and uses that input as a filter for the resulting output. Is this possible? Simple example, I have a report template that I want to allow the user to put in a date to find all matching rows based on date, then generated the report from those matching…
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I have paid upgrading plan from Pro to Business, but the account still in Pro Plan, how to solve it?
Hi everyone, I need help, I have paid upgrading plan from Pro to Business, and i also received the payment invoice on my email that said that i have paid for business plan (screenshot below). But, my account still in Pro Plan (screenshot below), then i still cant use grouping at the report, etc. is there a wrong way? Does…
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Notification when Forms are NOT submitted
Hey All, I have 40+ forms that need to be completed on varying frequencies depending on the form (daily, weekly, monthly, quarterly, bi-annual and annually). I have yet to find a way to get a notification when a form has NOT been completed at its' set frequency and is considered "past due". Currently I have to click into…
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Today is not shown in report timeline of a dashboard
Hi, I created a project timeline in SmartSheet. The today's date is indicated with a dotted line in Gantt view as well as a report created based on the project sheet. However, today's date was not shown when I included the report in a dashboard. Can I do some setup so that today's date is indicated when the report widget…
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Request an Update - Capture updates from email to SS
Hi Team, I have created an automation workflow to request an update. The update request email has specific fields that appear in the outlook email body. Is it possible to have users capture their responses in the email and reply. Their comment/ Response can be updated right into the Smartsheet. Thanks,
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Thin Blue Line Cell Highlight Hard to Find
Am I the only one who has a hard time seeing/finding which cell is highlighted by just the thin blue line in a grid-view sheet? Would a more pronounced, more easily seen indicator of the highlighted cell be helpful to anyone else?