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Unable to lock smart sheet data in the excel once I export to Excel - I am loosing all the filters which I applied in the smart sheet. Need some help/advise.
Make a report. Use the report builder to populate your report with the records that you would see in the filtered sheet. Export the report records to excel.
I don't understand the issue with locking … can you explain further?
I'm on an enterprise license. I use the live data connector to link excel with smartsheet sheet(s) and report(s). It's has limitations (sharing/security) but it eliminates the need to constantly export data. A plus is that the excel sheet can be refreshed to reflect changes in smartsheet data.
Anyway we can make this view only for security purposes? We would like to prevent users from sending responses to other users by accident.
I am currently setting up an automation for people to get notified through their email, when they are prompted. But is there a way that they can reply in the email of a comment that will then go to the specific sheet. This way they do not have access to the sheet, but can just comment through email with updates?
Is there a way to revert to the old dashboard look and feel. The new dashboards do not look good at all. There is no way of knowing if there are additional items in the widgets until you scroll over one to learn there is more to it since the vertical bar doesn't show. We have hundreds of dashboards and they will all need…
