How do you surface an "About this sheet" blurb on a sheet?
Hi,
I'd like to have an "About this sheet" blurb on a sheet. That blurb would be a few sentences long. Ideally I would want a way to have a message popup to the user upon first entering the sheet, that they can dismiss and never see again; I don't think there's a way to do that in Smartsheet.
I'm considering Summary fields, but I don't see a way to make the summary fields pane open by default. Also, there's using and locking a row at the top of the sheet that has my blurb, but then it's always present.
I'm curious how others surface this kind of info to their users of a sheet.
Thanks,
Marc
Best Answer
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I hope you're well and safe!
What I sometimes do in my client solutions.
- At the top of the sheet or where it makes sense, I'd add something like, Please have a look in the (one of the below options) for information about this sheet.
- Sheet Conversation Section
- Sheet Summary Section
- Comment on the row
Would that work/help?
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Answers
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You may need to look into some sort of third party app or the API, but I am not sure there is a way to create pop-ups even with that.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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@Paul Newcome -- have you surfaced an "about this sheet" in any other way, using Smartsheet out of the box capabilities?
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There is no way to do it with anything Smartsheet even with any of the premium apps. That's why I say that you MIGHT be able to do it with the API or a third party app, but even then I am not positive either of those options would work.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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Sorry, what I mean, Paul, is how have you found the best way to provide information like that to your users about a sheet? (Not as a popup). Do you use a summary field? Do you put it in a locked row at the top? Something else?
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I hope you're well and safe!
What I sometimes do in my client solutions.
- At the top of the sheet or where it makes sense, I'd add something like, Please have a look in the (one of the below options) for information about this sheet.
- Sheet Conversation Section
- Sheet Summary Section
- Comment on the row
Would that work/help?
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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I generally have it as a sheet summary field or I will use a rich text widget on a dashboard if I have them going through that first.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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Paul - do you know if there's a way to have the summary panel open when a user first enters a sheet?
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I haven't seen a way to do that natively within Smartsheet.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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I create a row at the top of the sheet and attach "how to use this sheet" instructions. But it's easy for users to miss.
Having a circle-i button next to the sheet title with customizable text and/or attachment for each sheet would be better.
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