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Converting Drop-down Date to a Date formatted value
First off, I am using Control Center to build out projects that are dependent on a central worksheet, "Weeks of…" as a drop-down source list. The "Weeks of…" is contained in a Portfolio folder in the Admin workspace. Secondly, I have a worksheet, "Weeks" that contains a number of dates, DATE. In this worksheet I have an…
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Smartsheet Admin Analytics & Governance Automation
Over the past few weeks, I’ve been building an internal Admin Governance & Automation Framework for our Smartsheet environment — focused on visibility, auditability, and operational efficiency. Manual tracking simply doesn’t scale. So, I designed and implemented a modular, API-driven crawler framework that programmatically…
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Electronic signature in document
I’m having service provide agreements for different clients, how to implement a e-sign workflow in smart sheet where a document is generated and sent for signature to the clients.
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Generate documents not working
the "generate documents" function is not working, it keeps hanging in the backgound job. Same with trying to download, also keeps hanging. This is accross multiple sheets, the documents are not generated. Anyone who can assist?`
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Collections - can more than one person be admin?
Right now it seems as if only the person who created the Collection can share it with others - is that correct? We have a firm process tracking system in Smartsheet where some items in workspace are accessible to all and others only to certain departments. Each department has their own collection that includes a…
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Add to user list
Hello. I don't have the "add user" link in the "User Management" page of my Smartsheet Pro Plan. I am the administer on the account. I want to add a few outside people who can view files in my workspaces. What is the best way to do this?
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Adding Emails to Rows
I just signed up and have the basic plan. I try to drag and drop my emails to the row that coordinates with the project I am working on and nothing happens. No errors, no anything. It acts as if I have done nothing. I read something about adding Smartsheet in on my email just like OneNote but that has not been successful…
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Sheet to Report
I create new sheets daily and when I refresh my report the data always appears on it. I recently created a new sheet and the data will not pull to the report. Can anyone make a suggestion as to what I might be doing wrong on this particular sheet?
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Provisional Member Sheet Access Report
Hi there, our company is still new into the new Subscription Model and we've been a bit confused on the best ways to understand the Provisional Member role. We have a fairly large user count and are now seeing quite a few come into this initially and now are trying to best manage requirements for upgrading vs downgrading.…
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Create test environment for MFA/SAML implementation.
Currently, there does not appear to be a way to apply the MFA/SAML in a test environment prior to the organization-wide implementation of. This represents a problem because it is impossible to create training material and effectively support users after the implementation. This also may cause loss of access to the…