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One Project - 200+ clients same project: Dashboards for both?
I have 200 clients at different stages of the same project (or with up to 5 set-in-stone subprojects). I am a Filemaker Pro developer and could create this in FMPro, but why would I? Which template set is best? My SharePoint tracks time sheets and effort so I don't need to do that in Smartsheet, but want a Gantt chart to…
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How to transfer a paid license to another user?
I am the only one in our team has paid license. Now I need to tranfer the license to another colleague who will take over Smartsheet work. Can anyone tell me how to transfer this paid license to her account? I cannot find a clear guidance in Help & Learning. BTW, should I first transfer the ownership of our Workspace, then…
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Transferring Ownership of Workspace
I am trying to transfer ownership of assets in workspace. The email does generate however, the message keeps outputting there are issues with the transfer request AND to try again. We have tried a few times and we keep getting the same result. Please see below snip of actual email. Ty
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uploading a workspace file to a sheet/sheet row
Hi there We have an external excel worksheet that we want to quickly and easily add to specific smartsheet rows. Currently we have it set up so we can go into our system folder and add it as an attachment. Is there a way to easily attach or upload it directly from the Workspace - if we save it as a Workspace attachment?…
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Dynamic Views on a Dashboard
I've embedded several Dynamic Views on a dashboard, which work as expected. However, when you view the same dashboard via the Smartsheet app on a phone, the View does not appear (see attached). You can click on where the Dynamic View should be and it actually takes you to the View, but you have to leave the dashboard to do…
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With the same trigger condition, the alert works but the assign people doesn’t.
Hi all, I created an automation in Smartsheet that triggers when rows are added or changed. If I set the action to Alert someone, it works fine. But when I switch the action to Assign people, nothing happens. I’ve already tried adjusting the workflow, but the assignment doesn’t seem to go through. The alert action under…
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How do I Filter Projects by Custom People Tags in Resource Management
I need to use the Schedule activity to view all project with Placeholder resource assignments. I have created a custom people tag with multi-select for all of my placeholder roles. When I navigate to schedule and then Projects, there is no filter available for custom people tag.
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Entry form is deleting the data before it is finished populating
Hi all, I have team members that submit data via an entry form. I have had at least 2 colleagues inform me that while they are entering the data into the entry form, it is clearing the page before they can fully populate the tabs. I wanted to see if this is a technical issue, or something that may be wrong with our entry…
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Pro Plan features don't let me edit form
I am not able to edit my form even though i have the Pro plan. Has anyone experienced this or know what to do?
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Errors/incorrect email addresses in approvals, request updates, notifications - bounce-back or alert
Hi there Is there an alert, notification, or 'bounce-back' is an approval, notification, or request update is sent to an incorrect email address or to an address that no longer exists? We have a request form in which our users need to include the email address for their Department head for approval. We have automation set…