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System Admin: How to export a list of all Smartsheet assets across the account?
Hi everyone, I am trying to generate a report that lists all assets (Sheets, Dashboards, and Reports) created by users within the same Enterprise account. I have System Admin permissions, and so far I have tried the following: Navigated to Admin Center → User Roles and Reports → Generate reports Selected Sheet Access to…
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User List
I am having trouble viewing all users and members in my account. I am able to see certain people in the Seat Types and True Up page but they are not showing in User Roles and Reports. I have attempted to search their name and looked through the different list views but they are still not showing. Any ideas on trouble…
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Locking down fields in requests for updates
I have an automation that will send a request for an update to a supplier about a complaint. There are fields that the supplier needs to see to understand the issues. But, I would like to be able to lock those down so that the supplier cannot change the information in those fields. Is this possible? Freda
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Data Shuttle Collaboration Improvement Opportunities
Being able to share Data Shuttle workflows is great, but there is much room for UI and UX improvement. For starters, Ownership is invisible/unclear. There is no indicator that one of the collaborators is the Owner, or even that there is an Owner. The Workflow Sharing settings just show all Managers as equals. Then the…
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Add multiple rows in a sheet when certain task type is added
We have some jobs that are repeated and require a standard set of tasks to be completed. I would like for when certain job types are added to a sheet that it creates a standard task list in another sheet. For exmple, when a kitchen renovation is added to the Sheet 1, I would like 10 specific tasks to be added to Sheet 2.…
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Not showing the result after submitting entry to the form
Any one also experiencing issue in Smartsheet right now. Where in after submitting entry on a created form in Smartsheet, it did not show up on the sheet where it supposed to show up. However there was a confirmation email that entry was successfully submitted.
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How do I keep parent child row structure when moving items to and from other sheets?
I am working on setting up recurring tasks for my teams timeline sheets. I have 2 sheets set up to help the recurring task functionality. My question though is around if it is possible to set something up so that when an item is marked as complete the parent and all child rows are moved and they maintain that structure?…
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Lookup tables & email addresses
I have a Vlookup to a sheet that lists all the suppliers with their email addresses. In some cases, there are 2 or more email addresses. In the lookup table, they are showing as contacts, but when they are brought into the intake sheet, they are showing up as one of the email addresses and only part of the other one. What…
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One form into multiple entries
Can I set up a form to populate multiple entries into one sheet? For example, I have a training log in which a form is filled out and entered into the log. However, many training's have multiple attendees in which all the training info is the same. So how can I set it up so that a trainer can put all the names in one field…
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Formula in Start Date in Project Plan
I seem to have an issue only if I'm using the default Start/Finish columns in a project plan template with a formula. I need to have a Start date X days after Go Live but it won't accept that a formula is a formula when I use the template columns but it will work if I create my own data column. Here is the formula: =([Go…