Account/User Management

Discussion List

  • Conditional Formatting in a Report
    In Using Smartsheet
    Is it possible to include Conditional Formatting in a Report? I see discussion on this topic from a few years back, wondering if there has been an update or an easy work-around to include Conditional Formatting in Reports. Thanks!
    3409 11
    3.4K views 11 comments Most recent by Andrée Starå Using Smartsheet
  • % Allocation
    In Using Smartsheet
    As a new user, I found that the % Allocation column does not respond to input from the Duration column, as seems intuitive to me. After reviewing community comments, I find that the % Allocation functionality in Smartsheet does not actual…
    EdL Profile Photo EdL
    2198 9
    2.2K views 9 comments Most recent by Alon Dagan Using Smartsheet
  • Certification Exam
    In Using Smartsheet
    I took the certification exam back in January as an "early adopter" for my team.  Some of the other members are now getting around to taking it and asked me about the practical component (part II) where you have to send off a fil…
    422 6
    422 views 6 comments Most recent by BatmansKnight Using Smartsheet
  • DocuSign/filling out fields
    In Apps, Integrations, and Add Ons
    Hello, I am an enterprise user and I am having difficulty with the form fields and DocuSign integration. We need the DocuSign document to be sent out for signature with the data submitted from our Smartsheet sheet/form showing. An older ar…
    Answered - Pending Review
    47 1
    Answered - Pending Review 47 views 1 comment Most recent by Genevieve P. Apps, Integrations, and Add Ons
  • Center of Excellence
    In Using Smartsheet
    If someone wants to subscribe to the Center of Excellence, can he/she do that without being a paid Smartsheet user, or does the person need to upgrade?
    1190 5
    1.2K views 5 comments Most recent by Genevieve P. Using Smartsheet
  • Determining SmartSheet access method email+password vs Microsoft (Azure AD)
    In Using Smartsheet
    Is there a way to show what method users are using to log in? I want to ensure all our internal users are using Microsoft (Azure AD) as the login method rather than email+password and it would be useful to know who is using which method. I…
    17 1
    Answered ✓ 17 views 1 comment Most recent by Jason Duryea Using Smartsheet
  • Can multiple users make updates at the same time to a report with a 'has any' 'current user' filter?
    In Using Smartsheet
    Hi, Background: I have multiple Smartsheet files with around 1000 rows that each involves around 20 assigned individuals with various technology literacy. Due to assignees various technology literacy and to maintain the integrity of the …
    Answered - Pending Review
    27 2
    Answered - Pending Review 27 views 2 comments Most recent by RichL01 Using Smartsheet
  • Dashboard access via link not showing the user as logged in.
    In Using Smartsheet
    So, I am having an issue with my published dashboard. I have embedded a report utilizing the current user function. I have found that when my team accesses the dashboard by manually navigating to it through SmartSheet, the report works per…
    169 3
    169 views 3 comments Most recent by Genevieve P. Using Smartsheet
  • Smartsheet not saving consistently
    In Using Smartsheet
    I have multiple Smartsheets this has happened to, although I save and make sure prior to closing the SS it has been saved, and triple-check by the "save" icon being "shaded" prior to closing the SS. From time to time wh…
    1532 12
    1.5K views 12 comments Most recent by Bec Nissen Using Smartsheet
  • Finding sheet owner
    In Using Smartsheet
    I have a licensed user that has left the company. Who I transfer the sheet ownership will be determined by what the sheet contains. I can see this user has ownership of 1 sheet and I can't easily locate the sheet. Is there a way to determi…
    182 2
    Answered ✓ 182 views 2 comments Most recent by Shannon Heizenrader Using Smartsheet