-
Scheduled Reports Not Generating
I have set up several recurring scheduled reports to be run this week, and NONE of them have run. I am using the "Send as Attachment", "PDF", "Schedule to send later or on a recurring basis", I set it up, then hit "Send", and the recurring event appears in the "Sent to" field with the circular arrow icon to its left, but…
-
Published Sheets
I understand that Published Sheets are dynamic and will reflect any changes to the sheet. However, what about in terms of the Project Settings? We have a published sheet that is displaying on a common monitor. When the sheet was published, the Timeline Display was set to "Open to today's date". Since then we have unchecked…
-
Publish sheet without comments
Is there a way to have the indent feature but to hide comments on a published sheet? I have a sheet that I want to share by publishing but I don't want comments to be visible because they contain sensitive data. I am using the indent feature which allows rows to be expanded and collapsed to show/hide rows. I see that I can…
-
Two questions on Published sheets
Couple questions: - if a change happens to a sheet that I've published using a link will it refresh with new data or do I have to re-publish every time a change happens? - does the URL change after each publishing? I ask because I don't want to have to be constantly updating the url ie. I can simply provide a shortcut and…
-
Looking for a way to send an automated email when a task's status changes
One of our key uses of SmartSheet is to collect requests from our customers and manage these requests. I would really like to be able to send an email to the requestor when their request is assigned to someone on our team, and again with each status change. Has anyone developed something like this? I saw a post about…
-
Dashboard Web Content - Card View
How do I include a card view of my sheet in a dashboard? Currently, I am viewing the sheet in Card View, selecting Publish and copy/pasting the publish link into the Web Content widget. However, the dashboard presents a grid view of the content NOT the card view.
-
Access of a Report via Dashboard
Background: I have created a form to capture Company personnel’s proposed ideas to improve cost savings, quality and safety. With this I have also created a Dashboard to give a snapshot of the progress of all Idea’s submitted. On the dashboard I created a button that I had intended for a person without a Smartsheet sign on…
-
Custom Column View Templates
Is it possible to save custom views for columns? I would like to be able to show, hide, sort, and order columns via a template. I am able to filter based on specific conditions but I also need to be able to view the data a specific way.
-
Report Publishing...
I want to be able to publish a report link for editors to update a project status the way I can publish fully editable links via the sheet itself. Why can I only publish secure links for reports that require a login? I want editors to have access to change information in a report without logging in. What am I missing?
-
IFRAME - load with Fullscreen option
I'm embedding several reports / dashboards into a sharepoint instance and I would like to have them load in full screen by default. I am referring to the Normal View Vs the Full Screen View that can be achived by clicking the appropriate icon on the bottom left of the embedded frame. Please help! Thanks
