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Multi-level dashboards - creating new tab in browser
Hello community people, I have a DB (Dashboard) requirement requirement, and want to get your advice. Usecase - 2 level of DB, Top level: a list of DBs. 2nd level: individual DBs. Non-license users (senior management) go from top level, then click to go 2nd level individual DBs. Requirements - Users are non-licensees. They…
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How to publish a dashboard
We recently upgraded our licenses and now have the dashboard/portal functionality. I would like to make a dashboard I've created publicly-viewable, but there is no publish tab at the bottom of my dashboard. I can share the dashboard via "Share", but I need a public audience to have access. Does anyone know how I can…
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Share sheet as a copy - Consolidation
Hello everyone, Starting with Smartsheet, I don't find any documentation about distributing a new and unique sheet to collaborators. The idea is : * I build a main spreadsheet, and I want multiple collaborators to fill this sheet individually * I want to keep track of all the status of certain indicators for each…
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Publishing a Sight page to the web
I seem to see different instructions here, but for the life of me I can't seem to move beyond "Read Only" to create an iFrame for a Sight so that I can embed it in a website. This would be so handy for my clients to be able link to Reports and Forms... Have I missed something?
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Print and/or Publish without column and row headings?
I know that I can remove row headings when I print, but I can't find an option to remove the column headings. The same options to remove row and column headings are also needed on teh publish feature. SmartSheet provides format opportunities to make a sheet look nice, but then the column headings can really be annoying. Is…
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Publishing a new client intake form
How do I do this: I need to collect data (name, address, etc) from new clients and I have created a Smartsheet for basic data. I then email the new client with a link to the form and the client fills out the sheet. However, each client is different and based on how they answered a specific question, I have another form for…
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Published card view not showing filters?
I'm using card view as an internal support ticket queue that the company can view. There are teams within the company and I want them to be able to quickly view their specific tickets without the other team tickets showing. Filters seem like the best solutions (there are other solutions but not as pretty) but when I…
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New Template(s) for The Public
I want to get this template to smartsheet for the community. Its for a family event with multiple data such as room availability, price, tax deduction, package and room assignment with form. Don't know how to donate this, but I would love to as its great for family get togethers. Won't do another one for 4 years cuzz it…
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Publishing read access sheet/report with common password
Hello all, We are facing a situation where we want to publish a report in reading mode to a group a people. We do not want the information to be public on the internet so the basic Publish is not an option and since the people only access to this information couple time a year, creating a managing a Smartsheet account for…
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Special design of embed Form & get IP from form
Hi, 1) we will use smartsheet-form to receive new inquiries from clients on our website. We would like to fit design of Smartsheet-form to design of the entire website. How can we change the design (colors and other visual effects) of Smartsheet form? The function "Get embed code" only give you iFrame without any option to…