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What is the best way to backup my data in Smartsheet?
My company is adding a lot of important and senstive data to our sheets and I am concerned that one of our users might accidently delete data that we need. What would be the best back to backup all of our sheets? Is there feature that will automatically backup our sheets?
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Mandatory or Required fields to complete in a smartsheet
I have a need for users when updating or entering data in a cell in a smartsheet that they must complete some mandatory fields. A webform has this function, however on existing rows it would be ideal to have users who are given updates or entering in a new row to have to complete some mandatory fields before final saving…
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View permissions on individual columns & rows
Hi, Is it possible to set permissions on indivdual columns of a sheet? i Have a tracking sheet that coordinates orders between my company, the factories we use, and our salespeople. I don't want the factory to be able to see the column with theprice we are selling an item to our customers for. i don't want our sales people…
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Admin Access to Everything?
Is there a way that a Smartsheet Administrator would be able to gain access to all sheets/workspaces, even if not specifically shared to the admin? I am asking in terms of access controls, so we can put a control in place where the admin ensures no PI or Confidential informaiton is being added. Thanks!
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How do I find a smartsheet expert for hire to help build out our workspace?
I am building out a new workspace for some large marketing intergration projects. I am way over my head with smartsheets, but I have used it to complete amazing M&A sheets. I want to start intetegrating smartsheets into the operating side instead of just the due diligience side of the business.
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Smartsheet Dashboard Embed Power BI
The new dashboard feature for Smartsheet says we can embed power BI reports by publishing to web, but doing that in Power BI makes your report public to everyone. How can I embed while still mainting privacy as these reports have company information? There is a Power BI option that allows you to embed directly to…
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Lock a Field
I have a field with a formula in it and I want to be able to lock it so only owners and admins can edit. i cant lock the row as details have to be changed by editors in other fields in the row.
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Security assessment fields for each project
Our security certification requires that we provide answers to several key security questions for every project (risk assessment, project justification, etc) and I was wondering what the best way to handle that in Smartsheet would be. They're not really tasks, since it's just several sentences for each that need to be…
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Use triggers from Smartsheet?
Working on a new workflow. Today's workflow is manual and based on emails. I'd like to use the webform to collect the required data (done) and then, based on specific conditions in the sheet fields trigger actions in other system - from generating email to open a service ticket etc. I watched the movie of the docusign -…
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URGENT - lost data
Hi, We have a master data sheet which has other reports linked to it. We have been doing a lot of changes and updates this week but I've gone in this morning and there's big chunks of data missing. Could this be due to the fact that we deleted data out of the reports linked to it? Is it possible to restore from Smartsheet?
