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Dashboard not showing for shared users
Hi, I've created a dashboard that displays information unique to each user. The reports included in the dashboard are filtered by Current User, and the Widgets are set to "Their own perspective." I am a licensed user and am the Owner of the dashboard, all of it's reports, and the sheets behind them. This dashboard needs to…
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In access request alerts please include a second button to share the workspace
As an administrator of multiple solutions, it's difficult to trace the sheet and report dependencies when being asked to share an individual report or sheet. Typically, permissions are set at a workspace level anyway, to alleviate this issue. The workspace location information is included in the alert, so, if possible, the…
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Understanding Smartsheet User Profile Discrepancies: Name vs. Email Address in Workspaces and Sheets
Hi all! I've got an issue with Name and Email Address of a Smartsheet User not "linking" (for want of a better word). Please bear with me as I try to explain the problem! :) A Smartsheet user needs to be shared to a workspace. When I searched their name in order to share it with them, it shows me their name as they've…
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Publishing vs Sharing - Not Sure of Difference?
Hey - I've been looking into this but feel like I haven't found a clear answer. What is the difference between sharing a dashboard with someone as a viewer vs. publishing the dashboard and selecting 'Only Available to Users who are Shared the Item'? Long story short - my team support several external partners and we are…
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Merged: copy/share automations and filters
This discussion has been merged.
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Does creating a free user account cause conflicts with sheets already shared?
Hi, My company has the Enterprise plan. Some users have given access to vendors through the sheet itself. As the admin, I would prefer to give those people free accounts and sent them invitations. I've received complaints that things aren't working smoothly like "I can't see the sheet I used to see" and "we were editing in…
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Add collaboration functionality to allow multiple people edit word docs in smart sheets
Add collaboration functionality to allow multiple people to edit word docs in smart sheets. A nice addition would be check functionality for docs when people are editing, and even better would be the ability to attach a word doc to smartsheet and have multiple people able to edit it at the same time. I currently use…
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How do I share specific rows only?
I want the user to see rows that are assigned to them only.
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Is it possible to email only some information from a sheet via workflow?
As an example, say I have a sheet with data columns: Name - User ID - Phone - Address - Email The data is entered via a form, and I need to set a workflow to email all contact information from new entries to another team for various system updates, but User ID is sensitive personal data and cannot be shared. What is the…
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Does an individual need to have a PAID account in order to view the sheet indefinitely?
Hi, under the pro plan - does an individual have to have a PAID account in order to view the Smartsheet? I shared a sheet with my team, and it asked them to create an account however, since it's a free account it's only on a trial basis of 30 days. I was under the impression that under the pro plan, there was an unlimited…
