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Form Security Permission Setting
Our company has found that form submissions are not as secure as we need them to be. Anyone with the form link can submit an item that posts to the source sheet regardless of security permissions. In essence, with the link, Customer X can post an item to Customer Y's sheet. Please consider adding another level of form…
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Please enhance Column Contacts and Form Contacts by allowing Groups to be used!
I could go on about it, but there are some basic “table-stakes” sorts of features that need to be incorporated into how column contact lists are handled within Smartsheet. First and foremost, please, for the 37th time, allow us to drag a group in and create items contacts within a column contact list. ALSO, please make it…
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New license model query
Our organisation uses Smartsheet on projects with our clients. The beauty of Smartsheet is (was) that we could collaborate on things with any number of people without the clients having to worry about additional license costs. We, as owners of the project (smartsheet) resources, have full paid licences. I need to clarify…
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User Subscription Model: Non Admin access to Users Seat Type
Hello, I am a System Admin and want to provide assistance for Workspace Admins at my company with regards to User Seat Types. From this help article: https://help.smartsheet.com/articles/520104-share-sheets-reports it mentions this: "Ensure that collaborators you’re sharing your sheet or report with have the right account…
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Dynamic View access changed asking about Collaboration
Hi Team, I've developed using dynamic view for over a year and suddenly have an issue. My users a free users with viewer access only. They have been accesing dynamic views not problem for a year but this week are suddenly getting the error message any ideas why?
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Collections - can more than one person be admin?
Right now it seems as if only the person who created the Collection can share it with others - is that correct? We have a firm process tracking system in Smartsheet where some items in workspace are accessible to all and others only to certain departments. Each department has their own collection that includes a…
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Microsoft Dynamics D365 Finance and Operations
There is only a connector for Microsoft Dynamics D365 but our company uses the Finance and Operations Dashboard for Microsoft D365. It will only pull information from CRM and there's no connector for the Finance and Operations information that we track. We have to manually enter that data currently because the connector…
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Export Timeline View
Timeline is such a good feature, with a straightforward entry, as well as color edit. What isn't available is being able to export it on to PowerPoint or Excel. When is that coming?
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Saving rich sheet as a template for new clients
I have rich workspace with multiple sheets, links, formulas, forms, reports and workflow and sample data. I want to be able to save and restore the package for new clients in their own workspaces. How can this be done? I note that Request Backup and Export does not provide this functionality.