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New Workspace
I am helping a colleague convert her Shared Excel file (in SharePoint) to a Smartsheet project. We have the workspace set up, and 10 of the 20 sheets (in a folder). But here is the question, those 20 sheets (which are in a folder within the workspace called "QMS Entities"). And this user has a Master sheet, which she is…
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Edit Dashboard within Workapps
Currently, there is no functionality to allow users who have Admin / Edit access to a dashboard to edit that dashboard in Workapp - there is only view or hidden functionality. This means that the user has to be led away from the Workapp to edit the dashboard instead of being able to stay in the Workapp to complete the…
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External Collaborator Email Account Verification
We have a mechanism to include external collaborator to access smartsheet, but there is no mechanism from Smartsheet to verify if external collaborator email account is still active (for example, we will not get external collaborator notice when someone from share list leave their company). This creates a safety risk. Can…
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Connecting SmartSheet to WhatsApp
What is the possibility to connect and send data from SmartSheet row to WhatsApp number ? Thanks
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Correct way to hand control to 2nd person?
Hi, I recently went on leave and handed over my reporting process to an offsider. Utter disaster. I had shared all the documents and reports and given them Admin access but they ended up having to create a duplicate set, which I couldn't access unless they were shared with me. What is the correct way to set up a process…
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Configure Primary Domain in Safe Sharing
When we configured Safe Sharing this week, we added all of the domains in our organization except for the primary domain cswg.com. This did not limit any internal sheet sharing , but it did cause a firestorm of automations failing. Multiple licensed users suddenly received emails from SS saying one or more automations had…
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Can Smartsheet auto save immediately instead of after 1 min of inactivity?
Hi, My company is currently using Smartsheet for Onboarding tracking and workload. There are 10+ people working on the sheet and I wanted to know if there is a more immediate process to have the sheet auto save instead of saving after 1min of inactivity, that way everyone can see what is being worked on in real time?
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Auto sort
Checking if there's been any movement on having the sheets sort by data in a column as I see it's been requested since at least 2016. We have sheets that are sorted by a date that could be 2 days from the day entered or 12 months from the day entered. We also have a filter to hide past dates. Data is being entered via form…
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Embed Smartsheet grid in SharePoint without publishing
Hello there - I have a use case where the general public needs to view a sheet, likely embedded (in some form) on a SharePoint site. However, our organization does not have publishing turned on because it exposes HIPAA data externally. Is there a way to embed the data (this is just FAQs and answers) in a SharePoint site…
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How can I share a custom template company wide?
We are creating some templates for my company. How can I make them available company wide, and have them show up as the first thing in the "Create Browse Templates" list?