Sharing

Discussion List

  • Force Publish links to open in same window
    In Using Smartsheet
    Hi there, Hopefully a quick one:  Is there a way I can force publish linked to open in the same window, rather than opening a new tab every time? We have built a network of dashboards + portals that we share externally via a publish lin…
    186 7
    186 views 7 comments Most recent by Brad Dyck Using Smartsheet
  • Why can't you share at folder level?
    In Using Smartsheet
    Hi, Is there a reason you cannot share at folder level? There are limitations with only being able to share at workspace or sheet level and I wondered if this would be considered for future releases? Thanks.
    Answered - Pending Review
    24 2
    Answered - Pending Review 24 views 2 comments Most recent by Genevieve P. Using Smartsheet
  • Client cannot view report
    In Using Smartsheet
    I want to share a report with a client however I cannot give them access to the source sheet as there is sensitive data that I don't want to share. 
    717 13
    717 views 13 comments Most recent by Eliana Davalos Using Smartsheet
  • Filtering Columns in Reports
    In Formulas and Functions
    I have a master sheet which has data pertaining to different departments. From this master sheet, I'd like to show only the information relevant to a department to that department, and none of the other data. 1) How do I restrict the data…
    Answered - Pending Review
    34 5
    Answered - Pending Review 34 views 5 comments Most recent by Andrée Starå Formulas and Functions
  • Notification Automation not working
    In Formulas and Functions
    I have set up a notification automation which would send someone a notification when the status of a deal changes. Attached Screenshots. However, I am unable to get any notification. Do i need to apply a different automation or is my curr…
    Answered - Pending Review
    26 1
    Answered - Pending Review 26 views 1 comment Most recent by Andrée Starå Formulas and Functions
  • Sharing to organization
    In Using Smartsheet
    Hello! I was wondering, is it possible to share a Smartsheet Report to everyone in the organization for editing? I'm using the 'Current User' Report parameter to limit what the user is looking at and what can be edited. But updating User G…
    Answered - Pending Review
    88 7
    Answered - Pending Review 88 views 7 comments Most recent by Mark Salamon Using Smartsheet
  • Dashboard chart values too large
    In Using Smartsheet
    I've created a dashboard for our campus to show how much of our Fall schedule will be taught in person vs online. The total of all the data is 100%, yet the stacked bar chart goes to 120%. Fortunately, the legend is light and hard to see, …
    Accepted
    15 4
    Accepted Answer 15 views 4 comments Most recent by Paul Newcome Using Smartsheet
  • Creating a sub-set view of a master sheet for external stakeholders to view and edit
    In Using Smartsheet
    Hello! New to smartsheets, so apologies if this is a novice question. I have a master sheet which I am collaborating with my team on, and I want to be able to share with an external stakeholder an editable version with only select rows (b…
    Answered - Pending Review
    20 3
    Answered - Pending Review 20 views 3 comments Most recent by Andrée Starå Using Smartsheet
  • Arrange meetings from within SmartSheet
    In Using Smartsheet
    Hello, Is it possible to arrange a meeting from within SmartSheet - instead of using Outlook. That way one could send a meeting invitation where the SmartSheet document would be an attachment similar to Outlook process.   Thanks, Sigu…
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    505 5
    505 views 5 comments Most recent by tylermh Using Smartsheet
  • Is there a way to download SmartSheet form as a PDF?
    In Using Smartsheet
    I want to be able to use Smartsheet form as a PDF also in cases where I have to manually write information or use the form as a Job Sheet for Complaint/Servicing form. How can I do that? Any help will be greatly appreciated.
    Answered - Pending Review
    56 4
    Answered - Pending Review 56 views 4 comments Most recent by Andy Bonin Using Smartsheet