-
Attaching files best practice
Hi We are rolling out Smartsheet and we are a MS shop which means we use Teams, OneDrive and SharePoint. I understand that if files are attached from OneDrive, it is a link to the file and will always point to the latest version of the file. This is not the case for SharePoint. We are considering to only "allow" a URL to…
-
More customizable/specific sharing options
Hello all, I'm new to Smartsheet and am discovering the limitations when it comes to sharing. First, I'm surprised that sharing folders isn't possible. I understand that Workspaces are intended to make up for this but I guess what I'm lacking is the ability to choose specifically what I share within a workspace. What I'm…
-
Gaining access to Smartsheet as unlicensed user
Hi, I am a licensed user of Smartsheet. A collaborator (who does not have a license) is not able to access a workspace or sheet that I have shared with them. Other collaborators who also do not have a license are able to access the workspace/sheet. Are there any reasons why this might occur? Thank you!
-
Can't see shared sheet
A sheet has been shared with me. Sometimes it appears in my workspace. Other times it is not there. I am an editor and the owner has not changed anything to do with sharing. Why can I sometimes see the sheet in my list of items and other times it is not there?
-
Why can't you share at folder level?
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.
-
Client cannot view report
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.
-
Filtering Columns in Reports
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 datas in the columns that have to be shown 2) If out of 4 child rows, 3 pertain to one…
-
Notification Automation not working
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 current one missing something? Thanks!
-
Dashboard chart values too large
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, but still, we are a university, so I should be able to do an accurate chart. I'm…
-
Creating a sub-set view of a master sheet for external stakeholders to view and edit
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 (based on a filter) and select columns visible but editable to provide updates. The…
