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User-Friendly Workaround for collaboration in Table
BLUF: Is there an end user-friendly way to pull a table with questions listed in the first column (static) into Smartsheet for collaboration? Business need: each product must be evaluated against a checklist to ensure compliance criteria are met across multiple categories. internal team completes the evaluation checklist…
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Asset selection for sharing within the Workspace
Currently, in order to share specific sheets or reports within a workspace, each item has to be individually opened and shared with the user or groups. There should be a way of selecting the items/folders and sharing when you do not want to share the entire workspace. Doing this now will only share the whole workspace.
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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.