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Is it possible to edit or transfer ownership of a workflow in the Salesforce Connector?
I Recently stepped into the role of Smartsheet Administrator for our company. I am not seeing any option to view or transfer ownership of the existing workflows. Am I missing something here?
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Checklist within a cell in sheet.
Hi I'm setting up a sheet for some collogues. Its a task list sheet made in a grid view. But they really need a checklist that is within a cell in the task list sheet. Is it possible to make that in Smartsheet? both teams and trello has that option but we are trying to limit our use of different online systems. To keep…
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Access for invited Team Members
When connected to my company's network, only particular team members can access Smartsheet. For those that cannot access it, neither the email invitation or direct login works. From the email invitation an error comes up that reads "This site can't be reached. The connection was reset". When attempting to access from the…
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Best Practice -- Ownership Transfer, Order of Steps
Good morning, I am going to be doing an official handoff of our Smartsheet account administration to another user (currently unlicensed). That user will be the administrator of the account owning and managing the 6 workspaces currently in my menu. We currently have 6 other licenses that will need to be transferred to other…
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Permissions not allowing users to attach
Hello all, I'm having an issue with a smartsheet not allowing people outside of my company to attach things to line items. Everyone in the smartsheet has Editor - Can Share permissions. The folks outside of the company do not have smartsheet licenses, could that be the issue? They get this error
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Crossing multiple data bases with a Partial Text/Number match
Hello all! This is my first question. I am building a tracker called "My Project Tracker" that takes information from multiple "master sheets" built by different teams with different purposes. See screenshot for example. "My Project Tracker" has the "Project ID" as user input, then it populates the "Project Name" using the…
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Admins cannot Edit our Smartsheet after sharing permissions changed
We are on a Pro Plan account with one license. We would like two people to have the ability to edit and add data to a Smart Sheet. We have granted them editing permissions and then tried giving them Admin permissions. They are both unable to edit or input any data in the smart sheet. The two people we wish to give System…
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Alternative of Event Reporting API
Hi, Can you please let us know if there is another API expect Event Reporting API through which we can extract Event data of users.? Thank you
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Smartsheet Group Management arbitrarily changes contacts' names
This is a weird one. I have added a (male) contact called Chris to my contacts. His correct name is showing in the contacts list. When I add him to a group, I find and select him (still with the correct name). However, when I save after adding him to the group, Smartsheet is changing his name to Christina. Not great, and I…
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Using CountIfs to track a column will multiple options
Hi everyone I have a multi select column that I am trying to use a countifs statement to count of instances of a name. However it only returns cells where only the name exist and nothing else. Does anyone know how to make it that it counts all instances? Formula below for example =COUNTIFS({Training Project Task List Range…