-
I want to report the values of mixed data types in a single column
I have many many sheets where column names are the same but data types are different (ex: some "Assigned to" columns are text/numbers and some are contact list, some "Project Name" columns are text/numbers, and some are dropdown list.) The choices in value type are driven by the many teams specific needs. This creates…
-
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…
-
Optimizing Dynamic View Performance Through Reports
I'm looking to improve performance of a very large sheet by breaking its records into smaller, identical sheets (split up by record category)... then merging all of these smaller sheets back into a report. Many of our stakeholders interact with our sheet via Dynamic View, which means I would rebuild our Dynamic Views on…
-
Forms: Best practice to reduce columns when using forms with logic
I am setting up an IT ticketing system to replace our aging system. I have a ticketing form set up using logic. In short its --> Issue or Request --> Request type select --> Subtype1 --> Subtype 2 --? etc... --> Issue type select etc... all the way down... As the user makes selections, more options are presented. The…
-
Dynamic View Tricks for Common Painpoints
I've been using Smartsheet's Dynamic View to streamline and automate workflows in my organization, which has led to stakeholder onboarding that has scaled to a large group of external users. There are common complaints that have surfaced from both new and existing users, which makes me curious about workarounds the…
-
Secondary Email option for Community
I am a contractor, but this would not matter, as in general when you accept a job at a new company it is unlikely that you will be aware of what your new email is, let alone have access to it. I bring up this specific point as whether you quit, get fired, laid off, furloughed, or whatever else there is, the end result is…
-
Add weekly backup function to Control Center when provisioning new workspaces
Our team is developing a multi-tier solution that will have up to 600 individually provisioned workspaces that align to individual projects. We would like have the ability to enable backups during manual provisioning of new projects/workspaces in Control Center to ensure that all workspaces are backed up on a weekly basis.…
-
Best practice question for dashboards and performance
I am in the process of changing everything over to Smartsheet from another package, and am having a great experience so far. I did have a question for experienced users that has to do with best practices when displaying information on a dashboard though: Is it better to have a helper sheet, or use the Sheet Summary for…
-
Auto provision SCC using optional templates
I am using optional templates in a blueprint and have them grouped. My question is, can I automate the project creations using options templates and based on a value on the intake sheet, certain templates are selected to be used? IE. If the column is named "Project Type" on the intake sheet. can that dictate which of the…
