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Merged: Forms as Smartsheet Objects in Dashboards
This discussion has been merged.
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Is there a way to create a "anybody in the organization can view" view
Here is my situation. I am using Smartsheet as an intake tool for my organization. People from across the business come in and using a form, submit an intake request. One of the data elements I capture is the email address of the submitter I would like to create a report, filtered on the current user, where they can view…
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Visual / Report for data in a multi-value drop down column
Hello! I have a drop down column with 14 options and the ability to allow multiple values per cell. It is a sheet to show different company internal initiatives, when they are happening, and which team they impact. The impacted team is the multi value drop down. I want to create a visual that shows how many things are…
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Web Content Widget not automatically showing filter in published sheet
I've set a filter in a sheet, published it and added it to a dashboard as a Web Content Widget. However, the filter I've set is not automatically showing in the dashboard. I don't want users to have to choose the filter. A report won't work for this because I want the dashboard user to be able to do live updates in the…
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Efficient Monthly Report Data Collection System for Faculty using Smartsheet
I am looking to create a streamlined system in Smartsheet to collect monthly report data from faculty members efficiently. This would include updates on publications, grants submission, presentations, etc. The main goals include consolidating all of this information in one place, providing a user-friendly interface for…
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Hi everyone, is there a way to create Dynamic view on a dashboard but with charts and metrics?
I am making a supplier-facing dashboard and I would like to make a dashboard that displays personalized data, similar to this video. Instead of a Month dropbox it would display supplier names and the data would ideally display specific or personalized info.
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Formula to list all projects that asked for additional funding and count number of times
All, I want to do the following, if it is possible, for metrics that I need to include on my Smartsheet dashboard. I have tried variations of =COUNT(DISTINCT(COLLECT without success. Here is what I want to do: In a metrics sheet, I want to go to my "2023 IAP Tracker ELT Approvals" sheet, then automatically list all of the…
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Smartsheet and Sharepoint Embed Issue
Quick summary: I am no longer able to view embedded Smartsheet items on some Sharepoint Online sites even though I am the owner of said Smartsheet items and I have Full Control access on Sharepoint. I cannot complete the login (see screenshot) as no login window comes up when I click the button. I am reaching out to my…
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Merged: Dashboard Help - Not able to link a folder
This discussion has been merged.
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ADVICE ON A USE-CASE: REQUEST FOR PRICING, QUOTE, APPROVAL, PLACE PO, NOTIFY
We need a sheet or maybe Dashboard / Report / Sheets to accomplish this with our customers. It's a current process we do via email, and want to move it to within Smartsheet. Here are the steps, and am seeking advice on the best process: Via a Shared smartsheet (editor-can share, 3rd party outside of our organization), the…