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INDEX - Collect question
Hi there, I have a project where in the project plan, based on the start date selected for a task, I'd like Smartsheet to reference another sheet (which is the table of Sprint, Start Date, Proposed Completion Date, Sprint Label) and populate the Sprint Column with the correct Sprint Label). So the formular should check…
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Issues Opening the Sheets
I'm receiving this message every time I try to open my sheets. I'm the only admin user. I have already performed proper troubleshooting, such as clearing the cache, logging in incognito, and logging out and back in, but the issue remains unresolved. It's been a few days, and I'm unable to track our projects and this…
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Freeze Dashboard Header in Presentation View
Dashboard titles are always visible (frozen) at the top of dashboards, except in presentation view. We have received requests to ensure that the name of the project and the project overview are always visible at the top. Our idea is for Smartsheet to create a "header" using the first x rows of graph paper, or to create a…
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Security Groups for Smartsheet AI Enablement
Hi team, After discussions internally within our company, we decided enabling Smartsheet AI throughout the whole domain without distinction of Region, Department or Seniority was not ideal so we disabled for everyone. I would like to suggest that Smartsheet implement a way to create security groups within the platform (or…
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How do I share a report document to an external client without having to give full access to the doc
Has anyone found a workaround for sharing Smartsheet reports externally without giving access to internal data? I currently have to download the data and transfer it onto excel to create a pivot table for our client and I want to find an easier way to do so. I also already create a dashboard for our client, but I wanted…
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Get Email from Contact Name
Formula or some option to get the email address associated with the Contact name. A name can be anything a user chooses (variable), but an email is not variable and can be used to do lookups more accurately than a name. (Relying on someone to type it in correctly is asking for trouble.) I currently use DataMesh to get the…
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JOIN-COLLECT and Contact
Hello, I am trying to use JOIN-COLLECT to populate a cell with a contact by pulling from another sheet. However, when I use this formula it populates the cell with the name of the contact as a text string, but does not populate the cell with the contact itself. Both the column of cells being populated and the column the…
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How to set up the Open request link to open in a new tab?
A coworker asked me to investigate why, when she clicks Open request in a Smartsheet email notification, it doesn’t open in a new tab. When I click the same link, it opens in a new tab without issue. I’m using Microsoft Edge, and she’s using Google Chrome.
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Dynamic View Predetermined Fields
I have a form that is completed by 16 different entities for 57 unique roles, filling a master sheet. I want to utilize the Dynamic View function, but also have prefilled fields and use a MATCH function from the master sheet to the dynamic view to match the input to the unique roles. The purpose is that there are a finite…
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Budget Management
All I wanted to show you how I am using smartsheet to keep my budget reporting in real-time. I have 3 sheets 1) A Budget sheet 2) An Invoice Sheet 3) A Project Action Log The purposes are as follows Budget sheet This houses my line my approved budget using MasterFormat and also my Non-construction costs like Architect…