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Printing Group/Summary Reports
I have added 3 groups to selection of data and had each one summed for total but when I export to .pdf it only shows them in the standard grid. I need to be able to print it out/send the report with grouping and summary tool. If this is not possible (crazy to have but not be able to print) are there alternative ways to…
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Dynamic View and Groups
I have a Sheet with sentitive data. I need to share certain rows to Groups of people. Row A, Group Admin SHS can view. Row B, Group Admin BSH can view. Group. Admin BSH should not see Row A. Groups have been created. When I go to the sheet, I can't see the groups to add to a row I assume in Dynmaic view, when these Groups…
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Bridge: How to automatically add users to "Licensed Users Group" or "Other Users Group"?
We're trying to maintain a "group" of users in our Smartsheet instance who are Licensed, so that we can use Smartsheet to share Licensed-user dashboards with them. And if they're not licensed, they would go into "Other Users Group" for a dashboard highlighting features available to free users. Currently, we intermittently…
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Contact field list management (data shuttle or groups)
Managing contact field lists for numerous sheets is time-consuming and subject to error. The ability to manage this by using Data Shuttle to update the contact field options OR being able to select a "group" for contact field options allows this field to dynamically update from a central location.
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Dynamic View - Share to A Group??
Hello all. Our team has a purchase request submission process using a smartsheet form, and then a dynamic view setup so that they can track the status and make updates to their request throughout the life of it. However, I also need managers of each department to have access to these requests. I have created smartsheet…
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Allow provisioning of memberships through Okta groups
The license model allowed us to provision licenses through Okta groups which is a much more sustainable approach. The User Subscription Model removes this functionality and forces hours of manual work, continual upkeep, and adds significant challenges to monitoring licenses. Bring in the functionality from the license…
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Group Management - Automation Ideas/Suggestions
Has anyone come up with automation for adding people to groups? I'm currently using an Excel file to help me determine what groups new hires should be added to; then I add them manually. It would be nice to find a way to automate this.
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Multiple Owners to add users to Smartsheet Groups
Problem: Currently, only one person, the owner of a Smartsheet Group, can add people to a group. This causes a delay for users seeking permissions to workspaces, sheets, etc. The owner must remember to switch ownership to another person if they are going to be out of the office. Otherwise, users can't be added to the group…
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"Limited" Smartsheet Groups that can never be shared above a certain permission level
With the new User Model, there is a quirk that drops someone downgraded to Viewer who are part of a group that has been given "editor" permissions. This has caused us a lot of problems as we try to adapt. My suggestion is that part of Group creation, a designation that it cannot be give permissions higher than Viewer. This…
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See all WorkApps, sheets, and other items shared to a Group
How can I see all WorkApps, sheets, and other assets shared to a Group? I pulled the Group sheet access report but it does not show WorkApp permissions. Thank you, Neil Egsgard Southern Alberta Institute of Technology