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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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Merged: Group Management - Ability to download group list to excel
This discussion has been merged.
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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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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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"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
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Single User Report for managing licenses
I'd like a report the contains all the following information so I can manage enterprise licenses: Name Email Active/Deactivated Role License consumed? Last Login Date Group(s) We manage our license disbursement across the enterprise by using groups. But I can't pull a report showing group membership at this point.