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How can stakeholders search within a Dynamic View?
Hello! This is my first post in the Smartsheet Community - thanks in advance for any help. Problem: I’ve created two Dynamic Views that consolidate data from multiple systems into Smartsheet. Each row represents a unique SKU, and stakeholders need to search by SKU to view multiple status columns coming from different…
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Dynamic View filter
I am revising a column in my source sheet. It has a dropdown window where I am adding more keywords. However, when I go to the dynamic view filters to search, the newly added keywords do not appear. Is there a limit as to how many items will show in a dynamic view filter dropdown menu?
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Reports Based on "Assigned to" Across Sheets
I am creating templates that our marketing team can use for different categories of projects that the director will use to create a "task sheet" for new projects. Columns that the templates have in common (including Assigned to) will be named the same. A project owner managing the task sheets will add contacts to "Assigned…
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Card View for Reports in WorkApps
Using a WorkApp to keep all high level sheets/reports/dashboards in one area. One of those is from the "Simple Request Intake & Tracking" sheet. Being able to use Card View on the Workapp would promote the use of Card View to be able to move tasks from "Not Started" to "In Progress", or move it from one "Assigned To" to…
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Merged: Enable Card View for Reports within WorkApps
This discussion has been merged.
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Hidden Form Fields No Longer Writing to Sheet
I have a form that has two hidden fields at the top to indicate which location is using the form. These are necessary to the PowerBI report that uses the data. All of a sudden these fields no longer save when the user submits the form. When I unhide them, they show after submission. I would really like to have them hidden…
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Can I filter for Current User in a Sheet Summary Report?
I would like to create a Sheet Summary Report that shows summaries for only those sheets where the current user is the project manager. I have a series of sheets and each sheet has a summary field of contact list type and containing the project manager. When building the summary report, I created a filter where the Project…
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Smartsheet Report - Un Grouping
Hi there I have an issue with grouping on a report that is causing a headache. Any grouping I apply to the reports seems to undo itself when the number of days change in the filters. None of the clients have admin access so no one is manually removing the grouping, but they are manipulating the number of days in the…
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Add "End Date" for recurring delivery schedule of report
I like the ability to create a report that sends to a group of users on a schedule. But adding an end date for when the report will stop sending as an option would be helpful. Making it "set it, and forget it". Additionally, if I can build a report with a recurring send into a template, and have that report only send…
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Sending a recurring scheduled report to a dynamic list of recipients
I'd like a dynamic list of users that changes with a scheduled recurring report. When selecting who to send a recurring report, I'd want to list the stakeholders for the project, plus have it go to anyone listed as an "Assigned To" in the report. In this case I can have a weekly report for all late and upcoming tasks, that…