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Security assessment fields for each project
Our security certification requires that we provide answers to several key security questions for every project (risk assessment, project justification, etc) and I was wondering what the best way to handle that in Smartsheet would be. They're not really tasks, since it's just several sentences for each that need to be…
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Use triggers from Smartsheet?
Working on a new workflow. Today's workflow is manual and based on emails. I'd like to use the webform to collect the required data (done) and then, based on specific conditions in the sheet fields trigger actions in other system - from generating email to open a service ticket etc. I watched the movie of the docusign -…
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URGENT - lost data
Hi, We have a master data sheet which has other reports linked to it. We have been doing a lot of changes and updates this week but I've gone in this morning and there's big chunks of data missing. Could this be due to the fact that we deleted data out of the reports linked to it? Is it possible to restore from Smartsheet?
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Lock or pin from Editing and Deleting. Even by Admin
Hello, I'd like to pin or lock or freeze a column from being edited as that information is going to archiving and doesn't need to be edited for the next 10 years. But I don't want to delete it accidentally, or edit the column contents. It seems like the lock only prevents Editors from changing the content. How do I make it…
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Unified task list
Hi everyone! I started using Smartsheet to control all the projects in my company(aproximatelly 9 projects). Some of them have confidential parts, but they also need colaboration of other employees. Can I create a unified task list for each person so that they can view and update only the task related to them, withou…
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All contacts visible to all users?
Hi All, Do you have any idea how can I prevent users to see all contacts within the Smartsheet? Any of my users can use Send option and choose from contact list any person in the account. I would like to prevent some people to see each other on the contact list. For instance if I build tools for competitors. I have deleted…
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Link to Unknown Sheet
We are experiencing issues with "links to unknown sheets" popping up. See image attached. * We are saving the sheet that the link is going to as a new sheet (almost like using it as a back up), but we are clicking so that the "links do not carry over", so it should not be happening from this task. * We have no way of where…
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Adding Contacts - Logging in for the first time
I'm trying to understand how and when a new contact will receive an invitation to log in and set his or her password. Does this occur when a new contact is added? When a contact is added to a group? To a specific record on a Smartsheet? Any pointers would be helpful.
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Give Specific User Editing Access to a Locked Column
I am looking to give a specific user access to editing a locked column. The background: We have a list of projects that are NOT to be started until our finance director approves said project. As the project manger, I am owner of these sheets. To prevent other users from approving projects of their own will, I have locked…
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Hyperlinks to Password Protected Documents in One Drive
We have a shared One Drive account and I would like to create a hyperlink to certain documents that are password protected to certain users of a Smartsheet. Is it possible to do this so only those with a password can open the documents (either in Excel or PowerPoint)?
