-
Column Lockdown
I have a Sales Report that I have filtered a Column that contains the Regional Managers in this report. The Filter is so I can view the Data only for a particular Mnager and also this is what I would like them to see also is just their Sales portion and not the other Managers. When I filter for them, and share to them as a…
-
Issues connecting to Smartsheets
Hello, Other areas of the business are exploring the use of smartsheet and they would like to connect our existing analytics tool (spotfire) to use smartsheet as a data source. I've followed: http://smartsheet-platform.github.io/odbc-docs/ and successfully installed the ODBC smartsheet driver, created a DSN, successfully…
-
Appsheet
I am meeting with management and IT on Friday to persuade them to use appsheet with our Smartsheet data. I know appsheet is one of the approved integrations but is there any other documentation from Smartsheet that could help make the case for this?
-
Locking view when sharing
Hello, I have used Smartsheet for some time now, but just started investigating using Card view. Unfortunately, Card view cannot be used on a report. Previously I had a report that combined my personal tasks as a manager from one sheet with tasks from my involvement in projects my employees are working on to create my…
-
bulk edits
Hi i have a large sheet that needs to be edited by many individuals [circa 30]. Each row contains in a field the email address of the user who can edit or modify the record [row]. Is it possible to: automate an invite to edit based on parsing the sheet per unique set of emails restrict for a user to edit only those records…
-
Switching from a regular sign-in to "work account"
When we signed up for Smartsheet, I used their regular sign-in method. How do I switch to the "work account" method so I can use my Office 365 account? Thank you.
-
Hidden and Locked columns are visible for Collaborators under search and edit..
Hi, As an admin we made some columns as hidden, but collaborators are able to see under search and edit the row options. Suggest me how to avoid it. Thank you.
-
Search for specific user
As the owner of multiple sheets, reports, sights, etc., is there a way to search all of these where a specific person has been given permissions? Simply put, we have a team member leaving the company and I need to remove this person from any all sheets, reports, sights, etc. and I am hoping not to have to open each item to…
-
View Cell History
How can I view the user who updated a cell? Even though somebody is signed in, the user name is always showing "Form User"? Thank you
-
What to do when project ends?
Hi Smartsheet Community, Our company works with customers on projects for a set period of time. When a project is complete, we archive completed projects for internal use, but we no longer need our customers to view or edit sheets and sights in Smartsheet. When a project ends, is there is way to inactivate or close our…