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Is it possible to create a Template and share it to other users?
Hi, I have the following dilemma- I have created a really good PMO system within smartsheets using different sheets & dashboards, I would love to roll this out to other users within my organisation to utilise it as a template My question is, is this possible and if so how do I do it? For context I am a consultant and we…
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Post Collection Release - Still Need Folder-Level Permissions
I would like to reopen the discussion on this topic: Even though Collections sortof work, it adds extra complexity, extra time and extra work. Being able to share a folder as opposed to having the all or nearly nothing approach be preferred. I am currently having to create 3 collections for every single folder within our…
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Merged: Add option to share Folders directly with users
This discussion has been merged.
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Asset Sharing should default to View, not Edit
Since the license model has changed, the option to Share should default to VIEW, not EDIT. The View option allows less-experienced users to share that way by default, and share as Edit only when needed. This allows for less cleanup during true-up. This also prevents users from adding provisional licenses unknowingly.
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Single Intake Form - Share with multiple external partners
Hi - hoping you guys can help point me in the right direction. We have a dashboard currently in place, but it isn't the most functional so I want to see what other options there are. We have a single intake form for multiple external partners. All feed into 1 sheet which lives in an internal only intake-focused workspace.…
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"Shared To Me" items in a folder/workspace outside of general "Sheets" folder
Let us have a specific folder/workspace "Shared to me" where all items shared individually to us sit nicely together and not in between all the stuff in "Sheets". Somtimes unsers having access to workspaces with one version of a sheet and having another version in their "Sheets" folder mix it all up.
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Pop-Up Window Asking to Confirm before Sharing Workspace
Hello, As an enhanced security feature, I would like to recommend that a pop-up window appear asking the user to confirm before sharing an entire workspace (vs. a single sheet) which could contain sensitive or restricted details. Best, Cassie
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How do I have tiered authorizations?
As noted in the attachment, what I am looking for is a system of sign-offs where each person can sign off on a document and then it automatically fowards to the next person in line OR if the have changes, it gets sent back to me.
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Smartsheet Icons for Flowcharts
Hi all, I'm trying to make a simple flowchart explaining how a solution I built works. Smartsheet does it this way, and I'd like to replicate it: Does anyone know where to get these icons?
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API Issue with list_sheets
I script in python. I need to explain some things about how we use Smartsheet. We have a master sheet that has all of our current orders on it. We have around 200 projects, and each project has its own project sheet. When an order is placed via update request, a daily script picks up the info and creates the order on the…