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Smartsheet Dashboard sharing with a group - fail
Hey, Smartsheet community! I am hoping you can help me figure out why my attempt to share a dashboard with a user group is not working. I have two different user groups I need to share a dashboard with. The dashboard is simply a list of shortcut links to Smartsheet forms. Let's say person A is in group 1. I have given each…
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Strange Issue with Sharing
I am trying to share a sheet with someone (both are on free accounts if that matters) and when I enter the email address of anyone when I try to share, it simply disappears when I get it typed in and hit enter or click their email. I recieve no errors. It wont allow me to share it at all. The sheet is currently shared with…
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Swimlanes for Card View
Card View has limited capabilities. As various Agile frameworks grow it would be great to have teams or categories as swimlanes. This should allow X and Y axis coordination. For example: X axis could be status of a card: New, In Progress, Release, Closed Y axis is team owning the card: Team A, Team B, Team C X and Y axis…
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Sharing reports with free users
Hi - I have created a report and shared it with an external free user, however, he is unable to see anything on the report. I also tried publishing the report and placing it as a widget in a dashboard with no luck. Is there anyone that has done this and can let me know how to provide them the info? I also wanted them to be…
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Parent/Child/Ancestor Relationship to Referral Source, Client & Team Member
I am trying to make a relationship between the referral sources who have many referral agents in different counties who refer us clients which are handled by our team members. We track the clients compliance documents in smartsheets. The team member has a set of compliance information we track as welll. They are associated…
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Free Webinar: Sharing Best Practices
Hello! We will be hosting a free webinar March 10th "Sharing Best Practices." Join us here to learn more about sharing in Smartsheet.
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Dashboard Sharing Process Stuck in Loop
I am trying to View Share a dashboard with a couple of people. I have tried inviting them through a notification email AND giving them a share link. Both options result in them having to request access. Then, I have to respond to their email request by clicking a 'Share Dashboard' button, then another 'Share' button in a…
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Collaborating within a report
We use reports to create custom views of a "master sheet", so several uses might be in reports that are referencing the same sheets. Is there a way to know that another user is in the same report? similar to when two people are in the same sheet, but for reports. My concern is that if two people are in the same report they…
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Embedded Dynamic Views in a Dashboard... errors...
Not sure if anyone else has similar experiences but I was trying to build a Dashboard with multiple Dynamic Views embedded into the Dashboard. Using the Web Content Widget, I copied and pasted my DV URL into the field but would continuously receive this error: Any help links within Smartsheet and all Google searches kept…
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Workspace sharing option that doesn't allow "Save As New..." to protect against IP theft
The "Save As New.." feature is great and I use it all the time to duplicate Workspaces and use sheets as the templates for new projects. However I am conscious that I share a lot of really good stuff with other people outside my organisation, and there's nothing to stop them from saving a copy and using it themselves -…
