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Saving rich sheet as a template for new clients
I have rich workspace with multiple sheets, links, formulas, forms, reports and workflow and sample data. I want to be able to save and restore the package for new clients in their own workspaces. How can this be done? I note that Request Backup and Export does not provide this functionality.
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Merged: Sharing through Control Center
This discussion has been merged.
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Some team members can't assign others
We've recently started a new ticketing system on my team using Smartsheet. Overall it's going well, except for some reason, some of my team members are unable to assign tickets to others. The names don't show up when they start to type it in. I've checked, and they have the same access as everyone else. What could be…
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Tracking automations
I have project with automations sending emails based on specific criteria in the row. These automations are sent via email with a form to acknowledge receipt of the automated email. It would be fantastic if there was a way to track/ensure the email was sent without the need to send a copy of the automated email to my inbox.
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Guest User with Admin access can't edit the sheet
I submitted a ticket, but thought I would ask here. I am having an issue with sheets that I own (our org is on a Business plan). For the last two years, we have been using the sheets without an issue - our admin and many Editors (all shown as Guest since they are outside of our organization) were able to edit the sheets…
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Sharing - Publish Files
I would love the ability to publish files so that they can be shared in forms (since you cannot embed photos in forms). I'd also love the ability to embed photos in forms.
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Admin Access
I'm one of two Admins for Smartsheet for the city government. We're very guarded when handing out licenses and have guidelines for Workspace creation. One of those guidelines is that they have to add both Admins to their workspaces (w/admin permissions) so that when they run into problems, we can easily help. We still get…
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Select which columns to copy or move from one sheet to another
As part of the automation it is possible to copy or move a row from a source sheet to a destinatio0n sheet. At this point all columns are copied/moved, and if a column do not exist it will be created in the source sheet. The request for this improvement, is to allow the admin or owner of a sheet to select which columns…
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Uploads that work if you close the app
I need photo uploads on mobile to be more robust. This is a combination of background persistent upload, upload retry, upload queue, and deferred upload. I am trying to get users to submit photos to specific lines in a sheet so that I can track and verify which tasks are completed. If they attempt an upload and their…
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How To Share Dynamic View With Assigned Users
Hi All, I'm fairly new to SmartSheet and I'm hoping to ask how one can share a dynamic view please. Unfortunately I couldn't gain much insight based on my issue from the prior related discussions. Question: How can one properly set up a dynamic view in order to share that view to assigned users. And I'll aim to provide as…