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Transfer ownership of Smartsheet items
We created a workspace and made our client (from different organization) the owner, but there are still several sheets, reports and dashboards that are under our ownership. We are not a licensed user anymore. Is there any way for us to transfer ownership of all items to our client (without having to do it one by one for…
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Sharing with Organization
Is there a way to share a workspace (or any component) to an entire organization? We have some projects that are going global to potentially thousands of people. Sharing them individually or even adding them to a group is quite a chore. Thanks.
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how do I add a calendar view in a Dashboard?
Hello - I have searched the community and have found a "work-around", but it doesn't work. I am trying to show a calendar view of a clients project on a client dashboard. I only want them to be able to see it. I don't want them to have any any interaction, just see it as a reference. Is this possible? Thank you. Jef
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Editors Reordering Columns
Hello all, As I've read in Smartsheet Articles, the only roles that can change column layout are Owners and Admins. However, in one of our workspaces, we noticed an Editor changing the order of the columns in a Sheet. Are we missing something and is this expected behavior? If no, what can we do to fix this? We don't want…
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Lock Filter so "Assigned to" can not turn off
I am looking to lock down a filter on a shared task sheet so that the assigned can only see their task. The filter has been setup and and applied as a rule to the sheet, but it appears that the assigned can turn the filter off and see all other task in the sheet. I do not want this to be happen, how can it be stopped? I…
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Free Account Editors vs Paid Account Editors
I recently upgraded to a Pro account to help my husband with his business. In retrospect, it doesn't appear I needed a Pro account... I've created two sheets, one report, and one dashboard. I need him to be able to edit one sheet when there are updates to his deals. I was able to share the sheet with him, but he cannot…
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Joining the community
Hello! My name is Lesley and I first used SmartSheet about 6 years ago at a different company. I'm so glad that my current company sees benefits and invested in this powerful tool. My primary responsibilities include tech writing, instructional design, LMS admin, et al. Right now, I'm using SmartSheet to inventory current…
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NEW! “Is one of” filter for Work Insights
Hi Community! You can now select the "is one of" or "is not one of" condition in the Work Insights filter menu. When selected, the list of values available for the selected column will be shown so you can select the one you want. The list will include the values that are currently present in the sheet. Historical values…
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Change a form submission + approval needed
Hi all, I'm working on a build request is asking: use form to submit new project - DONE be able to revisit the prior form submission to change certain key fields the key change needs to be approved before data change is made on the sheet Can someone provide some ideas for step #2 ? some posts mentioned about Dynamic…