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Microsoft Dynamics D365 Finance and Operations
There is only a connector for Microsoft Dynamics D365 but our company uses the Finance and Operations Dashboard for Microsoft D365. It will only pull information from CRM and there's no connector for the Finance and Operations information that we track. We have to manually enter that data currently because the connector…
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Share Dynamic View to a Group
I need to share dynamic view to 2000 nurses so they can see and update their credentials documentation. When they access DV I want them to see only the row associated with their name. If I have a group called 'Nurses' and put the name of the group in the group share box, will the individual nurse still only see their own…
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Call out @ someone in comments, NOT have to share to sheet with them
As we all know you can Request an update with someone that is not shared to a sheet. We would like to Call someone out in the conversation so the person gets the email notification and can replay without getting full access to the sheet. This will keep all conversations in Smartsheet and it is much faster to collaborate…
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Business Plan 'Collaborator' editing sheet owned by Pro plan
Hello, we just signed up for the business plan with 3 licenses. We work on shared sheets with other organizations that use Pro licensing. My understanding is that a Pro user from another company (external account) will not be able to edit sheets we share with them. Pro users can only collaborate with other users on their…
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Editing outside of pro plan
I am confused as to why a user is restricted to editing on a pro plan ONLY when they have a license on the same plan. This seems counter-productive and restricts someone to only collaborating with one entity. For example, I want to grant access to edit within my sheet to another user who is part of an organization with…
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Large Dropdown List Search
Hello- This would be great- a way for Smartsheet to search all words and numbers in the drop down list, not just the beginning of each option. For example, I have a very long list of hospitals that start with the site number followed by the site name: 301 ABC Hospital. This isn't convenient at all if the person (most…
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Sum of column values that come from function formula
I have created a formulation of a drop down with prices associated with each selection that population on a different column: =IF([Repairs Needed]@row = "Tuck Point", "125", IF([Repairs Needed]@row = "Tuck Point Panel", "450", IF([Repairs Needed]@row = "Tuck Point Column", "150", IF([Repairs Needed]@row = "Tuck Point Major…
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Let folders be folders!
Let at least JPEG/PDF files be uploaded to a folder without a sheet. It is assanin to have to create a sheet to add an attachment that you have to REDOWNLOAD in order to use/export. Why not just allow a folder to have a normal folder use and upload images if I can't even export the attachments off the sheet without having…
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Dashboard Graphs with many columns/Bars
Is there a way to have a select all or a drop down menu in the legend to allow for just 1 item to be seen in the graphs. I know currently you can click individually on each one to turn them off however it can take quite a bit of time when there are 15+ datasets. I have been looking through all of the widget settings but…
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Can Smartsheets talk to each other?
I am new to Smartsheet. It seems super user-friendly, and I love that, but I don't have any previous experience with the software. I belong to a team of administrators who oversees the progression of an Apprenticeship Program within our organization. The process is lengthy, time specific, date sensitive, and very fluid.…
