-
Sharing Rows for Editing/Workflows
Hi all, I have a smartsheet which is an 'adverse events register'. When a form is filled out, the person will tick if this adverse event is a 'security', 'estates' or 'health and safety' event. Both the H&S and the Estates teams have smartsheet licenses, and have access to all of the information in the whole sheet. The…
-
Shared sheet to user as Editor, he cannot edit
I'm on the Pro plan, small company. I have a project tracking sheet used by people inside my org, all with licenses, all able to edit the sheet. The sheet is shared to fewer than 10 people. I have added a user to the sheet as Editor, he is outside my org, and on a free plan. He cannot edit the sheet. On his home screen,…
-
Sheet Access via API
I've looked through all of the documentation for the API but have been unable to find out if there was a way to see Collaborators and Permissions for each sheet. I had seen previous posts of people asking for this and had it recommended as a future feature. Is there an update on this? Was this done and I'm just missing the…
-
Pop-Up Alert to Share Sheet When Assignee is Not Already Shared to Sheet
Anyone aware of a feature that stopped working this past month where a pop-up message would appear to overlay on top of your Smartsheet project when you go to assign a task to someone who is not already shared to the sheet? This stopped working recently, but I don't have a screenshot anywhere to show Smartsheet what this…
-
Arrange meetings from within SmartSheet
Hello, Is it possible to arrange a meeting from within SmartSheet - instead of using Outlook. That way one could send a meeting invitation where the SmartSheet document would be an attachment similar to Outlook process. Thanks, Sigurdur
-
Is it possible to set up a recurring update request that keeps sending until all cells are updated
Hello, I've set up a sustainability tracker for a team at my organisation and they are hoping to limit who access to it, whilst still wanting input from certain collaborators. My idea to achieve this would be using an automated workflow - namely an update request. I'm wondering if it is possible to set up the update…
-
How can I remove direct access to a Sheet, but still allow editing via Report?
TL:DR We are looking for a way to change/break the url to an existing Sheet (340+ columns) without breaking the connection to hundreds of Reports, thus preventing direct access to a Sheet people already have the secure link to, while still allowing view/edit access to the data via Reports. We've considered some options…
-
How do I share a Dynamic View
I must be missing something very obvious. I've created a Dynamic View of a schedule that is filtered based on a column that contains contacts. I assigned a contact, that didn't automatically alert the person assigned. In the sharing tab of DV I added their email. That didn't alert them. I read in several places in the…
-
Lock a row (preventing editing) while row is open
Hi there, we have a scheduling Smartsheet that we're having some troubles with. Users are booking appointments in the below view, but since the row isn't locked out while this is happening, we're ending up with double-booking because two users overlap using the row. We have multiple people in the sheet, so if two people…
-
Is there a way to limit what others can view in a shared sheet while still allowing them edit access
I'd like to be able to share a filtered view with clients that only shows tasks assigned to them. I've been able to set up a saved filter and default view, but clients are able to turn the filter off which then allows them access to ALL tasks. Is it possible to limit what they're able to view while still allowing them edit…
