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Merged: Add option to share Folders directly with users
This discussion has been merged.
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Single Intake Form - Share with multiple external partners
Hi - hoping you guys can help point me in the right direction. We have a dashboard currently in place, but it isn't the most functional so I want to see what other options there are. We have a single intake form for multiple external partners. All feed into 1 sheet which lives in an internal only intake-focused workspace.…
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"Shared To Me" items in a folder/workspace outside of general "Sheets" folder
Let us have a specific folder/workspace "Shared to me" where all items shared individually to us sit nicely together and not in between all the stuff in "Sheets". Somtimes unsers having access to workspaces with one version of a sheet and having another version in their "Sheets" folder mix it all up.
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Pop-Up Window Asking to Confirm before Sharing Workspace
Hello, As an enhanced security feature, I would like to recommend that a pop-up window appear asking the user to confirm before sharing an entire workspace (vs. a single sheet) which could contain sensitive or restricted details. Best, Cassie
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How do I have tiered authorizations?
https://us.v-cdn.net/6031209/uploads/9SX9INL2K24P/what-i-need-from-smartsheet.docx As noted in the attachment, what I am looking for is a system of sign-offs where each person can sign off on a document and then it automatically fowards to the next person in line OR if the have changes, it gets sent back to me.
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API Issue with list_sheets
I script in python. I need to explain some things about how we use Smartsheet. We have a master sheet that has all of our current orders on it. We have around 200 projects, and each project has its own project sheet. When an order is placed via update request, a daily script picks up the info and creates the order on the…
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External Report Sharing
Has there been an update, or is there a simple workaround for sharing a report to external users without sharing the source sheet?
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Auto sort
Checking if there's been any movement on having the sheets sort by data in a column as I see it's been requested since at least 2016. We have sheets that are sorted by a date that could be 2 days from the day entered or 12 months from the day entered. We also have a filter to hide past dates. Data is being entered via form…
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Connect Xero Reconciled Bank Account Balance
Hi, I am completely new to Smartsheets and I have an issue with regards to integrations with other software. I basically want to connect the reconciled bank balance from Xero to a 12 month cash flow I am developing in Smartsheets. I am currently unsure which trigger via Zapier to pick and was wondering if anyone knew or…