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Limiting what customers can and cannot see for projects
We use smartsheets to run our customer projects. The approach we have used to date is to create a workspace for each customer, with the necessary sheets - all from a template. This works really well, as the customers need to review and contribute to several of the sheets that we use, and the workspace sharing feature lets…
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Row Sharing
We use Smartsheet in our IT dept. for a few months now. 13 licensed people at this moment, especially to manage projects/tasks, in EMEA, China and US and we like to expand. Everyone was very enthusiastic in the first weeks, but the biggest problem is: row sharing. We work with external consultants a lot and we want them to…
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Embed an update request form on a dashboard?
Hi, I am using smartsheet to administer small grants and organise the adjudicators. The dashboard is great because I can include the adjudicating instructions in one widget so it's easy to refer to whilst judging. What I was wondering is if there is some way of embedding the update request form into a dashboard. I can send…
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Control Access to a report based on status in separate sheet
Hi everyone, I'm creating a training portal with a series of tasks for users to go through. I'd like to grant access to a specific report based on a user successfully completing two initial tasks. The first tasks are as follows: 1) Open a report to [a] check a box and [b] change a Harvey ball. 2) Fill out a form. Task 1…
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Deactivate User but retain data
When an employee leaves the company, we want to deactivate a User, but retain their data on our sheets (for history reference). If we choose "Remove User Sharing Access", will this simply remove their ability to log into our Smartsheet account? The Status remains "Active" for this employee. Is there a way to change it to…
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Dashboard Viewing - Send as PDF
There are options to send sheets and reports on a recurring basis, but there is currently NO way to send a Dashboard as an email attachment on a recurring basis. The dashboard link is difficult to view on an ipad or mobile device. We would love to see the option to send a dashboard as a pdf or png attachment to an email on…
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Sending Alert Text Messages
Hi, I was wondering if there is a way to send alerts to my collaborators as text messages? Not sure if there is the capability to do this, and if not I would like to request it. Recieving a new email for every update can get to be too much. But I need the ability to highlight what has been changed on a sheet. Perhaps you…
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User Group Sheet vs. Workspace Sharing
I have a Workspace that has 1 sheet in it. First: From the sheet I shared the sheet to several individuals and 3 user groups. All received 'Edit - Can Share' permissions. The individuals can access the sheet while those in the user group cannot. Second: From the Workspace I shared the entire Workspace to the 3 user groups…
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Dashboard and interaction help
Hi, i have created a workspace which has some reports and other sheets on, this is all rolled up into a dashboard. I have shared the workspace with colleagues, however when they click on a report it brings back a blank report with no data. Any advice please, i am sure i am doing something basic wrong. Appreciated as always…
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Can I go back and edit a recurring e-mail and how?
I set up a recurring e-mail two weeks ago from a report and need to make some changes to who it goes to and the message it includes. How can I do this? Or can I even do it? I can't find anythig on Smartsheet showing me. Thanks
