-
Smartsheet Referral Program
Hi, Wanted to check if smartsheet has any referral program (where existing user introduces new users) ? If yes, how does the same work ? Have tried checking the app but unfortunately couldnt find any such information pertaining to referrals there. However there is a Smartsheet Referral Agreement available on web thus not…
-
Multiple project sheet schedules or only one?
OK Community, help me out here. I keep going back and forth (and forth and back) on this issue. I think the answer is "it depends" but I'm looking for feedback on more "what is depends on" sort of things so I can be confident I've chosen the right method for the current projects. Here's the situtation: I have multiple…
-
Smartsheet Dashboard Embed Power BI
The new dashboard feature for Smartsheet says we can embed power BI reports by publishing to web, but doing that in Power BI makes your report public to everyone. How can I embed while still mainting privacy as these reports have company information? There is a Power BI option that allows you to embed directly to…
-
Reaching for Specific Information Return
I am trying to use a set of sheets for material tracking from various suppliers without actually having to have my employees use several sheets to do it. I am wondering if there is a way/formula to look through a specific column for a supplier name, and in whichever row it finds said supplier it then outputs that entire…
-
Change in source dashboard template after copying a folder
After using Save as New to copy a folder from one workspace to another, I noticed that a dashboard template in the source folder seemed to have changed in that three recently updated widgets were now indicating "Missing source sheet". There is no indication that this source dashboard template or the related "missing source…
-
Generate list of recently updated sheets
I would like to have a quick readout of the five or ten most recently updated sheets from WorkspaceA or WorkspaceA --> Folder5 I can build a report that grabs all of the sheet rows by updated in the last 30 or 60 or 3000 days, but how can you get a list like: * FinanceSheetXYZ updated Yesterday by John Smith *…
-
USERS/COLLABORATORS
Why we have a Business plan with 100 users/collaborators and the system is asking me for more licenses when sharing a Workplace with few peoples. Our Business plan has 3 Licenses. account wj@toperbee.com
-
April 15th Smartsheet Service Event
Last weekend, we performed a datacenter fail-over exercise to validate our disaster recovery capabilities. As a result, today (Monday April 15th), some of our customers experienced application performance issues related to the core application, reporting, collaboration features, and workflow rules. Three of these issues…
-
Add New Contacts from Send Update Request
We have some Smartsheet users on our Enterprise plan who are able to add contacts when sending an update request. I am the owner of the sheet and I do not have the selection button to add a new contact as shown in screenshot labeled Capture 1. However, 3 users who are not licensed and only have Editor permissions have the…
-
Document review/approval tracking
Interested to hear if anyone has setup a process in Smartsheet to track document review and approval. SOWs and Cost sheets need to be reviewed and approved by multiple people prior to being reviewed by the customer. I'd like to embed this process into an existing customer tracking smartsheet if I can but am undecided on…
