-
Granting full Admin Permissions
I have taken on a new role in my organization and will be managing much of our content and data on our Smartsheets--which has already been in place and established with content prior to my arrival. I am finding myself very limited to what I can edit and share with already existing sheets (even though I have been made…
-
Data quality issue: List tasks assigned to 'unregistered' users
I want to resolve two issues; prevent people from exacerbating the existing issue and rectifying the legacy DQ issue 1) How do i prevent users assigning tasks to people who are not registered in Smartsheet? Is there a way of forcing them to select from the drop down list? 2) Whats the best way to audit all tasks assigned…
-
AUTOMATIC Weekly Reminders
I've created a Meeting Agenda sheet that will be used during our weekly meetings. I'd like everyone shared to that sheet to receive a weekly reminder. How can I set this up to automatically send out?
-
Smartsheets for medical practices
Does anyone know if smartsheets solutions can be used to manage medical projects? This would include documenting information that would flow via api into an existing enterprise system.
-
Restricting access to PII (Personally Identifiable Information) data
I am getting questions about the safeguards in place for PII (personally identifiable information such as names, phone #s, addresses, etc) and wanted to hear how other customers have handled. Where we are seeing leaks is in the alerts, update requests, and send row feature. These features send the entire contents of the…
-
Scheduling an Update Reminder like an Alert
This is a test sheet (screenshot attached). I am trying to set up a method to where an Update Request is automatically emailed to the sales rep 3 days after the trigger date (Bid Date). This functionality is in the Alert Module, but in the Update Request you have to manually set a date each and every time; keep in mind I…
-
When Sharing, Message Loses Paragraph Breaks
When we send a message to users while sharing a sheet, the email used to display the carriage returns and paragraph breaks. Now, it lumps the sentences together and they look like run-on ideas. See screenshot. Is there something I'm missing?
-
Shared reports are blank
Hello, After performing a search I ran across many others users running into shared reports showing up as blank pages. I tried the solution I ran across and assured that the user also had access to the sheet the report was made from. And still I am seeing a blank report. Was this ever corrected in early/mid 2016? I am…
-
Setting conditions for RYG balls
I would like to have the RYG balls automatically adjust based on another status column. For instance, if my outside sales people set the status of a row from bidding to the following: Status "Lost" = RED Status "Postponed" or "Unknown" = YELLOW Status "Won" or "Obtained" or "Negotiating" = GREEN Status "Bidding" =Will…
-
Using Zapier to Move Attachments and Comments
Is there any way to have Zapier move an entire Sheet's contents? I am trying to automatically move selected contents of a row that contains confidential information to another sheet that can be viewed by a user who I don't want to access that confidential information. But I also want them to be able to comment on the…
