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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…
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Adding information to templates
I am trying to work out the best way to do this. I have an evolving list of products (hundreds and hundreds) that can be ordered, and 29 people (only - this is set) who can order them for a Bulk Buy once a year. My current plan, was to create a Template, then have a sheet for each person. This way I can request them to…
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Having dates change by being linked to previous dates
Hello all, Ive looked and cant find this one ( or i didnt type the right thing in search ). I have several deployemnet dates set. Im wondering if I can have all dates change if I change one above them, EXAMPLE: On 03/14/17 I have a deployment scheduled. On 03/21/17 I have a deployment scheduled. On 03/27/17 I have a…
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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…
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Update Request
We are using update requests, but when we select multiple lines, how does that person know which project is which. We have project numbers as our main column, but when I send an update request, with multiple projects, it doesn't show them which project is which. They can click through the three projects, but it doesn't…
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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…
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Feature Request - Mobile - Send Rows via E-mail (or Send Update)
I was wondering if there is something in the pipeline already for adding the Send or Send Update Request via the mobile app. This would help with our mobile team for providing or asking for updates from colleagues. Or if someone is already aware of a way of doing it. Thanks
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Update requests not updating
Hi, Please can somebody help me with what seems like an easy process of requesting an update, but is not working. I have done selected the rows and cells that I require updated and sent them to an external stakeholder as per the documentation and videos. The first attempt did not actually update the Smartsheet, I had to…
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Add the Row() Function
Please add the Row() Function. Not having that has been a huge headache for me over the last few weeks. Reason: It would probably be easier than adding vlookup, and If I can reference the row number, I can tell something to always post at the top of the page which means I can have summary math on the same page as my…
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Column Copying
Hi, I have a need to add columns to all of my active project Smartsheets and then I need to create a webform on each of these sheets. Based on other posts I've seen, I cannot copy these columns from one Smartsheet to another so I need to manually add them, correct? Also, there is no way I can copy a webform from one sheet…
