-
Hide Column in Template
Hello, I have a sheet that I would like to convert to a template. I would like to hide several columns as they will auto calculate once a box (in another column) is checked and they are therefore unnecessary for the end user to see. Is it possible to keep a column hidden once it is converted to a template? Thank you!
-
Limit View within a Sheet (using Web Forms)
Hello, New to Smartsheet. We would like to utilize a web form to allow customers to place orders/requests whereby the web form would populate the smartsheet for ONLY OUR INTERNAL visibilty/tracking of all requests combined. Currently, when I test this I am brought back into the sheet where I can see ALL requests. Does…
-
interconnecting several sheets (to manage employee action items)
Is it possible to share 2 or more interconnected sheets such that there is a parent sheet and multiple child sheets and the parent rolls up the info on the child sheets, allowing any changes on either the parent or child shows up for the other users? The key is that this needs to be bi-directional like normal smartsheet…
-
Recurring BackUp for Workspaces
Hiya, Is there an option to set a recurring backup for Workspaces. Due to a large number of 'loose' sheets I am creating workspaces, however I now have to click on each individual sheet to request a backup. Is this something that can be resolved, or looked into as this is far too time consuming - the recurring backup…
-
Creating a Workspace with already shared sheets
Hello everyone, So I would like to know wether I need to share a workspace that I have created with sheets that haave already been shared. I have shared 2 x Inventory lists with the team (we are a small team so that was simple) however now that I have over 20sheets in my list I am creating workspaces to better collate…
-
Transfer of account
Hi all. I have a client whom I am configuring some sheets for. They would like me to invoice them for the configuration/consulting service AND the Smartsheet licence. They dont have access to a company credit card for the in-app upgrade so wish to just pay me to buy the licence for them. I know that we can change…
-
Shared To Me and grouping sheets/workspaces
Right now I have about two dozen sheets shared to me. That number is about to significantly increase... because the people that are sharing the sheets with me work on different projects, is there a way to "view" or "group" my shared sheets other than by clicking on the Location or Owner header to sort? Say, one group for a…
-
How to insert a disclaimer in the header
Our Smartsheets are already branded and using our logo in the top right corner. Our Legal Dept wants a visible disclaimer to be shown on each sheet that users cannot share any information on the sheet outside the company. I tried to put the disclaimer in the logo area, but you can't read it. What is the best way to show a…
-
Setting Up sheets to run multiple businesses
Hi I have 3 businesses that demand different work flows and I am having trouble getting my head around the best practice for how I should set up these sheets. Should I use one sheet to manage contact information for the 3 businesses and what is the best practice to link contacts to Quotes or jobs on other sheets ? Comon…
-
Question about sharing sheets in a workspace
Is it possible to share just one sheet in a workspace, rather than sharing the entire workspace? I have a sheet in a workspace that I need to share with a collegue but I dont want to give them access to all the sheets in the workspace. Thanks!
