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Allow sending multiple rows from a Report (without redirecting to the source sheet)
Currently, when working with Reports in Smartsheet, it is not possible to send multiple selected rows if they come from different source sheets. Also, when sending rows, the recipient is redirected to the original sheet instead of seeing the content directly. It would be very useful to: Select and send multiple rows…
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Transferring files from Terminated "Provisional Members"
How do you transfer Smartsheet files belonging to Terminated "Provisional Members"? There are not the same options as for PAID Member users.
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How to Share Single Workspace Folder?
I have a workspace that I created with two subfolders. A user needs to have access to only one of them but when I have that folder selected, I can only share the entire workspace with them. Is there a secret way that I can share the parent folder and ensure that any new files created will be shared with the same people? I…
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How do External Users return when re-shared and previously downgraded to Guest
Recent updates of USM articles state "Once downgraded to Viewer (or Guest), they can only be upgraded to Member manually by a System Admin." They also mention if a user is removed/access revoked, they can be re-shared using the same email. We have a policy that ALL external provisional members are downgraded to Guests at…
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Is it possible to create a Template and share it to other users?
Hi, I have the following dilemma- I have created a really good PMO system within smartsheets using different sheets & dashboards, I would love to roll this out to other users within my organisation to utilise it as a template My question is, is this possible and if so how do I do it? For context I am a consultant and we…
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Asset Sharing should default to View, not Edit
Since the license model has changed, the option to Share should default to VIEW, not EDIT. The View option allows less-experienced users to share that way by default, and share as Edit only when needed. This allows for less cleanup during true-up. This also prevents users from adding provisional licenses unknowingly.
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Single Intake Form - Share with multiple external partners
Hi - hoping you guys can help point me in the right direction. We have a dashboard currently in place, but it isn't the most functional so I want to see what other options there are. We have a single intake form for multiple external partners. All feed into 1 sheet which lives in an internal only intake-focused workspace.…
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Pop-Up Window Asking to Confirm before Sharing Workspace
Hello, As an enhanced security feature, I would like to recommend that a pop-up window appear asking the user to confirm before sharing an entire workspace (vs. a single sheet) which could contain sensitive or restricted details. Best, Cassie
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How do I have tiered authorizations?
As noted in the attachment, what I am looking for is a system of sign-offs where each person can sign off on a document and then it automatically fowards to the next person in line OR if the have changes, it gets sent back to me.
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API Issue with list_sheets
I script in python. I need to explain some things about how we use Smartsheet. We have a master sheet that has all of our current orders on it. We have around 200 projects, and each project has its own project sheet. When an order is placed via update request, a daily script picks up the info and creates the order on the…
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Suggested sharing contacts now available!
July, 28, 2025 We're enhancing the sharing experience to make it more personalized and efficient. Now, when you share a Smartsheet item or workspace, the sharing modal will suggest contacts you frequently collaborate with, allowing you to quickly select and share with users directly from the suggestions or by adding their…
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Connect Xero Reconciled Bank Account Balance
Hi, I am completely new to Smartsheets and I have an issue with regards to integrations with other software. I basically want to connect the reconciled bank balance from Xero to a 12 month cash flow I am developing in Smartsheets. I am currently unsure which trigger via Zapier to pick and was wondering if anyone knew or…
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Help Article updates July 2025
Hello Community, We’ve published the following new content. New videos on these topics: Smartsheet Permissions and Sharing in Sharing permission levels and tasks How to create a Sheet Summary Report in Create a sheet summary report How to create a Row Report in Build a row report And these new best practices: DataTable…
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Sheet Timeout & Performance Issues – Identical Copy Works Fine, Original Doesn’t
Hi everyone, I’m currently working with a Smartsheet that includes: ~30 conditional formatting rules ~1700 rows Multiple columns with INDEX/MATCH formulas Numerous columns with regular @cell formulas Numerous columns with various types of data Two Data Shuttle workflows that update dropdown values in two columns Multiple…
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Post Collection Release - Still Need Folder-Level Permissions
I would like to reopen the discussion on this topic: Even though Collections sortof work, it adds extra complexity, extra time and extra work. Being able to share a folder as opposed to having the all or nearly nothing approach be preferred. I am currently having to create 3 collections for every single folder within our…
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Users Removed from a Smartsheet Account but in a Company Created Distribution Lists Shared to Assets
I know Distribution Lists (DL) are discouraged and we continue to try to prevent users from using them, but there is no way to best manage this. We are currently on the legacy subscription plan but preparing to convert to USM so cleaning up our user lists REMOVING inactive and termed employees through the Admin Center:…
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How Can I AutoAdd my SysAdmin user Group to Every Newly Created Workspace?
I have a set of templates pulled together that will be used for every new Workspace going forward. I also want to ensure that my SysAdmin Group is always assigned viewer access by default. I added my SysAdmin Group to the template workspace as viewers. I did a "Save New" and selected the Sharing Options checkbox "Sharing"…
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External Report Sharing
Has there been an update, or is there a simple workaround for sharing a report to external users without sharing the source sheet?
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I'm so happy with this landowner contact log system I designed in Smartsheet
Managing landowner communication used to be one of the most time-consuming and fragmented processes at our company. We relied on Word documents buried in server folders. Logging and reviewing landowner details was slow, only one person could edit at a time, and getting a full picture of a project meant manually opening…
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Looking for Template Ideas: Grant Scoring Workflow with Reviewer Restrictions
Hi Smartsheet Community, We’re working on a grant application scoring process and looking for advice on templates or structure that could help streamline our setup. Here’s what we’re working with: Total applications: ~50 Reviewers: 6 in total Each application: Reviewed by only 3 assigned reviewers Scoring: 8 scoring…