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“File Creation Restriction”
Hello There , before smartsheet switched to the new license type, the users to whom I gave editing permissions could not share the page unless I granted them permission. In addition, users did not have the ability to create pages. This way, as the admin, I was aware of all the pages created in the company and could…
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Created "Shared Groups" for use in Dynamic View
Hello all! My team is beginning to work with the Dynamic View add-on, and we have no experience with it yet. I've been trying to research but can't find too much on the below… When you go to the sharing tab, there is a dropdown feature for "shared groups". The dropdown has a variety of options already, but we are wanting…
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PTO/Absence tracker - how to deal with recurring events
I am creating a PTO/Absence tracker for our service technicians team. I have 2 separate input forms. - one to record/request PTO filled out by the service technicians themselves - another for Supervisors to book a service technician to a client site for a dedicated amount of time, - i.e., every MON for the next 3 weeks -…
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Workaround for Slack integration if Notification Control is Restricted
Hi, We just established a governance when we migrated to USM. One of the new controls is restricting the notifications to users under our account and users shared to the asset. Before we set the control, notifications were unrestricted AND we allowed users to collaborate between the Slack application. Is there a workaround…
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Nested Sharing Modal now generally available!
October 10, 2025 Introducing our new nested sharing modal with a more intuitive and streamlined sharing experience. This will make it easier for our users to control access to their documents, invite collaborators, and manage sharing settings more efficiently. Specifically for managing collaborators, admins can sort and…
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Dynamic View - user access list
In smartsheet admin centre → User Roles & Reports → More Actions there is the option to run a sheet access report that tells you everyone shared to a sheet. How do I achieve the same in dynamic view as I want to know every dynamic view a user is shared to (due to change of email etc.) So far I haven't found any way of…
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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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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?
https://us.v-cdn.net/6031209/uploads/9SX9INL2K24P/what-i-need-from-smartsheet.docx 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: https://community.smartsheet.com/discussion/92633/folder-level-permissions 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…