Smartsheet Support Documentation does not have a way to duplicate, copy, or export a group in admin.smartsheet.com/manage/groups There is, however, a workaround that doesn't appear to be posted anywhere so I'm sharing it here: Open the group in the group list at admin.smartsheet.com/manage/groups Select "View Group" Select…
Hi Guys, Created a basic script to download all PDFs from a sheet. Use case: I use Document Builder to create documents from field inspections. However, we need to store these in sharepoint for redundancy. This script basically pulls all "PDFs" so you can then migrate them where you need to. I don't want to pay an…
I was trying to use the Scheduling: Create Workflow Schedule module in Bridge to set up a 60-minute timer that would alert our team if another workflow didn’t complete within that window. I was struggling with how to pass and access state values between the workflows. After working with a Pro Desk support agent, we figured…
Today a team member accidentally changed several rows by either deleting the data or the row itself. Do I download a snapshot of each one to restore? Some of them didn't seem to be too helpful. What is the protocol for restoring this information? I've only done this before with the help of a representative and it was…
Hello, I've been asked to develop an auditing tool for users in the field that must be user friendly on a mobile device. I thought Control Center and WorkApps would be the perfect solution. Users can access a user friendly intake form from WorkApps and then the audit would be auto-provisioned into the WorkApps project…
While it is possible to audit individual folders for a user's activity it is not possible to audit a user's activity across a workspace. As a result when investigating a data subject request or understanding a user's activity if they were provided access beyond their requirements, this requires an audit of every individual…
I've tried this a few different ways and keep hitting a bit of a wall. Has anyone created a Monthly Check In for Safety for multiple Sites of a business? The idea would be every month someone at one of the sites can submit this 'audit' and we'd track that it has been done each month. The 'checks' at each site would be the…
I know I can view who marked a check box through view cell history but I'm looking for a way to display the person who marked an "approved" or "Done" check box without all the extra clicks; I need a visible export format as an audit trail. I can't rely on the "modified by" field because we have users that go in after an…
There have been many requests for a more robust Data Backup/offload system because the existing system is inadequate. Smartsheet is simply not a viable option for data management in regulated spaces until: 1. Backups are more easily automated (Can't you just make a Data Shuttle checkbox to prevent replacement of previous…
Is there some way to prevent the deletion of a comment or restrict it to admins only? I am using the comments as sort of an audit log, so I want to preserve all entries...
I use the summary sheet extensively for allowing project managers to provide high level summary reports on their projects. My c-suit would like to be able to see status report history. In absence of printing out PDFs each reporting cycle it would be great if Smartsheet could maintain an audit trail around changes to…
I am searching for a method to record the user currently logged in when a specific change occurs in a field. For example, when the value in 'status' field is updated to 'Reviewed,' I have a need to capture the user responsible for that change in 'Reviewed By' field. The system provided 'Modified by' field is not reliable…
We created an elaborate internal audit system (audit questions, responses, risk assessment, corrective action, etc. in one sheet template) consisting of several automations, metrics sheets, reports, dashboards, etc. and would like to move everything into Control Center. Has anyone used CC for anything other than Project…
It would be helpful if the sheet access report identified the users in the sharing list as a licensed, unlicensed, or Other (Smartsheet Contact). This would assist with auditing the use of our objects and terminating access when people leave or should no longer have access. Currently, this can be accomplished by "joining"…
To those in the know, I've been made aware a couple of dashboards and reports has been shared to an external contact over time. I'm trying to identify all the resources they have access too, so I can consolidate and streamline the reporting. Short of asking the external contact to do a screenshot of their personal…
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