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Dynamic View Communication Use Case – Seeking Guidance on Stakeholder Tagging and Email Reply Integr
Hi Smartsheet Community, We’re currently using Dynamic View to streamline stakeholder communications and project visibility, but we’re running into some limitations and hoping for expert feedback or possible workarounds. Use Case: We want to keep external stakeholders informed about their specific projects or tasks without…
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Dynamic SmartSheet Dashboards
There is a need for dynamic smartsheet dashboards; the ability to expand/contract sections and slice information by various and multiple fields.
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Resource Management - Dynamic Report workaround
We are looking for a possible workaround to dynamic reporting , and were suggested resource management as a possible solution/ Has anyone used resource management as a replacement for a dynamic reporting. I am interested to hear of any possible workarounds that would save us some dynamic reports. From what I understand we…
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Chart widget with AI - Static or Dynamic?
Curious if anyone has had luck with creating charts using AI and adding them to their dashboard and the chart updates when refreshed with data changes in their sheets?
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Is it possible to build a system where a single form submission can dynamically create many tasks?
Typically, one submission of a form results in one row on the sheet the form belogs to. Is there a way to have one submission resulting in multiple rows (6-8) that assign work to different team members? Our customers purchase multiple ad products on a single insertion order. Ideally, Sales would complete one form, select…
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Dashboard - How to Add Dynamic Editable Text on Dashboards
Hi, I am working on creating a Dashboard where the Project Manager (PM) can input their Project Summary, which will then be displayed on their Dashboard. I understand that I can create a Metric Widget, connect it to a specific sheet, and point it to a particular cell. However, I need to ensure that this setup remains…
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Updating Dynamic Reports - Control Center
Hi - hoping someone has a suggestion. We are using Smartsheet Control Center and just started playing with Dynamic Reports. Our process updates the Dynamic Reports each time a new one is created; however, we want the ability to control what items are shown on the report based on a status that we can set. I understand we…
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Dynamically choose column to sum/countif from a wider range?
I am working on some budget tracking. I have a source sheet with each expense account and how much is budgeted for each month (Jan-Dec) and it goes back years. I want to display the info on a graph that show Jan-Dec and the sum of all expense account budgeted amounts in each cell. Right now in my metric sheet I have the…
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Control Center-Generated Report Issue
Hi - curious if anyone else has ever come across this - not sure if it's an issue or if it's something in the configuration that I am doing wrong. We have a control center solution that uses Dynamic Report scope to add the reports for newly provisioned items into a blueprint-level summary report. We have them grouped by…
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Dynamic drop downs- possible in smartsheets?
My boss recently challenged me to see if I could add some logic to our project plan smartsheet templates where if a user entered in an Assigned To column can dynamically narrow the values available in a Role column to show only the roles the person selected in the Assigned To column is eligible for. For example, let's say…
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Column level permissions
Since there aren't column level permissions, I tried Dynamic view, which would work great if we could utilize proofing with Dynamic View, which is not possible. I have columns a specific group of users should NOT be able to edit on my sheet. However , I utilize proofs. Does anyone have a creative solution to not allow the…
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Dynamic scope report in Control Center not pulling the files
Dear All, I am struggling to figure out why a dynami report I set up in Control Center doesnt pull in the files. It is stubborn to keep only 1 file, instead of the 30 I think it should. Is there a setting in CC that I missed? I followed the instructions. First I created a report in a designated workspace, added it to the…
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Sum cells based on multiple criteria with a timeframe requirement
I am working on trying to sum the time I spend across all my projects and want to sum different columns but only when they meet different criteria. Every formula I work through doesn't seems to work. I want to sum the Duration of Meeting IF the start date of a subject is within 5 days of the date in the green box that I…
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Dynamic Dropdown List on Form
I'm working on creating a form for travel document submission. They have to submit travel documents by specific trip number. I want to make the drop down list for trip numbers dependent on the division the select. ie They select Division A, they only get a list of trip numbers for Division A. Additionally I want to limit…
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Dynamic Column Reference
Hi! Lets say I have a basic formula like this in a "budget" column: =SUM([Week 1]@row:[Week 10]@row) And I also have a cell in a helper column that includes this formula: =WEEKNUMBER(TODAY()) Is there a way of [Week 10] changing to [Week X] based on the number in the week number cell? I have a column for every week of the…
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Dynamic Formula
Hi! I'm using smartsheets to manage my business's projects and I have an automation that triggers when my PO checkbox is ticked, so that it copies the project over to a separate client sheet. Necessary so that I can keep all of my projects for Client A, B, C etc separate, for some specific calculations I need. (Mainly…
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Dynamic Forms (PDF Generator & Sizing)
It would be absolutely incredible if you could have a form that you also map to a PDF builder which dynamically resizes the answer boxes based on the length of answer on the form. At present you have to make the dummy PDF and resize answer boxes to be the max possible length, else the text overflows etc. - which is not…