作为Admin用户动态视图,用户更改日志
I'm prototyping using Dynamic View as a way for users in our business (all with Smartsheet Accounts) to access outstanding IT requests. Currently while testing I'm sharing only with users in our testing team. For both of these users, when they go to Dynamic View and change something about their request (for now they are locked down to adding Comments or Attachments, not changing the request itself) the change logs as the Admin User account (me) on behalf of them rather than showing them making the actual change. In the case of Attachments, it actually won't reference them making the change at all. Is there a way to change this and log the other user as making the change? I'm concerned it will be very difficult to keep up with change this way.
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Michael Weiland Employee
Hello,
Thanks for reaching out with your question! Currently Dynamic View can only attribute changes made in the application to the person who set up the view, which is you it sounds like in this case. There are plans to make this change, but there is some additional work that must be done, as it is possible that people viewing the information and making changes in Dynamic View won't have access to the underlying sheet, so work must be done to build a system that will allow changes to be made by people who aren't technically shared to the sheet.
One workaround you can use is to create a "Submitted By" contact column in the sheet. You can then make this field hidden in Dynamic View and set the default value to Current User. This way it will capture the email of the person submitting. You can then set up notifications to alert you when a row is added, and the Submitted column is not you (you can of course craft the notification rule as you see fit).
If you have any further questions, please contact our Support team using the following form and we are happy to help:https://help.smartsheet.com/contact.
Kind regards,
Michael
Smartsheet Support
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I'll answer what I can and shout out to @Brian_Richardson<\/a> for back up. <\/p>
#3 -I don't have any experience with Control Center, so sorry, I can't answer those questions<\/p>
-Capturing Approver Names in approval workflows<\/p>
-Translating Employee Ideas from their native tongue to English<\/p>
-Checking FedEx Tracking Status on a sheet's worth of shipments<\/p>
Kelly<\/p>"},{"commentID":373322,"body":"
Hey @Julie Fortney<\/a> !<\/p>
- In general you cannot update reports with bridge or the API, you can only get report information and details. So unless you are able to come up with a different solution you may be out of luck. Although, if this is a control center program, you may be able to use \"Dynamic Reports\" which adds new sheets to reports every time a project is provisioned (and removes as projects are archived). <\/li>
- Maybe using JavaScript in bridge would help, hard to say. <\/li>
- Unfortunately not.. You can not programmatically retrieve a form link (Big functionality gap in my opinion). We have begged Smartsheet to dynamically update forms with control center. Also you can not update the contents of widgets in dashboards with bridge or the api.<\/li>
- You could definitely set up a solution to achieve this. It would involve using a summary sheet in your blueprint where the link to your template sheets is profile data on your summary sheet. From there you can get the sheet id for each project in bridge, loop through them and make updates.<\/li><\/ol>"},{"commentID":373373,"body":"
@Kelly Moore<\/a> thanks for the shout out :-) but I'm not sure I can help more than what's already been posted. <\/p>
There's a fair amount of Smartsheet API methods that are prebuilt into Bridge, but not all of them. So if you're looking at the Bridge documentation for Smartsheet<\/a> integrations and not finding what you need, you can also look at the Smartsheet API documentation<\/a> to see if there's something there to help you out. If you find an API method to use that's not already pre-built as an integration, then you can use the Custom HTTP Call step to directly call the API. You just have to provide the Smartsheet API with an API token, which you can assign to yourself in your Personal Settings.<\/p>
- Because you cannot adjust report filters using the Smartsheet API, you cannot do this with Bridge. Here's the Reports methods<\/a>. You might want to consider a workaround for the process of having reports hand-updated with new job numbers. Perhaps leverage a creation date or flag new items with a checkbox that's cleared once the conditions are met that would cause the project to fall back off the report? You can also explore the \"contact has any of current user\" filter to pick up specific jobs for the viewer?<\/li>
- You could definitely use Bridge to read one sheet on a schedule or trigger, perform calculations using Javascript or the included utilities, and post the results. It may be faster and more stable than a huge number of formulas in Smartsheet, but I'm not 100% sure it would be. I would probably first explore using Data Mesh, which is setup to do this in a much more friendly way. If you don't already use Data Mesh, it's basically a batch index\/match tool. <\/li>
- As Samuel said, there's no API for updating widgets on a dashboard or retrieving a form URL. Also, I tested copying a dashboard and sheet in a common folder, where the form link was embedded in the dash, and unfortunately it does not update the form link. Seems like a gap and would be a good enhancement request. You could potentially work around this by having a common sheet with the form to capture entries, have a dropdown in that form for the project name that you can keep updated with Bridge, do a lookup to the sheet ID that the entry should go to on a sheet that Bridge maintains, and then copy the form responses into the individual project sheets using Bridge. I know that's pretty roundabout.<\/li>
- As Samuel and Kelly said, you can push dropdown updates through Bridge, it works better than Data Shuttle. You wouldn't need to maintain a separate lookup sheet though, if you create a report that contains the dropdown columns across your various created sheets, and then read that report with Bridge, the return from the API includes the source sheet ID and column ID for each report row. You can then leverage that to point Bridge at the right columns across your sheets without having to maintain a separate lookup.<\/li><\/ol>
At Iron Mountain we use Bridge for a variety of use cases, here's the most effective ones:<\/p>
- Dropdown updates. These happen instantly with Bridge, rather than waiting for Data Shuttle to do this on a schedule. We have a handful of dropdowns on different sheets that use Bridge. I'm also working on a workflow that reads three different lists from three different sheets, and combines them into a single dropdown.<\/li>
- Clear a sheet on a schedule, or as part of another Bridge workflow<\/li>
- Integrate with Smartsheet Resource Management: We use SRM to capture project assignments and do billing. Using Bridge I read assignment, project, and user data into Smartsheet sheets for monthly analysis, which triggers Smartsheet to run Pivots, Data Meshes, and put it all together into a dashboard. I also push new projects into RM when approved and provisioned by Control Center. (note - we do this with Bridge rather than with CC because CC links the project for task synchronization, which we're not doing). And we archive RM users when they are flagged by managers.<\/li>
- Integrate with ServiceNow: We run approvals and tracking for Procurement through Smartsheet, then push new catalog Requests into ServiceNow for the Finance team to complete their pieces. We then read back variable data to Smartsheet to track status of the procurement in one spot...Smartsheet.<\/li>
- Integrate with Gitlab: Project Managers identify epic IDs on task rows in the project schedules. Bridge then reads the dates and labels from Gitlab and posts the content into the project schedules on those rows to be used in formulas that drive the task status and dates. We also push project status commentary from Smartsheet to matching epics in Gitlab so that PMs don't have to enter status twice. <\/li>
- Batch read from Gitlab: Currently we export Gitlab data to a Google Sheet and then Data Shuttle it into Smartsheet. Which works ok but is prone to issues with multiple \"hops\" and getting out of sync with column names etc. Plan is to use Bridge instead to directly read the data from Gitlab and post to Smartsheet in one workflow. I'll use a \"control sheet\" that people can post into using a form and indicate which groups and projects they need data from Gitlab.<\/li><\/ul>
Hope that helps (a little). If you're trying to figure out whether you'll find Bridge useful, my best advice would be to decide how much integration you want to do. That's really what Bridge is for IMHO. You can<\/em> use Bridge to do more advanced workflows in Smartsheet but it can be a little tricky, often it's easier to leverage the prebuilt addons like Data Mesh and Data Shuttle in combination with automations to achieve what you're looking for. That said, Bridge is quite powerful and can certainly take your Smartsheet setup to the next level.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","allowedDiscussionTypes":["discussion","question"]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":369,"urlcode":"bridge-by-smartsheet","name":"Bridge"}]},{"discussionID":108771,"type":"question","name":"Has Smartsheet improved the Workapps notification functionality?","excerpt":"While looking at a Smartsheet Workapp today, I noticed the text highlighted below. It says: \"Automation: You can create automated workflows in Smartsheet to alert people in your app. Learn more\" I was excited to see this because I don't use the Workapp tool since it lacks a way to A) notify users of notifications within…","snippet":"While looking at a Smartsheet Workapp today, I noticed the text highlighted below. It says: \"Automation: You can create automated workflows in Smartsheet to alert people in your…","categoryID":343,"dateInserted":"2023-08-10T01:25:46+00:00","dateUpdated":"2023-08-10T07:34:18+00:00","dateLastComment":"2023-08-10T13:12:38+00:00","insertUserID":13526,"insertUser":{"userID":13526,"name":"Marc Shecter","url":"https:\/\/community.smartsheet.com\/profile\/Marc%20Shecter","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/7MDG7HO742ML\/nHOVUT0FAH0M1.jpg","dateLastActive":"2023-08-10T15:38:57+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"updateUserID":91566,"lastUserID":91566,"lastUser":{"userID":91566,"name":"Genevieve P.","title":"Community Manager","url":"https:\/\/community.smartsheet.com\/profile\/Genevieve%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/KHY4Y67W0VRX\/nF76D5N9MFB28.png","dateLastActive":"2023-08-11T17:39:53+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":31,"score":null,"hot":3383304504,"url":"https:\/\/community.smartsheet.com\/discussion\/108771\/has-smartsheet-improved-the-workapps-notification-functionality","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108771\/has-smartsheet-improved-the-workapps-notification-functionality","format":"Rich","tagIDs":[371,510,514],"lastPost":{"discussionID":108771,"commentID":389996,"name":"Re: Has Smartsheet improved the Workapps notification functionality?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/389996#Comment_389996","dateInserted":"2023-08-10T13:12:38+00:00","insertUserID":91566,"insertUser":{"userID":91566,"name":"Genevieve P.","title":"Community Manager","url":"https:\/\/community.smartsheet.com\/profile\/Genevieve%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/KHY4Y67W0VRX\/nF76D5N9MFB28.png","dateLastActive":"2023-08-11T17:39:53+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/C4YA4UIUZFSF\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-10T15:39:24+00:00","dateAnswered":"2023-08-10T13:12:38+00:00","acceptedAnswers":[{"commentID":389996,"body":"
The prompt here is to help Workapp Builders use automations in the underlying Smartsheet sheet to send out notifications. There currently isn't a way to build an automation directly in the Workapp, as you noted. I see you created an Idea Post<\/a> around this, thank you!<\/p>