Transfer Sheet and Report Ownership While Keeping in Same Folders

Just Jean
Just Jean ✭
edited 12/09/19 inSmartsheet Basics

An employee retired without transferring his sheets and reports, that are in various workspaces and folders, to me. How do I keep the sheets and reports in the same workspace and folders while transferring ownership to me? I'm SysAdm and licensed user on Enterprise account.

Tags:
· Share on Facebook Share on Twitter

Comments

Categories

Hi, <\/p>

Add a \"Created By\" column in your sheet and turn on \"Required smartsheet login to access your form\" in your form setting. So that whoever fills out the form, their email id will be automatically captured in \"created by\" column. This will replace your \"Requestor Name\" column. <\/p>

Thank you!<\/p>


<\/p>

\n
\n \n \"Screen<\/img><\/a>\n <\/div>\n<\/div>\n
\n
\n \n \"Screen<\/img><\/a>\n <\/div>\n<\/div>\n


<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"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":204,"urlcode":"forms","name":"Forms"},{"tagID":247,"urlcode":"contacts","name":"Contacts"},{"tagID":334,"urlcode":"automations","name":"Automations"},{"tagID":448,"urlcode":"workflows-in-smartsheet","name":"Workflows in Smartsheet"},{"tagID":527,"urlcode":"columns","name":"columns"}]},{"discussionID":109475,"type":"question","name":"JOIN() Formula Result - Producing Apostrophe in Copied Cell Data","excerpt":"The issue involves the usage of the JOIN() formula within SmartSheet, which is resulting in the inclusion of an unwanted apostrophe when the formula's output is copied to another sheet. The JOIN() function is designed to concatenate values, but in this scenario, the copied data is displaying an apostrophe that is not…","snippet":"The issue involves the usage of the JOIN() formula within SmartSheet, which is resulting in the inclusion of an unwanted apostrophe when the formula's output is copied to another…","categoryID":321,"dateInserted":"2023-08-25T16:49:03+00:00","dateUpdated":"2023-08-25T16:52:43+00:00","dateLastComment":"2023-08-25T22:09:31+00:00","insertUserID":124290,"insertUser":{"userID":124290,"name":"Adriane Price","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Adriane%20Price","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!BmjXAS9m9aY!oUjUqI9WkTY!3brbJb9YCMB","dateLastActive":"2023-08-25T22:08:33+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"updateUserID":124290,"lastUserID":124290,"lastUser":{"userID":124290,"name":"Adriane Price","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Adriane%20Price","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!BmjXAS9m9aY!oUjUqI9WkTY!3brbJb9YCMB","dateLastActive":"2023-08-25T22:08:33+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":19,"score":null,"hot":3385984114,"url":"https:\/\/community.smartsheet.com\/discussion\/109475\/join-formula-result-producing-apostrophe-in-copied-cell-data","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109475\/join-formula-result-producing-apostrophe-in-copied-cell-data","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":109475,"commentID":392674,"name":"Re: JOIN() Formula Result - Producing Apostrophe in Copied Cell Data","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392674#Comment_392674","dateInserted":"2023-08-25T22:09:31+00:00","insertUserID":124290,"insertUser":{"userID":124290,"name":"Adriane Price","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Adriane%20Price","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!BmjXAS9m9aY!oUjUqI9WkTY!3brbJb9YCMB","dateLastActive":"2023-08-25T22:08:33+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-25T22:09:33+00:00","dateAnswered":"2023-08-25T22:09:31+00:00","acceptedAnswers":[{"commentID":392674,"body":"

Fixed, needed to add \"Value\" before the formula to remove the apostrophe.<\/p>


<\/p>

=VALUE(IFERROR(JOIN(DISTINCT(COLLECT([Customer PO Amount (USD)]@row:[Customer PO Amount (Local Currency)]@row, [Customer PO Amount (USD)]@row:[Customer PO Amount (Local Currency)]@row, <>\"//www.santa-greenland.com/community/discussion/55136/\"))), \" \"))<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"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":254,"urlcode":"formulas","name":"Formulas"}]},{"discussionID":109460,"type":"question","name":"IF \/ OR formula then Check a Box","excerpt":"I need a formula that IF a specific column has either 1 of 2 specific choices, then a BOX in another column is checked: =IF(([Study Status]@row = \"Active\/ Open to Accrual\", 1) OR([Study Status]@row = \"In Start-Up\", 1))","snippet":"I need a formula that IF a specific column has either 1 of 2 specific choices, then a BOX in another column is checked: =IF(([Study Status]@row = \"Active\/ Open to Accrual\", 1)…","categoryID":321,"dateInserted":"2023-08-25T13:30:39+00:00","dateUpdated":null,"dateLastComment":"2023-08-25T16:21:27+00:00","insertUserID":9250,"insertUser":{"userID":9250,"name":"Susan Swisher","url":"https:\/\/community.smartsheet.com\/profile\/Susan%20Swisher","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-25T16:23:49+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"updateUserID":null,"lastUserID":161714,"lastUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-08-27T02:16:35+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":9,"countViews":48,"score":null,"hot":3385956126,"url":"https:\/\/community.smartsheet.com\/discussion\/109460\/if-or-formula-then-check-a-box","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109460\/if-or-formula-then-check-a-box","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":109460,"commentID":392616,"name":"Re: IF \/ OR formula then Check a Box","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392616#Comment_392616","dateInserted":"2023-08-25T16:21:27+00:00","insertUserID":161714,"insertUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-08-27T02:16:35+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-25T15:13:03+00:00","dateAnswered":"2023-08-25T14:14:39+00:00","acceptedAnswers":[{"commentID":392575,"body":"

Give this a try:<\/p>

=IF(OR([Study Status]@row = \"Active\/Open to Accrual\", [Study Status]@row = \"In Start-Up\"), 1)<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"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":254,"urlcode":"formulas","name":"Formulas"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=321&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":4992,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

Trending in Smartsheet Basics

  • Auto-populate emails on a "contact list" column

    I have a Form created for internal employees where they can submit request tickets to my department. We all have an account with Smartsheet. One of our columns ("Requestor Name") is in the Form where they type in their names. The "Requestor Name" column is a Contac List column. My issue here is, how can I have Smartsheet…

  • JOIN() Formula Result - Producing Apostrophe in Copied Cell Data

    The issue involves the usage of the JOIN() formula within SmartSheet, which is resulting in the inclusion of an unwanted apostrophe when the formula's output is copied to another sheet. The JOIN() function is designed to concatenate values, but in this scenario, the copied data is displaying an apostrophe that is not…

  • IF / OR formula then Check a Box

    I need a formula that IF a specific column has either 1 of 2 specific choices, then a BOX in another column is checked: =IF(([Study Status]@row = "Active/ Open to Accrual", 1) OR([Study Status]@row = "In Start-Up", 1))

Help shape the future of Smartsheet.
Share your ideas and feature requests.

 Watch video