通过一个驱动器发布的仪表板和附件

jessica@phoenix
(电子邮件保护) ✭✭✭
在内容基本知识

还有其他人对新的仪表板UI有问题吗?这是不到一周前开始的。

我维护多个已发布的仪表板，并将它们分享给我网络之外的分包商。我使用快捷工具w/ One Drive将文档从One Drive附加到仪表板。

我附上的文件是pdf，我在一个驱动器中有共享设置，没有限制。类似于“任何人都可以访问这个链接”。

我是Smartsheet系统管理员(商业订阅)，并已检查确保没有任何内容共享限制打开。

我是Office 365帐户的SharePoint/One Drive管理员，我知道为了共享这些文档，我已经设置了所有合适的设置。

话虽如此，我还是尝试了通过在One Drive中创建的共享链接来分享这些pdf文件，并将其粘贴到Smartsheet的Widget link选项中。

无论如何，如果有人不在我的组织中并且登录了，他们就无法通过Smartsheet Dashboard访问文档。一旦重定向，One-Drive就会提示他们登录Office 365。

我已经使用这个方法2年多了，直到上周才出现问题。我已经联系了Smartsheet寻求支持，并收到了机票确认，但还没有人联系我。这对我的多个项目造成了巨大的延误。

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答案

  • 雪妮丝Reguero
    雪妮丝Reguero ✭✭✭

    我看到它也发生提示登录到O365。

    我们还有一个共享文档的解决方案，它总是有效的。为文档存储库创建一个智能表，并将PDF附加到该行。然后在仪表板上添加到存储库的链接。只要将权限设置为任何具有该链接的人都可以查看，并将其设置为允许组织外部的用户，那么他们应该不会有下载问题。

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  • jessica@phoenix
    (电子邮件保护) ✭✭✭

    谢谢，查莉丝，我也用同样的方法。谢谢你提到它，因为我相信很多人都在寻找一种变通方法，不熟悉这种方法。(提前为下面的咆哮道歉。)

    这是非常耗时的，特别是新UI需要的所有额外点击。我不确定你的团队/公司是如何使用这个工具的，但我很好奇。由于Smartsheet Support似乎并不关心功能的丧失，我担心使用这个功能的人比我想象的要少。

    我使用仪表板与分包商共享实时(时间敏感)信息。我投标政府项目…所以我经常在时间紧张的情况下收到最后一分钟的更新。我必须尽可能快地(为每个投标/项目)将许多大文件共享给多个组织中的多个人员，以确保我们的潜艇有尽可能多的时间进行审查并仍然满足最后期限。

    与共享OneDrive文件夹相比，发布的智能表仪表板的好处是能够包含并轻松更新富文本。通常是截止日期信息，联系方式和参考附件的一般备注。我的许多分包商在现场工作&喜欢在他们的手机上书签仪表板的能力(即使没有应用程序)。这样，他们就可以随时随地打开仪表板链接，找到最新的项目信息;包括我可能添加的任何附录、日期更改或注释。

    比起在OneDrive中创建的共享超链接，我更喜欢OneDrive数据源小部件来附加文档的主要原因是额外的时间。必须输入超链接所反映的文件的名称是令人恼火的，因为它已经命名了。

    平均而言，我一个月创建7或8个新的仪表板，并每天维护它们。在最近的仪表板UI更新之前，在2年多的时间里，我能够有效地更新这些仪表板(在同一家公司使用上述方法)和“另存为新”，没有任何问题……使创建新的仪表板(通过复制和修改现有的仪表板)变得容易，而无需重新格式化所有内容。现在，是另一个故事了。

    真正让我恼火的是Smartsheet的客户支持变得多么糟糕。我第一次提到我对新UI的担忧是在07/06被要求反馈的时候。没有人跟进或联系。当我意识到有实际的功能问题时，我提交了一个Smartsheet支持请求。这是在7月14日上午10:23(美国东部时间)。当我在7月14日下午4点07分(美国东部时间)还没有收到任何回应(电子邮件或电话)时，我给Smartsheet的twitter发了消息，询问这个问题，因为Smartsheet的状态页面仍然显示“所有系统运行”。我收到了一条推特回复，终于承认支持票已经升级，应该有人尽快联系我……但这条消息直到美国东部时间7月15日下午4:08才发出。终于有人在7月15日下午5点43分(美国东部时间)打电话给我讨论这个问题，而我不在电脑前。他们说会给我发邮件询问更多细节。 I received this email at 6:21 PM (EST) on 07/15... this requested additional details, providing a screen recording of my issues, screenshots of issues, screenshots of permissions/settings in one drive & smartsheet, links to the dashboards, etc. I immediately completed these tasks, documented & provided all requested information and more. I responded by email with all this info. by 7:29 PM (EST) on 07/15.

    不仅没有人跟进或更新我的问题升级，而且status.smartsheet.com仍然显示“所有系统运行”。

    我一直是Smartsheet的主要倡导者，自从我自己介绍它以来，我已经向我工作过的每一家公司介绍了它。我认为缺乏承认感觉就像一记耳光。

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  • 吉纳维芙P。
    吉纳维芙P。 员工管理

    你好@(电子邮件保护)

    感谢您的反馈，并与我们的支持团队联系，并提供有关此问题的所有文档;我已经向他们查询了您机票的状态，并确认我们的Escalations团队正在审核您提供的其他详细信息。他们将通过私人渠道继续与您联系以解决此问题，感谢您对此事的耐心!

    亲切的问候,

    吉纳维芙

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类别

Apply a filter to the sheet and then you can select that filter in the Dynamic View.<\/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":[]},{"discussionID":106269,"type":"question","name":"Organizing Smartsheets into folders - Impact to DVs and WorkApps","excerpt":"Hello, I'm trying to organize the workspace listing in Smartsheet. If I create folders and move sheets into different folders, will that mess anything up for the Dynamic Views and WorkApp? Thanks, Frank","categoryID":321,"dateInserted":"2023-06-09T14:20:40+00:00","dateUpdated":null,"dateLastComment":"2023-06-09T15:35:26+00:00","insertUserID":158554,"insertUser":{"userID":158554,"name":"Frank B.","url":"https:\/\/community.smartsheet.com\/profile\/Frank%20B.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/3HVYSSRAF5R9\/n9CDGKLAHBDUI.png","dateLastActive":"2023-06-09T15:34:51+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"updateUserID":null,"lastUserID":116407,"lastUser":{"userID":116407,"name":"Darren Mullen","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Darren%20Mullen","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/9WIC1TB7AJQT\/nP1GU5H4ITA1P.png","dateLastActive":"2023-06-11T21:53:40+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":28,"score":null,"hot":3372645966,"url":"https:\/\/community.smartsheet.com\/discussion\/106269\/organizing-smartsheets-into-folders-impact-to-dvs-and-workapps","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106269\/organizing-smartsheets-into-folders-impact-to-dvs-and-workapps","format":"Rich","tagIDs":[371,443],"lastPost":{"discussionID":106269,"commentID":379859,"name":"Re: Organizing Smartsheets into folders - Impact to DVs and WorkApps","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/379859#Comment_379859","dateInserted":"2023-06-09T15:35:26+00:00","insertUserID":116407,"insertUser":{"userID":116407,"name":"Darren Mullen","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Darren%20Mullen","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/9WIC1TB7AJQT\/nP1GU5H4ITA1P.png","dateLastActive":"2023-06-11T21:53:40+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-09T15:36:14+00:00","dateAnswered":"2023-06-09T15:35:26+00:00","acceptedAnswers":[{"commentID":379859,"body":"

@Frank B.<\/a> If the folders are in the same Workspace that the sheets currently reside, there will for sure be no impact.<\/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":371,"urlcode":"WorkApps","name":"WorkApps"},{"tagID":443,"urlcode":"dynamic-view","name":"Dynamic View"}]},{"discussionID":106272,"type":"question","name":"Automation to send past due notifications to members","excerpt":"Hi All! I hope someone can help me create a (functioning!) automation. I need Smarsheets to send a daily notification to task owners, if the task is marked past due. Currently, I have been able to create an automation that will alert owners when a task becomes past due; however, this is a one-time notification. I've…","categoryID":321,"dateInserted":"2023-06-09T14:40:21+00:00","dateUpdated":"2023-06-09T14:48:10+00:00","dateLastComment":"2023-06-09T15:01:14+00:00","insertUserID":162249,"insertUser":{"userID":162249,"name":"blake_smith_b","title":"Accountant - Financial Reporting","url":"https:\/\/community.smartsheet.com\/profile\/blake_smith_b","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-09T15:10:22+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":91566,"lastUserID":142964,"lastUser":{"userID":142964,"name":"Ray Lindstrom","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Ray%20Lindstrom","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/5Y0KP6UKIBTU\/nY3615V0DPRZV.jpg","dateLastActive":"2023-06-09T16:08:12+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":26,"score":null,"hot":3372645095,"url":"https:\/\/community.smartsheet.com\/discussion\/106272\/automation-to-send-past-due-notifications-to-members","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106272\/automation-to-send-past-due-notifications-to-members","format":"Rich","tagIDs":[334,510],"lastPost":{"discussionID":106272,"commentID":379850,"name":"Re: Automation to send past due notifications to members","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/379850#Comment_379850","dateInserted":"2023-06-09T15:01:14+00:00","insertUserID":142964,"insertUser":{"userID":142964,"name":"Ray Lindstrom","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Ray%20Lindstrom","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/5Y0KP6UKIBTU\/nY3615V0DPRZV.jpg","dateLastActive":"2023-06-09T16:08:12+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/XJX8FMEG7M9C\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-09T15:12:48+00:00","dateAnswered":"2023-06-09T15:01:14+00:00","acceptedAnswers":[{"commentID":379850,"body":"

In the Trigger section, select \"When a date is reached\",<\/p>

Then select \"Custom\" for when to run the automation, and select \"Repeat Every\" and choose 1 Day.<\/p>

Then select your Conditions. For yours, you can say \"Where Past Due?\", and select \"is one of\", then choose \"Past Due\"<\/p>

Example below.<\/p>

\n
\n \n \"image.png\"<\/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":334,"urlcode":"automations","name":"Automations"},{"tagID":510,"urlcode":"email-notifications","name":"Email Notifications"}]}],"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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