Portfolio WorkApps Not Displaying Projects in Project List

Kleerfyre
Kleerfyre ✭✭✭✭✭✭
inAdd Ons and Integrations

So I am working with building out a Portfolio WorkApp for one of my programs that I have built. When I get it all set up, I can see the projects that I have created for the program on the projects list, but when I hit preview to look to see if it's looking the way I need it to based on the roles, none of the projects show up on the Projects List page for any role that I select. When I end preview and go back to Edit view, I can see the projects again. Has anyone experienced this yet? I haven't published the WorkApp yet because I am not ready for the users to start using it yet. Any help is greatly appreciated!


-Jonathan

Jonathan Sanders, CSM

"Change is always scary because it is unknown, but facing the unknown is what makes us stronger."

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Answers

  • Genevieve P.
    Genevieve P. Employee Admin

    Hi@Kleerfyre

    When you add a new Role to a Workapp, the Page Permissions default to "Hidden". Is it possible that all of your Roles currently have these Projects set to "Hidden"?

    To check this, click onRoles, for one of the Roles click the 3 dots to bring up the menu and selectEdit:

    Screenshot 2022-10-06 at 13.45.08.png

    From here, click onPage Permissionsto see what permissions this role has for all of your Projects:

    Screenshot 2022-10-06 at 13.44.55.png

    Here's more information:Add Roles to a Workapp

    Let me know if this helped!

    Cheers,

    Genevieve

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OMG, I didn't click on the widget box, now I see the edit option. Thanks so much, this is going to be a game changer for me!<\/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":106511,"type":"question","name":"Smartsheet Form & File Attachment","excerpt":"Hello, is it possible to have the file uploaded on a smartsheet form to be attached to the email notification?","categoryID":321,"dateInserted":"2023-06-15T17:47:43+00:00","dateUpdated":null,"dateLastComment":"2023-06-19T18:45:05+00:00","insertUserID":162431,"insertUser":{"userID":162431,"name":"Syd","title":"Analytics Manager","url":"https:\/\/community.smartsheet.com\/profile\/Syd","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!CRvWwjtq8Dw!neNVX5cBEbo!R6y12vmDgYo","dateLastActive":"2023-06-19T18:44:09+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":138637,"lastUser":{"userID":138637,"name":"StevenBlackburnMBA","title":"Director, Informatics Innovation","url":"https:\/\/community.smartsheet.com\/profile\/StevenBlackburnMBA","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/30MFCHQD4VJ8\/nA6GUCC5S5SQG.jpg","dateLastActive":"2023-06-19T21:30:05+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":8,"countViews":67,"score":null,"hot":3374056368,"url":"https:\/\/community.smartsheet.com\/discussion\/106511\/smartsheet-form-file-attachment","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106511\/smartsheet-form-file-attachment","format":"Rich","lastPost":{"discussionID":106511,"commentID":381199,"name":"Re: Smartsheet Form & File Attachment","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/381199#Comment_381199","dateInserted":"2023-06-19T18:45:05+00:00","insertUserID":138637,"insertUser":{"userID":138637,"name":"StevenBlackburnMBA","title":"Director, Informatics Innovation","url":"https:\/\/community.smartsheet.com\/profile\/StevenBlackburnMBA","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/30MFCHQD4VJ8\/nA6GUCC5S5SQG.jpg","dateLastActive":"2023-06-19T21:30:05+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":"2023-06-19T18:44:06+00:00","dateAnswered":"2023-06-15T18:43:26+00:00","acceptedAnswers":[{"commentID":380872,"body":"

@Syd<\/a> - okay, I attached a word doc to this comment that explains it step by step. Basically, I have my Google Chrome browser laid out to ask me anytime I download a file, where I want the file saved. Some automatically default it to a certain folder, and sometimes it just is defaulted automatically to a downloads folder... I'd check that as well, or even check the downloads folder to verify. Sometimes, it may download and send it to a folder that you may not know its sending to.<\/p>


<\/p>

Let me know if this helps at all!<\/p>


<\/p>

\n \n Attachments in Smartsheet 6.15.23.docx\n <\/a>\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":[]},{"discussionID":106565,"type":"question","name":"Index Collect Error","excerpt":"Hello! I am trying to use an INDEX COLLECT function to get a number value. It uses the following: Total number Filter of the Month Matches names between two sheets This is the formula I am using and it is returning an Incorrect Argument Set error. =INDEX(COLLECT({OPK Monthly Report 22-23 Unfilled 0-3}, {OPK Monthly Report…","categoryID":321,"dateInserted":"2023-06-16T18:59:59+00:00","dateUpdated":null,"dateLastComment":"2023-06-16T20:03:20+00:00","insertUserID":136885,"insertUser":{"userID":136885,"name":"Fiona Murray","url":"https:\/\/community.smartsheet.com\/profile\/Fiona%20Murray","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!mvkr3-YRWLs!DWcoQ8Zayjs!t-XvuMBQJJa","dateLastActive":"2023-06-16T20:03:10+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":136885,"lastUser":{"userID":136885,"name":"Fiona Murray","url":"https:\/\/community.smartsheet.com\/profile\/Fiona%20Murray","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!mvkr3-YRWLs!DWcoQ8Zayjs!t-XvuMBQJJa","dateLastActive":"2023-06-16T20:03:10+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":39,"score":null,"hot":3373888999,"url":"https:\/\/community.smartsheet.com\/discussion\/106565\/index-collect-error","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106565\/index-collect-error","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":106565,"commentID":381077,"name":"Re: Index Collect Error","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/381077#Comment_381077","dateInserted":"2023-06-16T20:03:20+00:00","insertUserID":136885,"insertUser":{"userID":136885,"name":"Fiona Murray","url":"https:\/\/community.smartsheet.com\/profile\/Fiona%20Murray","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!mvkr3-YRWLs!DWcoQ8Zayjs!t-XvuMBQJJa","dateLastActive":"2023-06-16T20:03:10+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":"2023-06-19T08:10:23+00:00","dateAnswered":"2023-06-16T19:39:25+00:00","acceptedAnswers":[{"commentID":381073,"body":"

Might be you need to move the first )<\/p>

try this<\/p>

=INDEX(COLLECT({OPK Monthly Report 22-23 Unfilled 0-3}, {OPK Monthly Report 22-23 Month}, \"April\", {OPK Monthly Report 22-23 Grantee Name}, Grantee@row), 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=341&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":5386,"limit":3},"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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