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  • Writer's pictureDan Morales

Solution Manager for Smartsheet | Getting Started Help Guide

Updated: 5 days ago



What is Solution Manager?

Solution Manager is an application developed by SoftwareX for Smartsheet Solution Administrators and Creators. It provides a suite of tools to apply bulk updates, permissions, and actions on sheets and assets with similar structures across multiple assets at once. More details are available here


Who Can Access Solution Manager?

Solution Manager is available to all Smartsheet users in the US "Region". Interested users can begin a free Solution Manager plan via this link—no payment details are necessary. After logging in with your Smartsheet credentials, select a tool to deploy updates or navigate to the pricing page on the left-hand side rail to view the paid plan details. Solution Manager users can deploy changes to assets owned by users in their plan.


Is Solution Manager Secure?


Solution Manager handles and transforms Smartsheet data, but neither SoftwareX nor the Solution Manager app logs or stores customer data. To ensure user data is protected, we have implemented an OAuth Flow that requires users to sign in using their Smartsheet credentials. This process guarantees that users log in the same way they would to Smartsheet, inheriting any 2-factor authentication or SSO policies put in place by their System Administrators.


SoftwareX keeps fundamental customer details such as name and email in a secure database that is not exposed to the internet. Confidential data like API keys are encrypted, accessed as needed, and refreshed frequently. It's important to note that we do not retain any Smartsheet content, ensuring the privacy of our users' data.


Jump to Tool Overview Section



 

Bulk Column Manager Tool Overview

What is it?

Make bulk column updates a breeze with a tool that allows you to select multiple sheets and create, update, or delete the same column across all of them.

When Should you use it?

How do you use it?


Bulk Edit Tool Overview

What is it?

Bulk Edit allows you to find and replace text in cells, columns, sheet names, and more across multiple assets in one click. Changes in internal terminology have never been easier to handle!

When Should you use it?

How do you use it?


Clone Cross-Sheet Reference "CSR" Tool Overview

What is it?

The "Clone Cross-Sheet References" tool efficiently adds or updates cross-sheet references on multiple sheets simultaneously. In contrast to the Smartsheet Sheet Reference Manager tool, which is ideal for creating and viewing cross-sheet references on one sheet, Clone CSR allows you to replicate the same cross-sheet reference on several sheets at once.

When Should you use it?

How do you use it?


Command Access Tool Overview


What is it?

Quickly update the sharing permissions on multiple assets at once. Great for when you need to update the permissions on a large number of assets for a new member of your team or when transferring a solution to another team.

When Should you use it?

How do you use it?

Freeze Formula Tool Overview

What is it?

Create automations that will update the value of a cell to record the result of a formula. Great for 'freezing' the value of a formula at a specific point in time like end-of-month numbers or for large sheets where live formulas can cause performance issues.

When Should you use it?

How do you use it?


Dynamic Dropdown Value Tool Overview


What is it?

Select a column within one of your sheets, then select as many destination sheets & columns as you would like. Now, you can update the column on your source sheet to update the dropdown values across all of your sheets in real-time. Great for company contact lists, customer lists, status-driven consistency, and unique identifier standardization.

When Should you use it?

How do you use it?




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