Best Of
Re: Introduce yourself & get to know your peers!
Hi everyone, I’m Taylor, a Project Manager for a Steel Erector & Engineering Firm in New England. I’m just getting started with Smartsheet and am building a full PMO system for our team. I’m hoping to use Smartsheet to streamline our workflows and create a system for both PMs and leadership.
Outside of work, I’m usually wrapped up in never ending creative projects. Looking forward to learning from this community and sharing what I build.
ttfraz
Re: Shall We Play A Game? 🤖
@Cassi I can be an overachiever too!
masters, streams, tasters, seatesr, heaters, hater, smart, heart, share, shear,
art, earns, harms, hates, hears, heats, her, marts, mashes, masts, mates, meats, meshes, metas, rates, rashes, rests, sears, seats, seems, stars, tames, tears
Alan Miller 11
Re: Using Bridge and Conditional Junction to evaluate if a Checkbox is Checked
@Niles P You can use "double bars" to specify a second thing to look for if the first fails. I usually do the blank first, but I'm not sure the order really matters.
""||false
false||""
Paul Newcome
Re: DocuSign Integration Help
Hi Neil,
We do get the sync data back to the sheet but only after the signed document gets attached. I did make one of our options work with multiple signers but you still have to wait until the document status is "complete" for anything to be linked back to the sheet.
We would test the sync data with only one signature and then change to the multiple signatures for production use.
There are some fancier signature options where one signer can approve the other signers so Smartsheet only has one defined. We went through alot of testing and even purchased a trial option on one of the "paid features" in Docusign but the short answer is the Smartsheet interface to Docusign only works with base Docusign features and very limited field type options.
Based on what data is needed and who is providing it, you could create a two-step option where one person provided the information needed and the data gets sync'd back. Then that data could be linked/datamesh into another sheet that was just looking for the signatures.
Re: SmartU New Offerings - Smartsheet Builder Path & more!
Hi @Priya_K it is. You can validate the product knowledge you learned from the self-paced courses by taking the Builder Certificate of Achievement test at no cost and if you're interested, pursue Professional Certification.
Re: Now Announcing - Linked Dropdown Columns!
NEW! Real-time Inventory and Scheduling in Forms:
Powered by Dynamic Dropdowns in Sheets, your forms can now automatically hide options as they are claimed. Whether you are tracking inventory or booking time slots, this feature prevents over-selection. This is the initial release of this functionality, with more enhancements coming soon.
Jason DelValle
