Best Of
Create automation to move attached image to a cell
SmartSheet should include the function to add an attached image (.jpg) to a cell as an automation, or, allow images to be added directly to a cell via a form.
This would be a very useful tool that would replace other services we pay for now with other vendors etc…
Modified SUCCESSORS() function to report more than just direct successors
WHY IS THIS USEFUL?
This updated function would allow us to filter the spreadsheet for only the driving path to a particular row#. This would be similar to a filter for critical path, but enable much more flexibility.
Current status: I've successfully generated a "Successors" column, listing direct successors of each row, using the following formula:
=JOIN(SUCCESSORS([Task Name]@row), ",")
However, my "successors" column only shows direct successors. It would be very useful to be able to identify ALL successors, all the way down the dependency tree (e.g. successors of successors, successors of successors of successors).
Suggestion: =SUCCESSORS(value, N)
where 'N' is an integer representing the number of levels down the dependency tree to report. N=1 would generate direct successors, operating the same as the current function. N='all' would be equivalent to 'all' successors, all the way down the dependency tree.
Workflow:
If I'm interested in only showing all tasks contributing to the driving path to a particular task row#, all I need to do is create a "Successors" column using the new function: =SUCCESSORS(column@row, 'all'). Then I can filter my "Successors" column for anything that contains my row# of interest. This would
Re: fix the color of the outline on dark background cells highlighted by the find cmd
I would agree with this, but would not constrain the request to instances where the sheet has a dark background. Even in the default white view, the outlined cell as found via the CTRL+F command can be difficult to see. If the outline was a thicker boarder, that would be helpful along with maybe filling in the "handle" block on the far left of the row that the particular cell is located within.
Alternative to Dynamic View?
We are currently using smartsheet to manage our various projects. We would like to be able to have a project plan (sheet) that has certain columns visible to the customer. We do not like dynamic view - it doesn't look like a project plan and isn't really usable for a customer to regularly update/work in.
We are trying to explore having 1 sheet viewable for the customer, but a master project sheet that isn't. So this master sheet would house internal information (columns), comments, tasks - things we don't want the customer to see. The master sheet would then copy checked rows into the customer facing sheet (which is essentially a pared down version of the master sheet). We are having trouble figuring out the best way to copy as it's static. If we update the master sheet, it doesn't update the customer sheet. Is there a way to have both sheets update each other?
Re: Attachment capability for Docusign integration
I entered a ticket for this process a few days ago, and support sent me to this page.
Red Hat also needs this functionality. It's a bit counterproductive to have the ability to save attached documents from DocuSign to Smartsheet, but we cannot attach a file to DocuSign.
What is the process to make this happen
Re: Attachment capability for Docusign integration
Would like to echo that, this feature would exponentially improve my workflow if Smartsheet had the ability to include the attached document[s] on designated row[s] along with the fillable generated document sent through DocuSign.
I am currently using the "save as draft" option, which seems to be a workaround for the functionality many would like to see with the DocuSign integration.
Re: Attachment capability for Docusign integration
Not sure how to upvote this request. We have an expense process where users fill out a form with relevant data and attach receipts. It's routed for approval (the only way approvers can view the receipts), and then a DocuSign is generated with the data auto-populated. However, those signing off on the metadata would like to view the receipts at the same time they are signing off on them via DocuSign.
Re: Copying and Pasting Contacts From Outlook
Yes! This would save a lot of manual entries and reduce errors. This is not an unusual format and I'm sure if there are other common formats (Google? Apple?) then they should also be added.
Re: Exporting group members
Hi @Ami Veltrie
- Sign up on https://www.postman.com/ and read this to know how to send API request https://learning.postman.com/docs/getting-started/first-steps/sending-the-first-request/. If you already know how to send API request using Postman, you can go to step 2 directly.
- While sending API request, use GET method and this URL to send request - https://api.smartsheet.com/2.0/groups
- You will have to click on Authorization under the input and change the type to bearer. In the token field that appears on the right, you need to put in the token that you can obtain from Smartsheet https://smartsheet.redoc.ly/#section/API-Basics/Raw-Token-Requests. Your token is confidential and should not be shared with anyone.
- Once you send this request, you will see a list of all the groups in your account.
- The response will be in JSON format, which you can convert into a table using this - https://jsongrid.com/json-grid. The first column of the table will show you IDs of all the groups.
- You can then repeat the same process to get details of the group, by sending the request on this URL - https://api.smartsheet.com/2.0/groups/{groupId}, where {groupId} should be replaced by the ID of the group that you want to fetch.
- If you have a programmer in house, this can be done faster with lesser number of steps.
I hope this helps. I am around if you have any other questions or you would like to jump on a screenshare to do this.