-
JIRA Issue Key Hierarchy - How to get a task within a Feature?
Hello, I'm trying to test out the JIRA connector and want to set up a Feature (as my main project umbrella) and then add the subsequent 'Tasks' or 'Subtasks' within the 'Feature'. How can I accomplish this using Smartsheet? Below you can see I tried to create a feature and then a task, but it just created the task in JIRA…
-
Jira Smartsheet integration - tickets that have moved between projects
I have built a one way Jira --> Smartsheet integration. When we have a ticket that has moved between Projects, I end up with two rows. The original ticket (E.g. AB-1023) and the new ticket number with the project it was moved to (XY-4567). I do not expect the integration to delete the original row but is there any field to…
-
Smartsheet contact groups - outside org?
Are Smartsheet contact groups only used for assigning roles/permissions/access within an organization? Could I for example, create a contact group of emails that are outside my organization so that I could easily share a dynamic view with all of them? The underlying sheet would have a contact column and I would restrict…
-
sending emails from dynamic view
Good morning, Is there a way to replicate sending emails from smartsheet in the dynamic view screen? I see the comment section but I do not see where you can start an email from dynamic view.
-
Stacking a column with users to utilize Document Builder to create multiple signatures
I have a column that contains the email of different Smartsheet users account I used this column to build out an automation so that when the status of a project changes, a document builder will be sent out to them so they can sign on the project. My question is, if I want to include multiple signatures on the document…
-
Updating values from Excel using Data shuttle
HI, I am having issues updating values from excel to Smartsheet using a unique identifier column I have already removed all filters and ensured I have editing access to the excel sheet. (is that necessary btw?) Any ideas?
-
Custom Welcome Screen
I have created a dashboard with a ton of resources my company uses. I want to enable the custom welcome screen feature, but I can't figure out if this will display for all employees every time they log in, or if this will just display for new hires when they are added to our Smartsheet account. Ideally, I want the latter,…
-
Office Integration Question
When using the Office integration app to upload data to Smartsheets, is there anyway to include a copy of the email as an attachment?
-
Dynamic View is Empty
I have a dynamic view pulling from a Sheet. I have a formula on my Contacts column to only populate the rows that a person was approved to work. Will this affect how my Contact is used for Dynamic view? Because I set it up like normal and nothing is displaying for me. Sheet Dynamic View Settings. Pulling from correct…
-
Google Calendar sync
Hi, I have the Google Calendar sync setup with my Smartsheet. It's syncing properly for me. I see events added to the Smartsheet Calendar and they feed to my Google Calendar (and vice versa). How do I get my team to see the same on their end when they log into Smartsheet? I want the team that logs into Smartsheet to be…
