Apps, Integrations, and Add Ons

Ask questions about apps such as Dynamic View, DataMesh, Pivot App, Calendar App, WorkApps, or Resource Management. Discuss connecting Smartsheet to your other systems with integrations such as Bridge, Data Shuttle, the Jira connector, and the Salesforce connector.

Discussion List

  • Automating Google MailMerge of Reports
    In Apps, Integrations, and Add Ons
    Hi all, I need to run a monthly report and perform a mail merge of that data into a google doc/pdf. Any pointers on how to perform the scheduled recurrence? Thanks!
    Answered - Pending Review
    38 7
    Answered - Pending Review 38 views 7 comments Most recent by Andrée Starå
  • Multiple forms with unique dropdowns
    In Apps, Integrations, and Add Ons
    Hello, I currently have a smart-sheet that gathers data from multiple vendors (each vendor has a form). One of the columns is an ID which would be entered through a drop-down. The functionality we are looking for is to have unique drop-dow…
    Answered - Pending Review
    160 5
    Answered - Pending Review 160 views 5 comments Most recent by Andrée Starå
  • Jira Smartsheet
    In Apps, Integrations, and Add Ons
    Hi I have Epics and Tasks in my project. I created a bidirectional SS<-> Jira connector. In Jira there is a mandatory field "Epic Name" for the Issue type "Epics". However "Epic Name" is not a valid f…
    Answered - Pending Review
    298 1
    Answered - Pending Review 298 views 1 comment Most recent by Nathan Lloyd
  • Is there a way to force a Dynamic View logout when the session ends?
    In Apps, Integrations, and Add Ons
    Currently, it is possible to be logged in Smartsheet and Dynamic View under two different accounts, simultaneously, on the same machine. Unless a user explicitly logs out of Dynamic View or clears the browser cache, the next time Dynamic V…
    Answered - Pending Review
    58 3
    Answered - Pending Review 58 views 3 comments Most recent by Mary_A
  • Due to recent updates Smartsheet emails go to the Spam folder. How to avoid this?
    In Apps, Integrations, and Add Ons
    Due to a recent change where emails seem to come from a user like "My Name via Smartsheet" those emails are sent to the spam folder because "this email appears to come from someone you know but there's a different email addr…
    Answered - Pending Review
    246 1
    Answered - Pending Review 246 views 1 comment Most recent by Mary_A
  • Smartsheet to Salesforce Connector Filtered out by Connector
    In Apps, Integrations, and Add Ons
    I ran two different sheets and both encounter this issue. The fields on the sheets are correct and the Tasks meet the filters. Any ideas how to resolve this?
    Answered - Pending Review
    12 3
    Answered - Pending Review 12 views 3 comments Most recent by Andrée Starå
  • Pivot App, Change Name of <Blank> to something else
    In Apps, Integrations, and Add Ons
    Hello, I was wondering if there is a way to change the name of fields that are blank in the pivot table so they are labeled as <Blank>? Would it be possible to change this to "Unassigned" or something like that? This piv…
    Answered - Pending Review
    33 3
    Answered - Pending Review 33 views 3 comments Most recent by Genevieve P.
  • Pivot not updating formula column in child rows
    In Apps, Integrations, and Add Ons
    Hello I am working with the pivot app and created a new column that is basically ([email protected]@row). There are 2 sections in the row data and one section(Example: Team) will add this formula since it is the parent, but the f…
    Answered - Pending Review
    42 1
    Answered - Pending Review 42 views 1 comment Most recent by Genevieve P.
  • Dates and months issue
    In Apps, Integrations, and Add Ons
    Hello, Are there others or many experienceing issues that Smartsheet swaps months to dates and vica versa? I have now had this issue several times and informed SS about it. For some reason the issue goes away after letting SS know (maybe …
    Answered - Pending Review
    31 3
    Answered - Pending Review 31 views 3 comments Most recent by Genevieve P.
  • Archiving Control Center Projects
    In Apps, Integrations, and Add Ons
    Good morning! I was wondering if anyone knows how to archive a project in Control Center? I tried to go into the program and have been searching on how to execute archiving projects but have been unable to find any information. Does any…
    Answered - Pending Review
    186 1
    Answered - Pending Review 186 views 1 comment Most recent by Sean Morgan