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DocuSign integration suddenly not working with contacts that display the name instead of email.
I've had a DocuSign integration working for a while now. Today, I go to use it and it doesn't work because it sees invalided characters. Upon researching, I have discovered that if the contact field displays the person's email instead of their name the integration works. So it's like DocuSign used to be able to use the…
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Checking provisional members on Smartsheet for USM model
Hi smartsheet community! I wanted to check if there is any way by which we can check who all are provisional members in our existing user list. Kindly note that we have not ye to move to User Subscription Model. Thank you for your response!
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Program Toolkit: How to rename program through control panel & Keep existing cell links.
I have several program folders with smartsheet templates connected to a blueprint, managed by Control Center. My question is this; How do I change the program name of a folder and its sheets while retaining all existing cell links? Additionally these programs roll up into other sheets for reporting and dashboards, These…
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DocuSign Status Column Not Updating Consistently (Non-Mapping Issue)
Hi Smartsheet Community, We’re hoping to tap into the collective expertise here about a DocuSign integration issue. Here’s our setup: •All information is collected via a Smartsheet form. •Based on certain cell values, one of several DocuSign integrations is triggered. •Documents are generated and routed correctly in…
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Dynamic View in WorkApps
I know how to set up and create a Dynamic view and put this in WorkApps but what I don't know is how to share it with 600 people. In General Setting "Restrict view by current user is "Submitted by", 600 people can view their "Own" submissions. In Sharing Tab , "Shared Domain" if I add our work domain, " "abc.com", why do…
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Emailing a generated document
We are using the generate document feature to fill a .pdf with great success. Is there a way to have the sheet automatically email this document to a person or group? Example, we use a smartsheet form to prompt a user to input data, which loads to the sheet fields. The fields then auto-populate and save a fillable pdf. Can…
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Calendar App / Copy Calendar
Can you copy a calendar in the calendar app? There are several settings to customize, it would be nice not to have to start over every time you make a new calendar.
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Control Center deleting project just keeps going on and on
How to make it stop as it is preventing projects to provision
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Dynamic View Issues
Is anyone experiencing issues with Dynamic View? We have noticed the following over the last week or so: Slow load times Filters getting rearranged Some users not seeing updates made to the underlying report. Thoughts?
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DataMesh: What if the lookup value column is a formula?
I have a sheet to track travel, which includes a Start Location column and End Location column, and a third "Start - End" column which contains a formula that combines the first two columns. I've done this so that I can reference another sheet, which has the estimated cost from Location A to B, using DataMesh. However,…