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
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How to at mention a specific slack account in a channel from automated workflow?In Apps, Integrations, and Add OnsI just set up my workflow so that when a predecessor task is complete, it sends an alert on my team's slack channel. The intent of the notification is to alert the {{Assigned To}} team member that they can start their assigned task. Is th…
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Data Mesh & ImagesIn Apps, Integrations, and Add OnsOur teams rely heavily on the image thumbnail in the cells. We created a plug-in from image database to bring in images using Data Uploader successfully. However, when we try to use Data Mesh to push the images across multiple sheets, it o…
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Global UpdatesIn Apps, Integrations, and Add OnsHi, I wonder if someone can help please, we have made a global update to our project plan template. We now need to reflect this in our dashboards via the reports - but when in control centre there doesn't appear to be an option to update …
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Microsoft Office 365 Planner supportIn Apps, Integrations, and Add OnsWhat I'd love is for an assigned task to create a new Planner task and be linked together when changes happen to either side they update each other. Primary use case is that the majority of people who will access Smartsheet in our comp…
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How to work with multiple criteria evaluation?In Apps, Integrations, and Add OnsI want to create an evaluation for 5 people on 7 criteria in Smartsheet. If I use form or Request Update workflow, then I can only create one input per item/line. However, I want 5 evaluations for each item/line. Do I create indended line…
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Can you send multiple Docusign Templates based on the row criteria?In Apps, Integrations, and Add OnsWe have setup the docusign + smartsheet integration but I am trying to figure out a way for me to pick and choose which of the 8 documents I need to get included in the docusign envelope as each row will be different. For example, one row …
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Mail Merge with Google Docs: combine into one fileIn Apps, Integrations, and Add OnsI'm doing a mail merge using Google Docs, which works fine except when I try using 'combine into one file'. I've seen a previous discussion where the pagination was an issue but mine is fine except it changes the font! Can anyone tell me w…
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Live Data ConnectorIn Apps, Integrations, and Add OnsLive connector claims to provide "industry standard" connectivity to data sources. I have exhausted ways of trying to successfully use a UNION query in Access using linked tables. I would prefer not to use Access, but ODBC for…
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Build Gantt Chart based on JIRA User Stories Story Points estimationsIn Apps, Integrations, and Add OnsUser story in Jira are estimated in Story Points (0.5, 1, 2, 3, 5, 8, 13, 21...) where each story point can be mapped to ideal days range such as a 0.5 story point = 1d, 1 story point: =2d 2 story points = 3d 3 story points = 5d ... …
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Can Docusign pull a PDF?In Apps, Integrations, and Add OnsI have a PDF that is attached to a row. Is there a way to send it to Docusign so that I can sign it, and then have it automatically reattached to the row?
