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How do I ensure the PDF doesn't save to attachments using the Docusign Integration
Hi all, Hoping someone can help. Using the docusign integration and it works great, only issue I'm having is that the PDF of the completed contract is saving to the attachments automatically. Is there a way or turning off this feature so that the attachments stay clear?
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Advanced Sharing/Permissions in Control Center
I have 3 template sheets in my blueprint, but only 1 sheet needs to be shared with external users. I'm using this advanced sharing to give these 2 individuals access to only the "Plan" but they cannot view any of the sheets still unless i share the workspace (which i do not want to do as there is confidential information…
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How do I combine duplicate rows and in doing so sum values in the rows?
I have a case where I have a bunch of duplicate part numbers each with their own different quantity of parts. I want to combine these duplicate parts into one row in Smartsheet but also sum up the total of the quantities of parts? Is this possible? Let me know if I can better clarify my problem.
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How do I share Dynamic View when names do not populate to share?
I created a Dynamic View but I am unable to add two of our team members. Neither of their names appear when I try to add them to the list of users to share. They are able to access other sheets in our account. What needs to happen to get them access to the Dynamic View?
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Is Microsoft killing the Outlook Add-in?
Hi all, I was just informed by our I.T. Dept that Microsoft is killing the Outlook Add-in. We use this add-in quite extensively. Is anyone out there aware of a quick and easy way to attach emails to specific rows in specific sheets? It sounds like we have until June when Microsoft will be permanently disabling Legacy…
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Bridge Newbie - Trying to Update Dropdowns
Hi there! I'm trying to update a dropdown menu using Bridge for the first time. The workflow thinks it is running successfully, but the dropdown values are not being updated on the target sheet, so I've done something wrong. Upon running, it is still blank of any dropdown values despite my source column having three…
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I want to combine multiple lines of information into one document.
Hello all smart seat enthusiasts. I would like to borrow your help today as well. I'm creating an invoice sheet, but I'm having to create a PDF file line by line, and I'm having trouble with the amount of data. Therefore, is it possible to include information about the child molecule in the document created with the parent…
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Bridge and ServiceNow
Hi Community, We are embarking on integrating ServiceNow and Smartsheet using Bridge. I would love to hear from anyone who has experience with this integration and can provide some insights or best practices. Thank you, Chris
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I want to automatically obtain the mapped PDF
I would like to generate a multi-line document using Bridge. Is it possible? How else should I do it? I would appreciate it if you could let me know.
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WorkApps - Shared with Several users, only one getting an error, all signing on through Microsoft
I have developed a WorkApp where I am sharing a form and sheet to multiple users. They all seem to have been added successfully but when they go to access the form, all but one can get to it. The form is shared in the same way and they have been added to the same role as everyone else. They are accessing via their…
