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Bridge
Hi, I've just gotten access to the Bridge connector, and one question/request that I have is related to the Smartsheet/Resource Management integration. I have a PTO Smartsheet to track holiday requests, with an approval workflow associated with it. Currently, when the assigned manager approves the leave, an automated email…
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Generate Documents - Can contact names be filled instead of contact email address?
Hi there, Hope all is well. Hope someone could help. I have created a fillable pdf to be used with the new "Generate Documents" feature. It works great except for one issue. When I map the "Assign to" field or any contact field, it fills the document field with the contact email address and not the contact name. Is there…
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Xero live integration with Smartsheet
Hi, Has anyone part of the community done any sort of integration between Smartsheet and the online accounting software - Xero? I have come across websites like Zapier that can do the job for me but they require some sort of manual intervention in between. I am looking for an automatic synchronisation of our finance data…
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Users created in smartsheet who are not part of the AD group
Hi All, My organisation is using smartsheet enterprise with SSO through Azure AD. The SSO works well when the user is added to the AD group before they sign onto smartsheet for the first time however we have a handful of users within my organisation (both licensed, unlicensed and some are sys admin) who have accounts in…
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How do I send project leads a sheet based on the type of project?
Using an intake sheet, I would like project leads to receive one of three project plans (A3, DMAIC, KAIZEN) based on their form selection. How do I set up the Blueprint to do this? Thank you!
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WorkApps Attachments
When I add an attachment directly in a sheet, if the attachment has the same name as a previous attachment, it will prompt me to add as a new version (yes please), but NOT in WorkApps -so we're ending up with a bunch of copies of the same documents that really should just be version updates. Can we get this updated in…
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Calendar App - Change Task Name
Hello all! When I'm in the calendar app and you click on the event, how do I make it so that it shows the column name and not "task name" I have attached a screenshot of the event card where it says "task name" instead of the column name. All the columns are mapped correctly as I see all the info I want on the calendar…
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How to import API Data in sheet
Hello, I am working on a project where it required getting API data from other applications and need to import the same in SmartSheet, Is there any connector or integration for this? I used to do this with the below connector in google sheets, but I have no idea on smartsheet…
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Dynamic View Field Logic not working
Hi i have a column in my main sheet called Leave Status to work out if the date the person entered in the form is in the past and will Say "Taken" I want to be able to hide a field called Cancel if the field leave status says Taken otherwise the field is visible to enter data into. However the Leave Status is not showing…
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Restricting view of a Dynamic View based on report
Hi, I'm wondering if there is a way to restrict view of a dynamic view with filter where the dynamic view is based on a report? I'm using smartsheet report to generate aggregate data from multiple sheets and then I wanted to restrict views similarly to what I can do using sheet filters (Settings/General). However, reports…