-
Gantt chart - timeline displays
Hello, Please would someone be able to advise if it is possible to have 1 export but with varying timeline levels displayed. I have had a request from a client to display the current month on the program plan at week level, but the rest of the plan (which stretches out for 6 months), at month level. I.e. August would be…
-
Microsoft Dynamics D365 Connector - Connecting to Finance
I have started to use the Microsoft Dynamics D365 connector, and it does not seem to want to connect to our instance of Dynamics D365. We are trying to connect to the Finance & Operations modules so I can automate the creation of Vendors. Is there a limitation in the connector that restricts it from accessing these…
-
Jira Connectors - has anyone successfully built a bi-directional Jira connector with Smartsheet?
I am trying to improve communications among several departments and trying to figure out the best way to do this. I've created the connector but am struggling as on the Jira side, there's no consistency for fields that are used, etc. If a ticket gets created (like for a new feature request) in Smartsheet that gets sent to…
-
Support when making integrations
***Translated via Google Translate by a Moderator* If the purchase of the Enterprise license is made, is the support service also offered? For training and support when integrating Smartsheet with the entity's systems? Or does the support service have another cost? In case you can help me on this question. Greetings.
-
Auto-time generation
Has Smartsheet come up with a way for a time to be auto-generated like the date can be?
-
Hyperlink in Sheet is not accessible on the workapp
I have sheet that has a hyperlink using the "link to other smartsheet" function and the sheet linked is contained in the same workspace as the sheet where the hyperlink is. But when i set up the workappp they hyperlink is gone,
-
Is there a way to use OR in a Dynamic View filter condition?
In a View, I can create a custom filter that selects where the Project Lead is "Mike" but I want to also say "OR Debbie." Is that possible? It looks like I can only choose AND.
-
Optimizing Dynamic View Performance Through Reports
I'm looking to improve performance of a very large sheet by breaking its records into smaller, identical sheets (split up by record category)... then merging all of these smaller sheets back into a report. Many of our stakeholders interact with our sheet via Dynamic View, which means I would rebuild our Dynamic Views on…
-
How do I make a global sheet/report/dashboard name change
I use Control Center to provision new projects. How do I globally change sheet/report/dashboard names' suffix after a project has been provisioned and is underway? For example, if the suffix was "Enterprise Business Unit", and now I want it to be "Enterprise BU".
-
Attachments
Is there a way to automatically copy an attachment(s) from one sheet to another. I have a form that our customer service team uses to submit complaints that are response required with attachments. This works with the main complaints report that has no attachments. When customer service provides additional documents, I…