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Send Emails to the Comments section of Dynamic View
I am trying to create a log of the actions taken with on a row. We are using the "@teammember" feature to send email updates to individuals out of the Dynamic View comments section. It was asked whether there is a possibility to link this in reverse and forward an email from an external source (supplier) back to a row?…
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Generate Documents via DocuSign
As I know there are two ways to generate documents from the sheet to DocuSign the Fillable PFD and this should have fields to be added and the other way to is E-sign and that needs to choose Template from DocuSign. My question is do we have another way to generate a document as PDF without fillable fields, for example, if…
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Optional 2nd Signature for Docusign integration?
I've finally figured out how to get Docusign integrated with a generated PDF contract in Smartsheet. Now I'm running into an issue with the second signatory being optional. Often, we only need 1 signature on our contracts, but sometimes, there is a co applicant that can also sign. When Smartsheet doesn't find a name or…
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Smartsheet Login From Wordpress Site
Hello, Is it possible to provide a Smartsheet login plugin on my website for my client portal? I will be using Smartsheet to manage client projects and would like to make it so that they come to my site to login. Has anyone done this before?
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Reports Permissions
Hello!! I have two questions: I am sharing reports with others, but some of them can't see what is inside the report; why is that? Also, I am sharing a report to an outside email address, and they cannot export the attachment or print it, even if they are admin-can share. Please help!
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Any idea why apps are missing from apps and integrations?
I can see all the apps my user account has but my admin account just shows an image and tells me to access apps via Solutions Center, but since the recent update all that is listed are templates. Anyone else experiencing this? Perhaps an account level setting? Thanks
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DocuSign: Creating a Dynamic File Name
I am using the document generation with DocuSign capability. All but one of my fields are successfully populated in the generation and passed on to file that ends up in DocuSign. However, I am having trouble with carrying over the generated file name from Smartsheet to DocuSign. DocuSign seems to ignore the file name in…
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Data Shuttle Offload - Filter Check Box Field
I’m trying to use a “check box” field as one of my filtering criteria for a data shuttle offload that I’m setting up, but have not had luck getting this to work. I’d like to the data shuttle offload to exclude rows that have this field checked. I’ve set my filter to allow offloading of this field when the field “is blank”,…
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Automate attachments or links from Onedrive to row in sheet (or vice versa)
Context: (sorry its long!) We are an small AEC firm with 100's of active site design projects. Each project wil have plans prepared by multiple disciplines. Each discipline may require multiple submittals to various agencies to obtain approval. To track all of this we have a submittal tracker sheet in Smartsheet for each…
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Smartsheet University: Workapps course issue - redirected page, missing certificate and PDU
I have completed the Workapps course. However, I am not receiving a PDU certification. When clicking the start course, it redirects to an un-logged in page even though I am already in Smartsheet. Upon clicking “Next Course”, the redirected page is blank and does not recognize I am currently logged in to Smartsheet. Also, I…
