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Discussion List
Live Data Connector to SAGE accounting
I was reading up on data connectors to 3rd party platforms such as Excel, Access, etc. but didn't see any information about accounting systems such as Sage or Quickbooks. Has anyone ever linked an accounting systems to Smartsheet? I am assuming it is possible, but I want to gather other's experiences if they have. Thanks!
Is there any way when generating a document to have it (not a link) sent to an email address?
I'm trying to share a document once it's created, and some people may get lost if they go to the smartsheet to view. I'm trying to figure out a way to automate to send the actual document (not a link) sent to my email? that way i can create an automation from there that will send to everyone who needs it. My other thought…
With Control Center, is the Global Update feature also able update automated workflows?
I used automated workflows... a lot. We're looking to purchase Control Center, but it is not clear to me if I will be able to update my automated workflows across multiple sheets in the event I have a common change or update to make.
Move Smartsheet attachments to OneDrive?
Has anyone ever had luck moving files from Smartsheet to OneDrive? I found another post that led me to believe it's possible via python, but I'm looking for something simpler. The solutions there didn't sound like they worked well or they were cumbersome to configure. I'd like to get attachments that are submitted via a…
Dynamic View - Missing newly added field in filter drop-down
I've added a couple new fields to a Smartsheet and am looking to filter against them within Dynamic Views. Within Dynamic Views settings I've added these fields to both the View Display "Visible Fields" and Details Panel "Detail Panel Layout". They are showing up when I get out of Settings and back to the unfiltered view.…
how to link comments in jira ticket to smarsheet via the connector?
i have a connection established between jira and smartsheet via the jira connector as recommended by smartsheet which enables the flow of information bi-directionally. i am looking for comments within a jira ticket to be visible in smartsheet via the jira connector. any idea on how to do that? i don't see any fields while…
Unique Identifier Column
I'm trying to get a Datashuttle migration to work and there is no documentation on the limitations of the unique identifier column. Can this column in SS be a column formula as that is how my unique IDs are being generated. I know that both of these columns exist and tested by creating a paste values column in SS in which…
Workapp
On my mobile I am able to add WorkApp to Home Screen, but others don't seem to have that option.? Anyone know why?
Fillable PDF DocuSign automation
I am trying to automate the filling and routing of a fillable PDF template through Smartsheet using the generate document function and DocuSign. When setting up Generate Document Mapping, I can select PDF or E-SIGN. The PDF option allows me to setup a fillable PDF that pulls from the underlying sheet data but seemingly…
Formatting Currency in Calendar App
Is it possible to format currency in Calendar App? My source sheet has the data formatted for USD with no decimal places, but when the data pulls over to Calendar App it reverts to full number mode, which is very hard to read. I cannot seem to find any articles on this or way to fix it.
