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Discussion List
Attach from a company SharePoint folder
Hi All, We have been using OneDrive for attachments, but would love to get away from the documents being stored in a single employee's OneDrive folders. I understand we could have a company drive by using SharePoint - but I'm new to this and we haven't set it up yet. I don't want to go through the trouble if I won't be…
Locked Fields Outlook Add-in
Hi Community, I've noticed some fields (columns) are blocked for selection when I try to add a new frow from the Outlook Add-in. Seems like there's no reason for that (see below). Any help? Regards.
Automatically capturing the name/ user who completed a form
I have created a form that needs to capture who filled it out. Currently I am having the person fill in their name. I am wondering if there is a way in forms to have the person automatically capture? That way they don't need to fill that in.
Salesforce -> Smartsheet Connector Error (Notifications could not be reset)
Reporting an issue that has become a total blocker for our team. The Smartsheet Salesforce connector was working without issue for years and recently became completely stuck due to the following errors: "We've detected a problem receiving notifications from SALESFORCE. Please press the “Reset” button to try to reset the…
Unable to Connect Docusign in Document Builder
Hello SmartSheet Friends, I am using document builder to track signatures on a document. I receive the following error when trying to login to Docusign during the mapping process. Any suggestions? Thank you! Angela
Hi, Is it possible to obtain signatures through a fillable pdf document on Smartsheet?
Is there an alternative way to obtain signatures on Smartsheet other than using DocuSign?
Integrations with Hubspot
Our Sales team is using Hubspot. I am looking for advice on integrating Hubspot with Smartsheet.
DocuSign Integration Errors
I had no issues with generating a Docusign document with 4 signers until the last time I updated my Smartsheet app. Now my main sheet has no issue with sending out a document until I try to add more than 2 signers. I get the top error shown below. I had the idea of saving the document as a draft and sending out manually…
SCC & Calendar App?
Do they work together? I want to create a new calendar in calendar app from a project schedule once it is created in SCC. Is this possible? Thanks
Why is my data shuttle bringing in data that I have filtered out?
I am utilizing Data Shuttle for our daily Aging reporting and even though I have it set up to not bring in data that does not match the filter criteria, it continues to bring in data that does match my filter. Any assistance would be appreciated. I have attached my filter criteria for reference.
