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Communication programs
Does anyone have any experience in using/ integrating a communication platform and syncing on Smartsheet. We are looking to even hire/outsource someone to help set up. The issue we have is team communications. Or communication between departments in regards to projects or issues.. We want to have a program like basecamp,…
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Emailing a generated document
We are using the generate document feature to fill a .pdf with great success. Is there a way to have the sheet automatically email this document to a person or group? Example, we use a smartsheet form to prompt a user to input data, which loads to the sheet fields. The fields then auto-populate and save a fillable pdf. Can…
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Custom Jira Field Only One Directional (Grayed Out)
I've created a bi-directional Jira Connector, however one of my custom Jira fields Smartsheet is only showing as one-direction from Jira (Jira -> Smartsheet) where it used to be available in all contexts (Smartsheet -> Jira). It's now grayed out and cannot be changed. What could be the reason for this?
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Restrict Visibility to team members assigned to your Workspace sheet
I am trying to find out a way where I can restrict the team I assign a task to, that when they login into Smartsheet, they are only able to see the tasks they are assigned to, however, I can find a way in the business plan. In addition, I watched a webinar where I could request updates in the emails, where the person would…
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Is there a workday.com integration with smartsheet?
I am wondering if there is a smooth easy way to have candidates that apply for positions in workday then auto-populate a smartsheet so that we can manage them in smartsheet. We have more steps than are offered in workday.com, plus we are hoping to track the candidates that may have been in the final round of interviews but…
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How to set-up Data Shuttle to show changes from the last time a workflow was run.
Hi! I'm trying to figure out how to set-up Data Shuttle to show changes from the last time a workflow was run. For example, I have a sheet with the following columns. "Job Title", "Job Code", "Posting Number" (Posting Number is the unique identifier) and "All Submitted Applications". "All Submitted Applications" is the…
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Google Docs Merge issues
Hi Smartsheet Community Brain, We use the Smartsheet Google Docs Merge tool, but I've recently created a new sheet that I can't find in the Merge Tool when the Google Doc is open. I'm using the Google account that has access to our Smartsheets, and it can access some of our Smartsheets, but doesn't show some of our newer…
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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…
