Product questions?
Ask it here! The community's got your back.
Discussion List
Bring data into Smartsheet with API or ODBC from Excel
Hi, Does anyone know how to configure Excel or Smartsheet so that a sheet can read data from Excel? I have it working so that Smartsheet is a source and use excel to pick up a sheet's data but not the other way. All the literature and videos say it can be done but I cannot find out how!
Dashboard Question
I'm working on a project where I'm tracking the completion of IT equipment refresh across 170 sites. Long story short my leadership wants to see a dashboard that looks similar to the very poorly sketched image below. Basically, they want to see out of 170 sites, what percentage of sites have completed: Task 1 Task 2 Task 3…
Outlook Add-In
The Outlook add-in is not installing for me weather I try to install it locally or on the web version of outlook. Its not my version or a permission issue as I have tried the install via local admin account which has full access to my system. Is there a downloadable version of the add-on that anyone has found?
Dynamic View Options for Sheet
Hello, I'm working on a quarterly goal review process. I need to keep all employees in the department on one main sheet with each employees' manager noted in a contact column. Then I've created a dynamic view based on current user (for the manager contact column) so each manager can view and evaluate the goals for each of…
Trying to locate sheet to see activity log on a published item
I have a published sheet link that works but I am unable to find the sheet used to create the published item. Is there anyway to locate the sheet from the created link? Joe Busch Urban Institute
Change SalesForce user login for workflow configuration
We've got a SalesForce connector set up. I have a SmartSheet user login that has appropriate privileges to create and edit workflows that use the connector. I have previously been prompted to log in to SF and have successfully gotten data from SF into Smartsheet. Now I want to FORGET that I've ever logged in to SF (I don't…
Offline forms not uploading when connection established
Hello I have a colleague that used the offline form function in the App as directed, captured a lot of data in 7 forms offline, but the data then sat on their phone and never uploaded itself despite them re-establishing a wifi connection. We have successfully used this function elsewhere so not sure what happened in this…
Salesforce Connector Sync - Don't send automation if not synced?
We use SF connector as our go between. We send a lot of automations out from Smartsheet for various reasons. Is there a way for an automation to not send if a row is no longer synced with the connector? IE a customer cancels and therefore is no longer synced and is filtered out by connector. We don't want the daily…
Tracking Expenses and Submitting Invoices/Receipts within Resource Management (RM)
Hello - we are looking to help a customer with tracking expenses in Resource Management (RM). For expenses, how can employees upload and attach receipts? From doing research, it does not look like this is possible within the Time & Expenses tab. Is there an alternative way receipts can be tracked with expense submission OR…
Dynamic View Drop Down
Is it not possible for a field in dynamic view to accept new typed information if the drop down is not set to "restrict to list values only"? here is the field info in dynamic view: Thanks, Frank
