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Active Directory Integration
Hello, We have recently setup our Active Directory Integration. Are we able to pull data that is included in AD into a sheet in Smartsheet? For example: Name, Title, Department? And if so, how? Thanks, Melitta
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Why is my global update to add profile data coming in blank in tests?
Hi all, I'm trying to make a global update to add a new profile data point (created date) to metadata and summaries. I've tried doing it with both the system created date column and a helper column replicating the created date column (read in another discussion that I should try that). Both result in an incomplete data row…
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Barcode Scanning for Small Barcodes
I'm not sure how popular the barcode scanning function is in Smartsheet, so I'm hoping there is a user base that can help me. We have an asset inventory list that includes barcode values. The barcodes are Code-128, which is readable by Smartsheet. The barcodes exist on stickers on each piece of equipment. The stickers are…
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Data Shuttle Filters
Hello, Is it possible for have a filter for an upload workflow in Data Shuttle be based on a date. I am trying to only pull in data from an Excel file where the value in the column is on or after 5/31/2023. Thank you
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Data Mesh "Update Immediately"
Hi there - I'm curious if any one can help explain how Data Mesh's Update Immediately works? Or maybe understand what's happening as it's no longer updating. In my source sheet: ID (made from auto # feature) then contact info. In my target sheet: ID & contact info, plus other data columns. I have my look-up value set to…
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DocuSign Integration: Logging in with alternative account
We're starting to use the DocuSign integrations since we've already been using it, and like the automation offered through Smartsheet. When I set up the DocuSign and created the two mappings we have for this project, I logged into my user account with DocuSign. However, I now realize that the envelopes are sending as…
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Data Mesh Unmatched & Unaffected
I'm having issues with my Data Mesh config seeing the data, but not acknowledging that it needs to move the rows over. 0 Total rows affected 66 Total rows unaffected 0 Total duplicates in Source 57 Total rows unmatched 0 Total formula cells skipped 0 Total nonexistent data fields mappings skipped 0 Total new rows added I…
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I want to establish a workflow to copy rows in "Smartsheet #2" if a new row is added in "Smartsheet
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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!
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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…
