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Discussion List
Dynamic View Details Pane not allowing for entry
Hello, I have been working to set up a Smartsheet Dynamic View for as a way to receive requests from partners outside of my team. Some the things being tracked there are a few dates pictured below. One of the fields does not allow to be edited in the Dynamic view despite having the same settings as other date fields that…
baseline doesn't reflect the new added task start and end date
few weeks post we added the tasks , we needed to add new shared tasks , when we filled the start and end dates , they didn't reflect in the baseline start and end date , as workaround , I had to reset the baseline then it could reflect all tasks start and end dates , but this is not practical to keep resenting the baseline…
WorkApp Roles
Concerning WorkApps, in the event that a user is assigned to multiple roles, why do they have to toggle between what role they are? Why can't they just see all possible sheets that they should be able to view? Is there any way to combine the viewable content so that the user doesn't have to toggle between which role they…
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.
