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Discussion List
Document Control
I'm wondering if anyone has used Smartsheet to set up a Document Control process, and if you have any suggestions to how I might get started with that. I would like to have a form log that generates sequential form numbers as well as a way to keep completed forms with a single access point. Automated approvals would be…
automation and documents
Hi- I am looking to automate and send documents generating from a new row being added. Is there any work-around or hack to use docusign without a enterprise account? I am having new employees add their info with a form and i would like to autogenerate a contract sent to them to sign
Is there a way to generate documents via automation?
I know the answer is no for base smartsheet, but I saw people recommending add-ons like Zapier to achieve the same goal. I’m not sure if they were referring to the same thing I want though. What I want to do is have a column that is Yes/No or a checkbox. If a cell is Yes, it’ll automatically generate a document/autofill a…
Datamesh Issue
I have few data meshes where is should populate the data into targeted sheet immediately, which isn't working at the moment. Any ideas? Below are the conditions that I've for the data meshes:
Control Center: Report from Intake or Rollup?
General "best practices" question. Do you do your reporting from the Intake or Summary Rollup sheet?
Add more than one column data to chart (x,y scatter)
Hello, I am trying to generate a chart from a report that contains three columns. The first is the subject (label), the second the day (time to be plotted on the x axis) and the quantity (to be plotted on the y-axis). Since I am plotting from a report, I don't want to reformat the x data to columns as other posts have…
Meeting reccurrent
Hello, We have a lot of reccurrent meeting with a lot of people attendance. We would like just invite the good people at the good level with automatisation according to subjects. Anyone have a solution for us?
Is it possible to embed custom HTML or JavaScript in the smartsheet dashboard?
Hello, I am trying to embed an interactive dropdown menu created using HTML in the smartsheet dashboard using the Web Content widget. It was embedded but it showed up as an error. I want to know if anyone tried to embed HTML or even JavaScript into the dashboard. If it is possible please let me know. Thank you!
DocuSign - Could not Send Any Envelopes
Hi, I signed up for a 30 day trial of DocuSign to complement my Smartsheet license. I carried out all the steps shown on the YouTube video @ https://www.youtube.com/watch?v=H4tVliJRlZI. It seemed fairly straightforward but unfortunately it didn't work for me. The last step is to click the "Generate" button for row but when…
Are there Add-Ons for process modeling like BPMN ?
Hello together, Does Smartsheet offer any app/add-on to model processes, so for example with BPMN or can you integrate something to Smartsheet. I am new here and need this knowledge for my bachelor thesis. Currently I haven't found anything about it yet. I am grateful for any help. Best regards