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Document Builder and email delivery
Hello, I would like to use document builder to create employee statements and send them directly from Smartsheet. Creating the document is fairly straightforward but I am not sure if they can be sent via Smartsheet at once. We have done this in the past via a mail merge outside Smartsheet. Does anyone have experience…
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Two DataMesh issues
I am having two issues with datamesh. 1) I set up a data mesh with a frequency of 1 day. Is this what I do for it to run daily? I did this but so far it only runs when I manually run it. 2) My source sheet was set up so the data in one column of cells is separated into different rows in the cell (one cell but the data has…
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USA Map with Report Linking
I am looking to link state reports onto a USA map. The goal is to click on the state and it will take you to that state report. I have tried saving states and creating the map, however there are large gaps between states Anyone have any suggestions or a solution that you may of used. Thank you,
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Formula on Smartsheets API or google apps script that links smartsheet data to google sheets?
I would like to link the smartsheet data to google sheets so that it is updated at real-time. I cannot download apps and I need to figure out a script to link them together. Your help would be much appreciated!
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Rename Folders Provisioned by Control Center
Hello All I have provisioned about 100 project toolkits through Control Center, and I don't like the way the folders in Smartsheet are sorting. Can I rename the folders in Smartsheet without breaking anything with future global updates? I would like to rename the folder for all the projects provisioned to have the unique…
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Creating a new folder in Sharepoint using PowerAutomate from Smartsheet
Hello, I have a flow created in PowerAutomate to create a new folder in Sharepoint whenever a new Smartsheet row is created. The flow almost works, in that it will create the new folder, but it does not properly name the folder. It ignores the first column (#) which is an auto-generated value and only creates the folder…
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Dynamic Reports and Control Center Programs
I am having an issue with our Dynamic Reports. We now have 2 separate Control Center programs that both look at the same Dynamic Report to list all of our high severity risks and issues for our projects. We are actually transitioning from one program to another. All of the projects provisioned from the old program were…
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Document Generation - Mapping sheet Data to DocuSign Form
Hi there - I've set up a sheet/request form combination that eventually requires signature. I've uploaded the PDF form template to the associated DocuSign account, set up the e-sign template in Docusign with everything mapped. The issue I'm running into is when I go to generate the eSign document version and save it as a…
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Actual hours in Utilization report
Hello all, Just a quick question. If people do not report hours in organization (meaning that i don't have any "incurred "hours confirmed or unconfirmed), but do have assignments to the projects, my Utilization report is supposed to show the "actual hours" based on their assignment, correct? Currently it doesn't seem to be…
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Salesforce / Smartsheet Connector: Automate Workflow or Give Team Members Access to Run Workflow
Hi Team, I know there isn't a way to give team member access to run a workflow you created. This functionality would be extremely useful in order to prevent single points of failures. Until this functionality is created, I would like to ask, if there is a workaround. My Example: I have new rows added to my smartsheet based…
