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Discussion List
Smartsheet/DocuSign Integration Query
Hi All, Were currently reviewing some documentation on a smartsheet grid file, there is a checklist created off this file. It is then routing through DocuSign for sign off. Is it possible to amalgamate the document that is being reviewed with the checklist into the one file and sending both through DocuSign at the same…
Smartsheet outlook addin
Hi I was wondering if it is possible to integrate Smartsheet into outlook. I tried to include the add-in but received this message. Please let me know if this is possible. Thanks
Data Shuttle not showing .csv files to upload to Smartsheet
I an in a Shared Google drive where we store Google sheets and .csv files for various Data Shuttle jobs where we import into Smartsheet. When I try to select my new .csv file in that google drive, the only files showing are Google sheets.
Whom should I contact...
...to get my "Account Executive - Expansion" to STOP emailing me?!?!?! I have repeatedly asked this guy to stop with his sales pitches. He has never answered a single email from me when I request specific information (ex: I would like some pricing information on Data Shuttle...) yet he continues to send me "exciting new…
qTest Insight Report - embed into a Dashboard Widget?
Hello - I have a report out of qTest Insight that I would like to embed into Smartsheet - I have done this with Jira Dashboards without issue however when I try to paste in the embed code for the Insight report into Smartsheets I get an error. Is this something that is not supported?
What are the main points of these premium apps? For an absolute newbie
Data Mesh, Dynamic View & Pivot? What are the purposes of these?? Dynamic view sounds like a Report? Pivot converts my sheet into a Pivot? What exactly is the purpose of Data Mesh? I have a sheet with data not in a primary column. I would like to be able to make a second sheet where all the data from the first sheet are…
Data Shuttle
I'm setting up my first data shuttle config... I want to set up a workflow that onloads specific isolated data from a Excel file on BOX and i want it to update the spend column on my smart sheet. The config is asking please select a unique identifier column at the name your workflow stage. Is this a issue because I'm…
How to create a link on a sheet in the row created by a form submission
Form --> Sheet --> DynamicView We use a form to collect some basic information from new staff regarding remote work. The contents of this form are made available to the managers for review and approval of the remote work conditions. We use DynamicView to display the submissions because it is easy to show each manager only…
Control Center - Attachments
Hi - If I add an attachment to the Intake Sheet after the Profile Data sheet is generated will the attachments get updated? I see that it will add the attachment if it's already on the intake sheet row before it's triggered to create the folder for the project. But I want it to add new attachments like it does for the cell…
How do I identify what the blueprint error is?
Every time I go through and re-save a blueprint, I get this error. I have no idea what it is is referencing and not noticing any issues in my template source or when creating a new project. Any ideas?