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DocuSign Powerform Integration
I have seen in several places that Smartsheet integrates with DocuSign Powerforms. Does anyone know how to set this up? I have been able to send information using the standard DocuSign integration but am getting lost using the Powerform URL and understanding how to tie it back to Smartsheet.
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Dynamic view access
I created a dynamic view off of a sheet to allow managers to view ergonomic assessments. Generally, it's been working with little complaints. Today I had a manager reach out that the link wasn't working saying "URL not found". I checked that she was, in fact, the listed manager within the sheet column and added myself to…
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Update sheet with imported data and manually added rows/columns
Hi, I have a sheet with imported data from excel. I want to add sub rows. When I update the imported data, will the added sub rows delete? same for added columns. If I add columns to the imported data sheet, will the columns delete?
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Alerts to MS Teams: Was working for years, now asking to add organization
Hi all, I have several automations/workflows set to send alerts to MS Teams. The channels are public and the alert settings are unrestricted. They worked just fine for several years. Suddenly, this week I received emails that the workflows couldn't run. When I checked them, the organization was no longer selected. I tried…
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Can you have a live connector from one smartsheet to another smartsheet?
Is there a way to have live data from one smartsheet to another smartsheet? let's say that one row from the "child" smartsheet is being updated and the "master" smartsheet gets updated based on the values from the "child" or vice versa
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Help with DocuSign mappings
Hi all, I'm looking for some help with a DocuSign integration. I have built an automation that sends onboarding paperwork to independent contractors. When I go to map fields to the forms, it allows me to include 2 columns from my primary grid. I'm looking to map the contractor's NAME and EMAIL address to the forms. I can…
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Action To Create a New Sheet When a Condition Is Met
Is it possible to have a new sheet created through automation when a new row is added to a sheet? For instance, when a customer name is added to our customer sheet, I would like a new sheet to be created, using the customer name as the sheet name. There are several action options, but none that create a sheet (that I can…
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Is there document intelligence/AI ability in Smartsheet?
Hello. I am looking for a tool that can take attachments add to a Smartsheet row and automatically read them and paste some of the specific elements into different cells in Smartsheet. Does something like this exist currently in Smartsheet? The only AI I saw was a gen. intelligence bot. If not, does anyone know how to…
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Combine Multiple Sheets with Live Data using Data Mesh
I have 5 Metric Sheets that come from a Master form sourced sheet. I want to combine the 5 Metric Sheets into one Master Metric sheet that updates live WITH the formulas that are already in the metric sheets. I have combined all 5 Metric Sheets into one Master Metric Report and tried Data Mesh, into a blank Master Metric…
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Outlook Calendar Integration & Two-way updates/views
Hi all - I would like to have a two-way calendar with Outlook and a calendar I have in Smartsheet. Is it possible to create an event in Outlook and have it appear in Smartsheet? I see a way to show a read only version of the Smartsheet calendar in Outlook but was not sure if my use case is possible. Thanks!
