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Discussion List
Pre-filled fields in form
Hi SS Community Is there a way to pre fill form fields (Read Only) from SF by 'email look up'? Or another option that would aid is when a new row is added for a look up to search using email in salesforce and retrieve data into mapped columns of that row? Detailed - All our clients already have membership and is in our…
Smartsheet & DocuSign Integration
Is there a way to add DocuSign (pdf) to the automation page as an action to automatically send the pdf in a workflow?
I am getting the error while provisioning the Project in Smartsheet Control Center
Hello Everyone, I am getting this error while provisioning the Project in Smartsheet Control Center. Can someone please tell me what could be the cause of it? I can not edit the blueprint as I don't have access to the Config sheet. Thank you in advance
How do I share a Dynamic View
I must be missing something very obvious. I've created a Dynamic View of a schedule that is filtered based on a column that contains contacts. I assigned a contact, that didn't automatically alert the person assigned. In the sharing tab of DV I added their email. That didn't alert them. I read in several places in the…
SUM?COUNTIF?SUMIF?
Hello, I would like add up number in the column if a other column =1 could you give me the formula please
Data Mesh vs Data Shuttle
I’m looking to create an end to end workflow which will include 3 sheets. The first sheet with be an intake sheet for stage 1 of the process. There will be an approval within the sheet: of which, I want only certain columns to be moved to another sheet. Obviously, this can be done in SMAR via an automation and all columns…
Edit locked columns via WorkApp
Hello, I have a sheet that is shared to a couple of groups of people. One group has Admin access to the sheet so they can edit locked columns, the other does not (only want them editing certain columns). I would like to have all users access the sheet via a report on a WorkApp. My question is, will the admin access…
How do I set an automation to trigger 3 days before a date in a column?
I have a column in a sheet called Install Date. I need to send out an automated message 3 days before the install date. Am I on the right track doing it this way? I think the first portion is what's throwing me off and my only options say that the trigger is for a date in the past or I have to set a specific date.
Dependency with Teamworks
Hello! I'm new to Smartsheet and trying my best to learn so please be patient with me. We are a small company and are starting to properly organize our team using Smartsheet and TeamWork but we're running into a wall. My boss found out that if you link TeamWork together they both share co-dependence meaning that if you…
DocuSign -Can the DocuSign Integration Attach the Completed File without the Certificate of Summary?
Hi, I've been using the DocuSign integration with Smartsheet. It is working well, except I'm having the following issue with a well intentioned feature: When a signed Document is completed in DocuSign, it is attached to the correct row in Smartsheet (this is a great feature!). However, DocuSign attaches the completed…
