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Discussion List
DataMesh - Add More Target Sheets to Existing Configuration
What are the steps to add more sheets to Step 2 - Select Target Sheet(s) to an existing configuration. I've clicked the gear, clicked previous but cannot get back to the Step 2 to add more target sheets. Help please or is this not an option for this feature? Thank you!
Dynamic View Attachments
Would like to be able to include attachments (add/view) in Dynamic View.
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.
Any success creating a new Jira ticket from Smartsheet using the Jira Connector?
This is supposed to be doable. I created a Smartsheet sheet that has all of the required Jira fields as columns. From the sheet I created a Smartsheet Form to collect all of these Jira fields. I then connected to our Jira instance with the Smartsheet Jira Connector and made sure the field mappings were bidirectional. No…
Control Center Multi-Tier Auto-Provision
I'm looking to automate the provisioning of multi-tier projects in Control Center, but I wasn't sure how to pick the parent project for a particular provision. Is it even possible?
How do I import multiple excel files into one Smartsheet sheet using data shuttle?
I have approximately 30 project plans that I am trying to combine into one master project plan for a specific department. I want to do this via data shuttle so that I can set up automations for when a task is either started or completed to go directly to the project manager so they can input the actual date, as the…
Can Dynamic Views be manipulated via the API?
Our business is considering adding Dynamic Views, but we would want to set them up/manage them programmatically. Is this possible?
Can I setup a Default Filter in Dynamic View?
I can setup a default filter in the sheet through the Share Button, but I can't find anywhere where I can do same in Dynamic View? Is this possible?
Bridge
Hi, I've just gotten access to the Bridge connector, and one question/request that I have is related to the Smartsheet/Resource Management integration. I have a PTO Smartsheet to track holiday requests, with an approval workflow associated with it. Currently, when the assigned manager approves the leave, an automated email…
How can I filter and sort by date in a dynamic view?
I've looked through the forums and see that filtering and sorting by dates in Dynamic view isn't a feature. Has anyone found a work around for that within the sheet you're pulling the data from? I need to be able to have a checklist maintained and the date displayed in the dynamic view. It's easy enough to set that up, but…
