-
How to connect to Dynamics 365 using the Smartsheet Connector
Has anyone had success in connecting Smartsheet with Dynamics 365? I have done what I can on the Azure AD side of things with registering the Smartsheet Connector as an app and adding user permissions. However, when I try to set up the Smartsheet workflow against a sheet, it appears that the Smartsheet side of things is…
-
Enhanced Global Updates - Very restrictive
I was looking forward to the Enhanced Global Updates since CC is so glitchy and needs major improvements. However, after reading the restrictions on 'eligible' blueprints, it's disappointing that this release cannot be used in our instance. Is this really the case, that most 'Enterprise' plans store one project in one…
-
"New" Outlook Add-in Not Working
Outlook kept prompting me to switch to "new" Outlook, but my Smartsheet add-in isn't functioning with it. I believe it's a SS issue, not a system administrator issue because other add-ins I used previously are working just fine (Box, OneNote, Teams). Will this be fixed soon?
-
If you use Smartsheet EU, is the Outlook Integration (NAA) working for you?
If you use Smartsheet EU, is the Outlook Integration (NAA) working for you?
-
Moved: Are Automations the BEST WAY to clear a sheet before a Bridge Workflow is run?
This discussion has been moved.
-
Moved: Chart Widgets Are Broken???
This discussion has been moved.
-
Bridge and ServiceNow for new row
I am clearly missing something… Overall simple workflow New row in Smartsheet is added —> create a record in ServiceNow. I can get it all to work just as I want it if I define the row. However, I don't know how to define a row that doesn't exist, yet. Any help with this would be greatly appreciated.
-
IF Formula
Hi - Below is my current formula that i am receiving an #INCORRECT ARGUMENT SET error on, and here is what i'm trying to obtain: If Scope Request is checked AND Scope Approved is checked, then "Committed" , if Scope Request is checked and Scope Approved is unchecked, "Identified" , if neither Scope Request nor Scope…
-
How do I ensure the PDF doesn't save to attachments using the Docusign Integration
Hi all, Hoping someone can help. Using the docusign integration and it works great, only issue I'm having is that the PDF of the completed contract is saving to the attachments automatically. Is there a way or turning off this feature so that the attachments stay clear?
-
Advanced Sharing/Permissions in Control Center
I have 3 template sheets in my blueprint, but only 1 sheet needs to be shared with external users. I'm using this advanced sharing to give these 2 individuals access to only the "Plan" but they cannot view any of the sheets still unless i share the workspace (which i do not want to do as there is confidential information…