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Generate Documents - Smartsheet / DocuSign integration won't let me put fields into PDF
We are trying to create documents that customers can sign electronically and return to us. We want to be able to do this totally online, if possible, as some of our customers live out in remote rural areas and having them spend hours driving into town to sign physical paper documents can be a hardship on them. DocuSign…
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Dynamic view not showing the correct date format
Hi, My Source sheet has the date format as dd-mmm-yyyy. The dynamic view however shows the values in dd-mm-yyyy and mm-dd-yyyy - How can I get the dynamic view to show the correct format? Report from the source file: Dynamic view:
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Button to add text to pictures is missing in Android app
Hi, According to the following help article there should be a button to add text to pictures when uploading pictures with the Android app. This button is missing in the app on my phone and on my tablet. I updated both devices to Version 9.3.0 Build 323. Is it possible to solve this? Screenshot from the article: Screenshot…
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Can I get alert for update request in Microsoft teams? (not as a bot, but as in team's chat)
Hi All I am trying to send an update request via microsoft teams and I successfully set up a workflow. But, the problem is the link to update the request is only coming from a bot of smartsheet rather than into the team(group) created. Under group, it is giving just a message that this user made an update. Is there any way…
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Add Form to project Dashboard in blueprint?
i want to avoid access to sheets entirely if at all possible to reduce chance of people changing formatting or columns or formulas. so im setting up reports and forms for everything in my blueprint. however i realized that the form added to individual project dashboards to submit RAID's does not update once project is…
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Cross Sheet Formulas within blueprint - Control Center
I am trying to leverage index/match across various sheets within my blueprint. This is faster/easier to maintain, but after creating a project or two the references still point back to my blueprint and not the new versions of the projects. do cross sheet references not update dynamically to the new projects? or are they…
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Sketchpad or similar?
I am trying to convert a paper form to smartsheet but one section in the form requires users to be able to draw in simple diagrams as needed. Does and sort of sketchpad or similar integration like this exist?
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How to configure direct message update requests in Microsoft Teams
Hi everyone, I've integrated Smartsheet with MS Teams and have successfully sent notifications to a channel. I would like to add Update Requests in Teams direct messages but am unsure how to get it to work, and am finding little useful information on how to do this in a step by step manner. All I see is direction to enable…
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Data Shuttle Not Recognizing Smartsheet Source File
I have tried 100 times to link my source file (Smartsheet File) to another Target (Smartsheet File) and the source file will not map at all. I have data that is exported from SAP that I need to upload weekly, however, when I upload the data to smartsheet a new smartsheet is created. I can not link formulas every week. So I…
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Unable to view dynamic view associated with non-primary email address
Hi, I have a user with 2 email addresses associated with the smartsheet account. They are unable to view a dynamic view based on current user where the contact info is for the non-primary email. Is this an error or is that just the underlying logic telling me the contact info doesn't agree? Any work arounds or should I…
