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DocuSign Integration Issue
I have an issue with the DocuSign integration , it will not generate any documents for processing on multiple reports. "error has occured" is the only response i receive, i cannot log into the document editor on smartsheet either to see if links have been broken in any way.
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Data Shuttle sign into Google Drive
I am trying to point an existing Data Shuttle workflow to point to a different sheet on my Google Drive and I am getting an error when trying to log into Google Drive from the Data Shuttle editor. I get the following error message from Google More detail: I click the search icon and get the option to Sign In When I click…
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Token Expired - Smartsheet Integration with Formstack
Hello! We use Formstack for creating complex forms and their Smartsheet integration for recording results of those forms. We started receiving errors that our "token" has expired on a number of our forms, but not all of them, and have no idea what this is referencing or how to fix it. We're really hoping we don't have to…
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Calendar Merge
I have create an automated travel process in Smartsheet for our organization. I would like to know how I can link the Smartsheet calendar with an Outlook calendar so I can display it on a SharePoint site. Thank you
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I made a workflow to link my smartsheet to a Jira project. However, my smartsheet is not updating.
I created a workflow to link my smartsheet to the primary Jira project our team uses. I did filter by assignee name as there are nearly 2000 issues in the project I am using. I know the filter is correct, however the smartsheet is not updating. Does it typically take more than a day for the smartsheet to update after a…
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WorkApps
Hello, I have two questions about WorkApps in Smartsheet. How do I get the WorkApp collaborator access to unlock for non-licensed users? It tells me to contact a system admin. But where would that system admin even find the feature to unlock access? How do I get WorkApps to integrate with Procore. I have installed the…
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Document Builder Issues
I've got a form-filled PDF and had the font size in the form fields on Auto. One of the fields Document Builder filled in instead of changing the font size to make it fit wrapped it in the field which made it too close to the field below it. So I made sure "Scroll Long Text" wasn't checked in the field and tried again but…
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Standard Document Creation from status update
Hi there - TLDR; I want smartsheet to create and standard document and have it sent to an email address every time a certain row changes to a new status. Is this possible? TL; I own a wholesale plumbing supply company. We have a large material (water heater, etc) consignment program where we'll place material in our…
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can I filter on a name field where the value contains more than one text string?
Using the salesforce connector workflow I wish to filter where team member name contains 'Fred', Bill', "florence' I see that I cannot create separate OR conditions as AND appears the only option. So can I achieve the same result another way?
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Can I pull data from Tableau into Smartsheet?
Hi all! I know you can connect Smartsheet to Tableau, to publish Smartsheet data in Tableau but can you go the other way, and pull data from Tableau into a sheet in Smartsheet? I'm trying make things flow a little better for our team and reduce errors from inputting data manually. Thanks! Emily
