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Smartsheet Form and Salesforce Connector
We are collecting data using a web form in Smartsheet for open activities and logging calls/meetings. I need a way to get the Salesforce Record ID into this sheet so that it will send this information Salesforce. Ideas? VLOOKUP formula? It's around 200 ID's.
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Data Mesh or Formula - what takes precedence
I have taken ownership of a sheet which is updated by a Data Mesh. I do not have access to the Data Mesh and the person who does is not currently available to transfer it to me or delete it. I changed the columns being updated by the Data Mesh to use lookup formulas because I need the report to update immediately. The Data…
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Connecting Smartsheet in WFX?
Hi all! My company uses WFX as another one of our applications. Has anyone ever had experience connecting this application with Smartsheet? I personally do not have a lot of WFX experience, but the question came up if we could get them to talk. Thanks!
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Is there a workaround way to sync contact column/symbol/auto number in Unito?
Hi, I recently found out you can use Unito to copy rows with selected columns to another sheet. However, since they are still in the Beta phase, certain column types are not yet supported. Do you know a way to work around it? Below is what I found from Unito website: What this integration doesn't support (yet!) Some of…
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Pivot Count Formula Column
Does Pivot count values in a formula column? I've tried to write a pivot from a Report source where the column and values are the same formula column - it runs endlessly "Creating". Help Please
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Google Sheet Embedded in Dashboard Not Editable
Hi folks, I was able to embed a google sheet into a smartsheet dashboard using the web content widget. I allowed the third party cookies and am now able to see the sheet that is embedded. The problem is that I cannot edit it! Is there something I am missing? I have tried in both firefox and chrome. Thanks, Leah
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Export Smartsheet attachments to OneDrive
Hi! I'm using Smartsheet to gather information through forms. People fill in a form, they add a picture in the submission, and all this gets saved in a sheet. Eventually, I receive rows filled with information in Smartsheet and for each row there is a picture attached. I need these pictures not only within Smartsheet, but…
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Links from automations no longer go to the link, they open the Smartsheet item I was on
Links from automations no longer take you to the link, they open the Smartsheet item last opened. This is happening to all individuals at my organization. Started a few weeks ago.
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Jira - Filtered out by connector not working?
I have a sheet where I am adding information on top of what is available in jira to help prioritize work. My jira filter only include issues that have a resolution of unresolved. When issues were completed and no longer unresolved, they would move to the filtered out by connector group at the top of my sheet. That seems to…
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Bridge vs. Zapier vs. UiPath vs. ???
I'd love to hear feedback and use cases for anyone using Bridge, UiPath, Zapier, or another external system in tandem with Smartsheet (yes, I know Bridge is a Smartsheet product). I've used Zapier in the past, but only for simple tasks. The company I recently joined is using a lot of Power Automate and Flows and it feels…