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Teams Integration - Free user cannot add Teams integration in notification settings
Our org "lives" in Teams, so the integration from Smartsheet was a masive selling point. However, one of our Free Users is unable to integrate with Teams. In the personal settings/notifications, the checkboxes to add Teams is not appearing. When attempting to add in Teams integration, she only sees "Learn More" then is…
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Generating Links on Provisioned Projects
Is there a way to generate cell links from Intake Sheet to projects that have been provisioned already, in bulk? We've just added a few new data points to our Intake and did a global update to add those new fields to every project metric & metadata sheet. The blueprint has been updated and the new fields are linked to our…
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Dynamic View and Formulas on smartsheet
We have created a source sheet to collect data, in the source sheet we used formulas to pull in (cross-reference) data from other smartsheets. When we created the dynamic view from this source sheet our team members are unable to update the information in the dynamic view. From digging around we have found out that using…
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Voice activated responses
Hi, I am wondering if Smartsheet has any integrations or add ons that will allow to me to verbally ask a particular question(s) and obtain the details that exist within the Smartsheet. So for example, if I have a row with data including the customer's name, I would like to ask, how much is the deductible that customer…
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Data Shuttle to import Children rows based on another column?
So we have Assets in Smartsheet that are part of a Project sheet. For each type of Asset (Asset Type is it's own dropdown column), I would like to pull in a set of 'steps' (children) from another Smartsheet or some source file. So if the Asset type is Workbook I'd like to automatically add child rows to the asset that…
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Calendar App: Creating a marketing calendar
This discussion was created from comments split from: Trouble with Calendar App Group Data.
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Creating Price Book Entries in Custom Price Books with Salesforce Connector
Good morning, I'm wondering if anyone has experience creating price book entries in custom price books using the Salesforce Connector? We're able to add and update products from Smartsheet into Salesforce, and we're able to create a new custom price book from Smartsheet to Salesforce. But I'm hitting a brickwall when it…
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Grouped Templates and Dashboards
Hi All, I was curious if anyone has some examples of how you use grouped templates and have that data roll up into a metric sheet/dashboard. For example, I have a template group with 2 schedules (one accelerated, and another standard). By default I have the standard schedule selected. When a PM comes in to create a…
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Calendar view in the Smartsheet
Hello Everyone, Hope you doing great I would like to know what would be the proper use of the Calendar app? How it is different from the regular Smartsheet calendar view. Can we show data from the multiple sheets
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Transfer sheet automation workflows
Hello everyone, I have transfered the ownership of all my elements (workspaces, sheets, etc.) to another user. In some sheet I have created automated workflows (alerts), do you know if the user will have to recreate all the automated workflows or is it part of the transfert ? Thank you for your help, have a nice day,…
