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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…
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Smartsheet ODBC Add-On
Hi - I hope everyone is doing well. Is there a Smartsheet add-ons that allows bi directional ODBC connectivity with other applications? We would like to refresh the sheets in Smartsheet via ODBC connections from various applications. Thanks in advance.
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How to "GET" from an xml file?
My company is using a helpdesk/support ticket/eForm program to receive requests, and then manually entering those tasks into smartsheet. The program will allow me to POST the data via XML at the same time as form submission. I am trying to figure out how to automate this so that the data will then automatically be passed…
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Export Smartsheet data to PowerPoint Slide
Hi all, I am looking for a way to export my smartsheet data not to excel but to a powerpoint or other type of one pager solution that shows the data not in a table format but in some nice blocks etc. Is there any way to do that? Thanks, Judith
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Integrating Smartsheet with Peoplesoft?
I have a specific use case and looking for the best solution. Currently, our managers are making updates to staff in peoplesoft such as contact info and salary info. We would like to use smartsheet to collect that same information from managers/staff with automated emails, and then automatically update peoplesoft with the…
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Control Center - Moving Folders
All of our projects are provisioned into an "Active Courses" Folder. We currently have 125+ folders for our 2021 activities. We are going to start provisioning new project folders for the 2022 year. Clients will continue to use the current project files, so we cannot archive these yet. My thought is to create a 2022 folder…
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Smartsheet - Salesforce Connector: Sheets no longer syncing?
Hello, Our team relies on the Smartsheet/Salesforce connector to keep our project management sheet synced with Salesforce. Unfortunately, sometime on Monday, July 12 the connector stopped syncing and no info or data is being transmitted in either direction (SS --> SF or SF -->SS) Is there an easy way to re-boot the…
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Admin Dynamic views
How to I find out how many dynamic views my organization is using?
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Double Entries on Pivot Sheet Returned via Pivot App
I have a pivot table set to update immediately via Pivot App, but whenever I add to/refresh the data in the source sheet, the pivot table will often reflect duplicate rows/values. I have a source sheet with individual lines of data for a resource's time on each project he/she is working on. In the returned pivot sheet,…
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Success stories for Smartsheet - 10,000 Feet integration?
The Smartsheet community is pretty established, but curious how many companies are also successfully using 10k'? ... there aren't many topics that emerge here for that product, so I thought I'd ask the general question. Our agency has been working with both tools for about 6 months, and I'm glad to see us getting more…
