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Help with DocuSign mappings
Hi all, I'm looking for some help with a DocuSign integration. I have built an automation that sends onboarding paperwork to independent contractors. When I go to map fields to the forms, it allows me to include 2 columns from my primary grid. I'm looking to map the contractor's NAME and EMAIL address to the forms. I can…
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Action To Create a New Sheet When a Condition Is Met
Is it possible to have a new sheet created through automation when a new row is added to a sheet? For instance, when a customer name is added to our customer sheet, I would like a new sheet to be created, using the customer name as the sheet name. There are several action options, but none that create a sheet (that I can…
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Is there document intelligence/AI ability in Smartsheet?
Hello. I am looking for a tool that can take attachments add to a Smartsheet row and automatically read them and paste some of the specific elements into different cells in Smartsheet. Does something like this exist currently in Smartsheet? The only AI I saw was a gen. intelligence bot. If not, does anyone know how to…
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Combine Multiple Sheets with Live Data using Data Mesh
I have 5 Metric Sheets that come from a Master form sourced sheet. I want to combine the 5 Metric Sheets into one Master Metric sheet that updates live WITH the formulas that are already in the metric sheets. I have combined all 5 Metric Sheets into one Master Metric Report and tried Data Mesh, into a blank Master Metric…
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Outlook Calendar Integration & Two-way updates/views
Hi all - I would like to have a two-way calendar with Outlook and a calendar I have in Smartsheet. Is it possible to create an event in Outlook and have it appear in Smartsheet? I see a way to show a read only version of the Smartsheet calendar in Outlook but was not sure if my use case is possible. Thanks!
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Learning about Pivot App
This discussion was created from comments split from: Pivot App.
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How to use Smartsheet syn data to google sheet at Real time
I want export or data in smartsheet to google sheet at real time.
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Dynamic view conditional column hide logic in details panel not woorking
I would like to use relational column logic and it is suppose to work in dynamic view form. I want dynamic view input form to show fields based upon option selected in preceding field. For eg: I have a field "channel" which have options "Email" and "Social". now, when i select "email" in channel form should show "email…
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Data Shuttle Offload from Smartsheet to Google Sheet - Append vs Overwrite
Hi! I am offloading data from a smartsheet with filters into a Google Sheet and I would really like to simply append any new data rather than overwrite. We are using the offload to create a task list where we wll add a notes column to the right, but since it overwrites every offload, we can not use it in that manner. Is it…
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Remaining Working Days Calculation
Howdy, I have been looking at various community posts, and I am still unable to find an answer. COLUMN D is DUE DATE COLUMN E is WORKING DAYS REMAINING Row 1, Column D date is 9/29/24. What is the formula I can use in Row 1, Column E that I can copy down the rest of the sheet?
