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Document Builder from a report
I introduced document builder to my main intake sheet however when I go to generate a document from a report the fillable pdf. template I loaded is not there. The functionality to generate a document is active...do I have to load my template on every report? Any one else have this issue?
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Assign role/discipline in 10,000ft?
Hi there. I have several team members already in 10,000ft and I'd like to assign their role and discipline. I can't seem to find how to do this other than when you initially set them up in the system. Does anyone know where to find this? Thanks!
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Embedding Metabase Charts in Dashboards and WorkApps
I'm trying to embed a Metabase report and/or charts into a dashboard using the Web Content Widget. I got an error message "We couldn't find any embeddable content from this link." Is there a way display their charts within my dashboard? Here's an example of a chart I'd like to embed. Thanks!
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How to set the start of Q1 within the Calendar App?
We have a really nice timeline view of our work using the Calendar App and it would be really handy to be able to display the Week Number or even view by Quarter. However the interface doesn't seem to honor the the "Quarter Start Month" setting and always uses February. I expect Q1 to be from Jan 01 to Mar 31, not Feb 01…
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Create Chart from Dropdown (Multiple Select)
Hi and Thanks In Advance, Essentially I would like to create a chart based on one column of Dropdown (Single Select) data (Status) and one column of Drop Down (Multiple Select) data (Goal). I'm aware I will probably need a helper column somewhere in there, but I cant get ym head around what it might be. Each row of data is…
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Control Center Summary Rollup and use of Primary Column
This one has got me stumped. In our original Summary Rollup Sheet that was setup by Smartsheet staff, we have our Project Number defined as the primary column which is nice and neat for the variety of reports we generate from it: But when I created a secondary Summary Sheet, the Primary Column became some sort of…
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Integrate with Microsoft Access
Does Smartsheet allow for integration with Access database tables? Is this something that a connector is needed for; such as Data Uploader? Will the integration work with older editions of Access or only Microsoft 365?
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Calendar App - Details view of multi-select fields
Hello! On Calendar App, I'm having an issue with multi-select fields not showing up on the details view when multiple items are selected. However, when only 1 of the multi-select options is chosen, it does appear on the details view. See screenshots attached. Any ideas? My workaround for now is to include the multi-select…
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Has anyone integrated Five9, Zoho or Kayako with Smartsheet? manually or otherwise?
we have a call center who manages multiple intake, call and ticket programs to do their work. we are trying to create a task 'hub' so we can track workload across platforms. has anyone used Five9, Zoho or Kayako, either with an API, a coded integration or with a manual import, or any other means of connecting them?
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Mass file transfer from One Drive folders to Smartsheet Attachments
Hello, I'm wondering if this is possible through the One Drive connector, any automation tool, or API. I have roughly ~1,000 folders in OneDrive, and the folders are named by client ID. Each client has 1 row in a smartsheet tracker, and the primary column is the client ID. The goal is to have all of the attachments in each…
