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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…
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How to embed a calendar to a Form
Hi , We are using Smartsheet form to sign up for move pack appointments. How can I embed a calendar into a sign up form? I have 9 days and 6 timeslots each day. I am using CountIF formula to alert when a cap of 9 sign-ups reached. I am trying to find a better way to manage an hourly sign-up capacity. If I can show the sign…
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Control Center Project Plan doesn't update Master Summary Rollup sheet until project plan is saved.
I have a formula on the project plan template which uses the TODAY() fx to identify when tasks are at risk because they are overdue. Project plans are linked in Control Center to a master rollup. The risk flag doesn't link until the project plan has been opened and saved. Is there a fix for this? The problem is the…
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Dynamic View Sharing
I want to share the view based off of the contact column in the source sheet. The contacts added to the source sheet are all external clients. Is there a way for me to share the view to all contacts in the source sheet column and for it to automatically update when new contacts are added? I want the client only to be able…
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Logged in user filter on report in WorkApp
I have a report that is filtered by the logged in user. I have published that report to a WorkApp. My user can see all users' information on the report via the WorkApp, not just their own. However, if she looks at the sheet directly in Smartsheet, she only sees her information. Is there a trick (like the "Dashboard Viewer"…
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Smartsheet Merge with Google Docs add-on
I have text wrapped turned off in my sheet. However, when I use the smartsheet google doc add on and get to the select row window the preview window shows rows with much large cell heights - it does wrap the text in the preview window. I would like the rows to be close together instead of large spaces. Is there a way to…
