-
Smartsheet and salesforce integration.
I need help and suggestion for one of the scenario. So, on smart sheet for each project we have some total risk and total issue counts. Now we want to get this data integrated on salesforce (integration will be enabled) . So now I need suggestion and steps how do we do this. option 1: create salesforce connecter for each…
-
Salesforce Connector - Can you insert from a Smartsheet Form into Salesforce to create a case.
Basically we are using Smartsheet forms to collect information. We need to create a unique case in Smartsheet and pass that into Salesforce. So far we can't connect the workflow because Case ID doesn't exist yet in Salesforce. We need the integration to create that record in Salesforce to import that information from…
-
I am looking to add a visualization that can plot 3 scores on a heat graph showing Red/Yellow/Green?
Can I connect Smartsheet to Tableau or another source to built a report that looks like this? I want it to be dynamic with colors on the chart being associated with the scale. Is there away to have a graph that plots these 3 risk areas on a chart like this? Currently it only looks like I can have a bar chart showing the…
-
Dynamic shuttle - Drop down to show alphabetically
Hi, I have a Program drop down in my projects sheet which currently is manually populated using a report from the programs list. With data shuttle, I have managed to get an extract of program names into the attachment and then data upload to the drop down. However, this is not alphabetical anymore and takes the literal…
-
Google Calendar sync is working but how do I align time slots
Hi all, I'm working with Smarthsheet "Schedule of Classes", and I want to display it on a Google site. But, the account manager has blocked the Read-Only - HTML version for publishing. Since the company has connected accounts via Google I was able to create and sync a new G-Calendar. My sheet has start and end times, but…
-
Importing Dates with Data Uploader
The source data that I download to an excel file from the external system is in this format " 11/2/2020 10:59 AM". Smartsheet does not recognize this as a date when imported into a date cell. I am using the dates to chart year over year data. The only way I've been able to get it to work is to change the column to a text…
-
Data Uploader / Data Shuttle
Anyone else finding that the move to Data Shuttle has resulted in a downgrade of functionality? 1. Source - Used to be able to type the source of the data, now there's the extra step of having to expand the folder that it's in. 2. Target - Used to be able to select "Same as Source" or type the target sheet, now there's the…
-
More customizable/specific sharing options
Hello all, I'm new to Smartsheet and am discovering the limitations when it comes to sharing. First, I'm surprised that sharing folders isn't possible. I understand that Workspaces are intended to make up for this but I guess what I'm lacking is the ability to choose specifically what I share within a workspace. What I'm…
-
Docubuilder and Docusign integration not attaching file to row
Hi there, I'm using the Docubuilder and Docusing integration and noticed the pdfs are not attaching to the row once completed. From what I have read it seems like this should be happening. Can someone please help me with this - am I doing something wrong in the settings? Thank you
-
How can I fill out columns in the sheet from another sheet?
Hi Team. I am working on integrating data from 2 sheets. For instance, in sheet 1 we have Project ID, Resource Assignment, Time Allocation. In sheet 2, we have "Project ID", "Category", "Product Manager". I would love to make a sheet including below information: "Project ID"( sheet 1) , "Category Name, Product Manager"…
