Product questions?
Ask it here! The community's got your back.

Add Ons and Integrations

Ask questions about Control Center, Dynamic View, DataMesh, Pivot App, Calendar App, or WorkApps. Discuss connecting Smartsheet to your other systems with integrations such as Bridge, Data Shuttle, the Jira connector, and the Salesforce connector.

Archive rows on Target sheet if they are not on Source Sheet - using Data Uploader
Hi, I'm looking for a way to have rows archive on my target sheet if there is no match on the source sheet. I know there's an option to have those rows deleted, but I don't want to do that. I would want to have them move to another sheet so that I still have record of them. Any ideas?
Summarizing qualitative data across multiple sheets
I am trying to summarize engagement types by state across multiple project sheets. What is the best way to do this?
Accessing form fields in form submission URL
Is it possible to access form field values to pass them as a query string in the form submission URL Example below;
Expandable CRM
Has anyone integrated Expandable CRM with Smartsheet? Any lessons learned?
Document Control Using Smartsheets (Construction Industry)
Hi Team, I work in the construction industry and as part my day to day, I received architectural plans daily. Is there a way to set up a Smartsheet as a Document Control "Centre"? Like virtual filing cabinet. For example, a receive one drawing titled "BR2ADA100001[D]", next week I might get an update of that drawing…
Goldmine CRM integration
Has anyone integrated Smartsheet with Goldmine CRM? Any lessons learned?
Aptean Made2Manage ERP
Has anyone integrated Smartsheet to Aptean Made2Manage ERP? Any lessons learned?
Will the Data Uploader also upload attachments
Hi, My company is looking at getting the Data Uploader. As well as the data in the excel file, we'd like to have images and other attachments such as a PDF file, get uploaded, preferably into the attachments section. Is there a way of doing this? My thought was that if you had an image in a cell in Excel, it may upload…
Dynamic View "Current User" displaying incorrectly
Hey all Hoping someone in the community may be able to help me as I have not heard back yet from Smartsheet support. I have a Dynamic View that has until now worked as expected. There is a Contact Column in the source sheet that autopopulates a contact based on a Location field on a form: However, I have a user that when…
Slack Integration
I am trying to send alerts from Smartsheet to Slack but it is only displaying the primary column and the column that changed. On this page https://help.smartsheet.com/articles/2476711-smartsheet-slack-notification it says that you can display up to 4 columns in the notification. I can't seem to find where to specify which…

Popular Tags

Trending Posts

Salesforce Connector Guardrails
Hi Smartsheet Community, my team and I are really interested in making greater use of the Salesforce/Smartsheet connector application, but would appreciate some recommendations regarding best practices to ensure an unintentional deletion on the Smartsheet side doesn't accidentally remove a bunch of data from Salesforce.…
How to link parent between SS & Jira using connector?
Use case: Project created in SS using Epic, Task, Subtask (Parent, child, grandchild). Rows are indented to identify tasks and subtasks. Using Jira connector, data is pushed into Jira. Epic, tasks, and subtasks are created in Jira. Jira does not recognize the parent of a task or subtask. No parent is pushed back to SS…
Generate Documents - Can contact names be filled instead of contact email address?
Hi there, Hope all is well. Hope someone could help. I have created a fillable pdf to be used with the new "Generate Documents" feature. It works great except for one issue. When I map the "Assign to" field or any contact field, it fills the document field with the contact email address and not the contact name. Is there…

Help shape the future of Smartsheet.
Share your ideas and feature requests.

Watch video

Add Ons and Integrations

Discussion List

Categories

Popular Tags