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Discussion List
How to Show Serial Numbers Per User in Dynamic View (e.g., 1, 2, 3 for Their Assigned Rows)?
Hi Smartsheet Community I'm working on a project where I’m using Smartsheet Dynamic View to let users see only the rows assigned to them. My setup uses: In the Dynamic View, I want each user to see a Serial Number (S.No) column that starts from 1 and counts upward based only on their visible records. Example: Let's say the…
Has anyone connected Smartsheet forms to an AI service that fills PDFs?
Hi all, We’re a small legal practice in NYC. Smartsheet forms let us collect client details for Housing Court petitions, Small Claims applications, and other court paperwork. The bottleneck is each submission requires us to manually copy data into the official NYC court PDF forms. It’s slow and easy to mess up. I recently…
Anyone doing integration with Version One aka Digital.ai Agility?
I tried searching but those keywords return alot of non related topics. :-) I'm looking for story/epic sending to that tool and syncing of status.
Teams Notification only showing a preview?
I just configured teams notifications for smartsheet and it is working. My issue is the notification only shows a preview, and not the whole field content. Is this by design? I want the teams channel members to see the full content of the notification and not a preview. Is this a setting or something that has to be…
Is there a way to log the email of a person submitting a form without requiring them to Login?
I have a Risk & Issues tracker on a Smartsheet grid; For people to submit a new Item we have them submit a form, but some folk with edit access are able to bypass the form (And it's required fields) by manually adding new cells to the sheet. We were able to track these using the Created By column, if the email was…
Datatable Lookup Mode: Checkbox if no Unique Identifier Value was found in the Datatable
I'm using a Datatable Lookup to populate rows on a sheet. Is there any way to add a checkbox automatically if the system found no result of the Unique Identifier in the datatable? To be clear, I mean the value in that Row's "Sheet Unique Identifier" column was not found, and NOT that it found it but the mapped columns…
Merged: Dynamic View not working
This discussion has been merged.
Dynamic View Access
I've created a Dynamic view sheet for a couple of my partners and have added them as shared users but it doesn't seem like Smartsheet sends a notification once they are added as a shared user. How do they get access to the sheet and does it require they create a smartsheet account?
How to convert multiple TEXT names or emails into multiple contacts using Bridge
There currently isn't a way to use a formula to bring together and output multiple contacts into one cell, the values will appear as Text values. (SS Enhancement request submitted). However, I was told there is a way to use Bridge to convert the combined multiple contacts from TEXT to contacts. Please show me the solution.…
When integrating with DocuSign necessary columns unavailable during Assign Roles step