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Discussion List
Docusign
Is Smartsheet Enterprise required to integrate Docusign?
Salesforce Connector One-Way Sync
What's the best way to set up the Smartsheet Salesforce Connector so that any new records (line items) added to smartsheet, creates the record in Salesforce BUT any updates made to the records created in Salesforce do not then update the records (line items) on the smartsheet? I basically am looking at the best way to…
Smartsheet Salesforce Integration: "Value is not supported for this column Type."
I have created Workflow for bi-directional sync in the Smartsheet Salesforce Connector between Salesforce and Smartsheet. In Salesforce, I have a Lookup(User) field named "Assigned To" and in Smartsheet, I have a corresponding "Assignee" column with the Multi-Select Contact List data type. When I update the "Assignee"…
Workspace Sharing Alert/Notification
Hello all - I'm looking to see if anyone has figured out a way to be alerted when sharing permissions change at a Workspace level? I know there's a template automation for sheet level sharing permission changes but having a sheet in a workspace with that setup then having the Workspace permissions change doesn't trigger…
How to Ensure SCC URLs Open Project Dashboard by Default?
Hi Smartsheet Community, I’m working with Smartsheet Control Center (SCC) and have a Deployment Link column in my Portfolio Rollup sheet with auto-generated URLs. The issue is that clicking the URL sometimes opens a generic sheet instead of the Project Dashboard. Example of the…
Map auto date field on PDF document
When generating a PDF for letters, I would like to auto generate the date on the top of the letter for the date the PDF is generated. I cannot figure out how to do this.
Bridge: Update Columns--With Colors?
I'm curious if there is any way to associate colors to the values using the Bridge "Update Column" element. The first column in this image is created manually. The second was created using Bridge. It's not in the API documentation ..and is clearly not in the element: Any ideas?
BRIDGE - Add Row with Text in Checkbox Column
I am using an Add Row module in a Bridge workflow. Within the module I am trying to output a text string into a checkbox field. I would think that you could just set the text as a cell like you would for anything else, but it keeps adding the row with the checkbox being unchecked (false) as opposed to my text string. I…
Restricting Fields As Read-Only Based on User in Dynamic View
I have a dynamic view set up to function as an evaluation scorecard. The view pulls from a master sheet with all employees being evaluated. Each row is tagged with a dropdown selection in the "Division" column. The view displays only one scorecard to the person being evaluated and a group of scorecards to a division's…
Getting Information OUT of a Data Table
Hi All - Besides using the Connections dropdown on a grid, is there any other way to pull information out of a DataTable? Thanks!
