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Discussion List
SFDC Connector - Snapshot Then Track
I know... the title sounds weird. I'll try to explain. I have a Workflow set up with the SFDC Connector. It's currently tracking all opportunities entered by the sales reps within a specified period of time that are staged as [OPEN]. My challenge is that I'm developing a project management process that relies on seeing the…
Resourcing is looking at SCC template gantts
Firstly, yes - I know the Control Center sheets are not "templates" but I would want resourcing to be able to filter out the workspace or at least the folder used to spin up SCC projects. Since I pre-load "assembly time" by assigning it to the genaric "Assembly" contact in ALL of the grouped gantt schedule options (of…
SMARTSHEET MERGE, HIDE SPECIFIC COLUMNS
I built a Fund Allocation Request form that makes people produce PDF for printing at the end of the process. To be able to produce the PDF, I use Smartsheet Merge. But I ran into an issue of confidentiality. Since the form is a finance thing, we don't want the users to see how much funds are requested for each items. Yet…
Moving Contact Information from SharePoint to Smartsheet
I'm trying to setup a Microsoft Flow to move data from a SharePoint list to a Smartsheet. The problem I'm running into is that the Contact column type in Smartsheet won't accept the "Person" column type data from SharePoint. I continue to get this error: Value is not supported for this column type. Use objectValue instead.…
Forms
OUr forms are randomly requesting participants to complete a CAPTCHA request, however, we have not added this to our account and if it is going to show we want it to happen with every form submitted and not just random few. How do we correct this?
Calendar App Tab Name
As someone who is always rocking 2-5 open tabs in the calendar app, it would be EXTREMELY helpful if the name was on the tab title at the top of my browser. When I am looking for a specific calendar, I have to click through all my open calendars (they all just say "Smartsheet Calendar") to find the one I'm looking for
Select All/Unselect All for Outlook add-on attachments
I am curious as to whether there are others who would like to see a Select All/Unselect All for Outlook add-on attachments? I submitted an enhancement request but wondered if anyone else would like it or if SS is making me too efficient and I want less clicks .
Jira connector
Is there a way to create a template of the field mappings for the jira connector? We would like to establish a standard mapping for a set of our projects and we are looking for a way to either clone an existing workflow or upload a template.
Smartsheet - Salesforce Connector
Context: In Smartsheet, I have a project intake sheet with many columns of data related to each project. I have set up a workflow in the Smartsheet-Salesforce connector that routinely syncs over relevant data from Smartsheet to Salesforce opportunities and vice-versa. Problem: I am having trouble syncing over the column…
Adding a smartsheet to Teams
I am trying to add a single smartsheet to a team in MS Teams. When I click on the team in the left panel of Teams, I do not see a plus sign. I know that Teams is connected with Smartsheet. (I don't know where the web version of Smartsheet even saves my smartsheets). I have been looking online for more than an hour. Thanks!…
