-
Why doesn't the Salesforce Opportunity Next Step field not sync?
I've build a workflow that syncs the Opportunity object fields like Name, Stage, Description, etc., However, the Next Step field does not sync. Is this an unsupported field type?
-
Control Center project milestones report and project milestones sheet
In Control Center, what is the purpose of the project milestones sheet versus the project milestones report?
-
What is the hex color code for the 40 background colors?
I want to use the same background colours in the spreadsheet and the Premium Calender but it takes ages to figure it out manually. Does anyone have a list of the hex colour codes used for backgrounds in the spreadsheet that I can use? Or perhaps some helpful links to websites which have them. Thank you!
-
Story points/sprints mapped to duration for use in gannt chart
I am really struggling to make this work in my project. I have a calculation formula which turns the sprint estimates into a number. E.g 1 = 14, 2 =28, 3 = 42 etc I am trying to get the duration column to pick this up nd hence give me the value in days which then correctly moves the gaunt chart if a start date is entered.…
-
Global Updates
Hi, I wonder if someone can help please, we have made a global update to our project plan template. We now need to reflect this in our dashboards via the reports - but when in control centre there doesn't appear to be an option to update the columns within a report - i am not sure where we are going wrong - can anyone…
-
Microsoft Office 365 Planner support
What I'd love is for an assigned task to create a new Planner task and be linked together when changes happen to either side they update each other. Primary use case is that the majority of people who will access Smartsheet in our company will have other tasks they need to keep track of in the organization through Planner…
-
How to work with multiple criteria evaluation?
I want to create an evaluation for 5 people on 7 criteria in Smartsheet. If I use form or Request Update workflow, then I can only create one input per item/line. However, I want 5 evaluations for each item/line. Do I create indended line and sum? Do I create seperate sheets for each person evaluating and then sum the…
-
Can you send multiple Docusign Templates based on the row criteria?
We have setup the docusign + smartsheet integration but I am trying to figure out a way for me to pick and choose which of the 8 documents I need to get included in the docusign envelope as each row will be different. For example, one row may need documents 1, 5, 7, & 8 while another may need 2, 3 & 4. Without building out…
-
Mail Merge with Google Docs: combine into one file
I'm doing a mail merge using Google Docs, which works fine except when I try using 'combine into one file'. I've seen a previous discussion where the pagination was an issue but mine is fine except it changes the font! Can anyone tell me where I'm going wrong? Thanks!
-
Live Data Connector
Live connector claims to provide "industry standard" connectivity to data sources. I have exhausted ways of trying to successfully use a UNION query in Access using linked tables. I would prefer not to use Access, but ODBC forces me to use Access or Excel because those are the only tools available enterprise wide for my…
