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Discussion List
Jira Connector - Start Up
Hello! Has anyone in the Smartsheet Community had any success getting Jira Connector up and running without the Launch Package? I reached out to our Customer Success Manager for assistance in getting the application up and running and was told I needed a Launch Package (i.e. you have to pay more to use the feature you paid…
Automatic Archiving
I'm creating a weekly schedule in a sheet and I would like to automatically archive that sheet after the week is finished, and save it as the name of that week. Does anyone know how this would be done? Thank you!
Office 365 (Form) Web Content integration
I am trying to integration a office 365 forum web content link into one of my dash boards. But I get an htttps error but the shared link does us https. Smartsheets says it has Office 365 integration but is it only for certain tools sets within Office.
Automation
I have a sheet which has all of the training details of people who work for us. Previously I have set an action every week to email people whose certificates have expired to remind them to send me their new certificates. I want to use the new automation function to do this for me, however I can't see how to trigger it...?!…
Project Plan with several Tasks in one Line
Hallo! Currently, we have an Excel sheet, which I would like to transfer in Smartsheet. However I cannot find a way to do so, so hopefully someone can help me. As seen in the picture, every row is an own project and every column (except the first with the name of the project) is a certain day, like a Gantt. So on every…
Smartsheet Dashboard Embed Power BI
The new dashboard feature for Smartsheet says we can embed power BI reports by publishing to web, but doing that in Power BI makes your report public to everyone. How can I embed while still mainting privacy as these reports have company information? There is a Power BI option that allows you to embed directly to…
Zapier or Automate.io Basecamp Integration
I create all plans in Smartsheet and need the tasks/date/owners to show up in Basecamp to do's or schedule section. I've tried Automate.io and Zapier with no luck. Can anyone provide insights? Thanks!
how to build an interactive dashboard
If I have a dataset looks like below: Project_ID Approval_Status P1 Approved P2 Declined P3 In approving P4 Approved is it possible to create an interactive dashboard showing the approval status of each Project ID? and Project ID put into a drop down frame on the left of the dashboard, user can select any of Project ID in…
PIVOT App
I have purchased the Pivot App. I can get the pivot created, everything works. I create the sheet with the summary Pivot. BUT - when updates are made to the sheet that created the pivot - it is not reflected on the sheet that I added the pivot to. It is like they are no longer connected and active once the pivot data is on…
Smartsheet + Tableau Integration on Mac
Does anyone have a recommendation on connecting Smartsheet data to desktop Tableau? Has anyone been able to successfully establish this connection using a Mac? I appreciate your tips! Some background info: 1. I am using a Mac 2. I have tried using the Web Data Connector via Tableau but receive an error for the browser not…