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Merge Add-on for Google: Formatting Options?
I'm using the Merge Add-on to generate email messages and PDF documents from my Smartsheet. While my sheet has many columns of dates in the MM/DD/YY format (which is good for managing the data), I'd like my documents to be in the 'monthname dd, yyyy' format. Are there formatting codes for the merge fields, or is there…
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Webform Error message - can anyone help?
Hello , We use smartsheet webforms for daily reports for some of our volunteer workers..this works fine when the forms are filled out on a computer, however when filled out in our school app and submitted, they get the attached error message saying "this form is not found". Despite this, we still receive the reports into…
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Proof Approvals
Hello my fellow Smartsheet friends! Looking for some feedback re: apps/add-on's. We utilize alerts & actions by sending approval requests to our customer, for proofing purposes. Our customers often complain because they cannot manipulate the actual document to show where corrections are needed, or cannot highlight certain…
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Receipt for Work Completed
I want to auto generate a receipt with Zapier or something and send it to the supervisor and client upon work completed. Problem: Our electricians perform tests on all equipment we install. We have many QC forms that we use but using them is very cumbersome. Our techs need to ensure that they print them off before going to…
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Problem with Docusign integration
I successfully created a template in DocuSign, used the Autofill-Tabs feature. I can see the fields being populated in the Preview, however when it is emailed out for a signature all the fields go blank. Any thoughts on what I might be doing wrong?
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Delivery Set Up
Hey everyone, I have a question. My set up: Multiple line items with different Work Package Names. Once the work package is complete we mark it for shipping based on date and time to our job sites. I would like to have a sheet that would consolidate all the work packages (name of the work package) to one row based on that…
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Embed social media accounts in dashboard?
I was wondering if anybody know if it is possible to embed social media accounts such as Twitter and LinkedIn as a widget on a dashboard? I have been searching the help section but I have not found a definitive answer. Social media except for YouTube is not on the list of approved widget sources... The goal is to show the…
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Missing Notifications for New Rows Added by Zapier
I have Zapier sending new contact info from Facebook Lead Ads to new rows in a sheet. I have an alert setup to Notify me Right Away when a row is Added or Changed. I have received several Leads from my ad and they have been added as rows in the sheet, but I have not received any notifications from Smartsheet in the app or…
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Embed webpart in a dashboard
Would it be possible to add a webpart to a dashboard? For example, I have a custom map on my ArcGIS online account. I would like to be able to embed a map into a dashboard.
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Moving specific cells from a row via Zapier
Curious if anyone encountered such problem or simply has a solution for it. We use Zapier for automation and in particular cases when Zappier is triggered to move a row to a different sheet we only need certain cells in that row to be moved. Is such thing possible using Zapier? Any help is highly appreciated, thank you in…
