Product questions?
Ask it here! The community's got your back.
Discussion List
Learning Dynamic View capabilities
Hi, we just got Dynamic View and I'm excited to use it. I did the self paced course and have done some experimenting but I'd like to know more. For example, you can use it with reports? How does that work? Does anyone have suggestions for more learning? Thanks!
how do I export specific data from a smartsheets sheet to a preformatted excel file
I have a smartsheet file with pricing information by part number. I have a sales quote sheet in excel/google sheets. I want to have the sales staff type in the part number on the quote sheet and pull the pricing and description from the parts file in smartsheets. What is the best way to do this? Is it data shuttle? Thank…
Data Mesh - Overriding data on the target sheet
When the lookup value is enter in the target sheet, the data values appear right away. However, if I override one of those data values, will data mesh run again to correct it? I tried testing it, but it seems to allow me to override the data value, and I don't see data mesh running again to revert back to what came from…
I'm back with my newest Docusign Integration question
Thanks for all the folks who have helped me with other issues its been invaluable. I've noticed that the docusign integration with Smartsheet is particularly finicky. My current question is related to generating documents from Envelopes. When I attempt to attach a template from a Docusign Envelope that I have access to it…
Combine Smartsheet with database
Hello, is there a connector to databases, e.g. to keep the data in a smartsheet synchronously in a database table. That means read and write back. If yes, which databases like SQL-Server or Oracle are supported? I would be grateful for tips and hints on AddOns. Thanks and greetings Kay
Bridge: Update a Contact Column Dropdown List?
Has anyone successfully used Bridge to update the dropdown values in a Contact List Column? I'm trying to modify a workflow that updates a Dropdown column - and it seems like it should work, but I keep getting this error (or something similar): I've tried formatting the source column as a Contact Column, a Text Column…
Embed Calendar App into SharePoint?
Can a Calendar App calendar be embedded into SharePoint? If so, are users still able to apply filters and change the view? Thanks!
considering switching from CRM to Smartsheet. What's the best way to ensure a smooth transition
Do we have any standard templates related to CRM in Smartsheet? Appreciate insights and advice from those who have undergone similar transitions or have expertise in utilizing Smartsheet for CRM purposes. Specifically, I'm interested in: Strategies for migrating data from our current CRM system to Smartsheet. Best…
How to ensure Dashboard links remain dynamic in Control Center
My blueprint contains a dashboard that has several links to other reports/sheets within the same workspace of that blueprint. In the summary/meta data sheet, I would like to ensure that when I am referencing links to reports/sheets within the same workspace, control center will know replicate that logic in new workspaces…
Can I move the location of the intake sheet (control center)
Is it possible to move the sheet without causing any issues? Will control center no longer be able to link up any information or will it need to be set up again?
