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Discussion List
Box Sign and Smartsheet Integration
I currently have a DocuSign and Smartsheet integration in place to generate a variety of documents. The business has decided to use Box Sign instead. Is there an integration/API for this? And does anyone have any experience of using Box Sign and Smartsheet? Im assuming that the post back of form fields is the same Any…
Embed Asana Read only link on smartsheet Dashboard
Is this doable? I have a link. Is there a way I can write a code to disable asana? Asana is not listed here, https://help.smartsheet.com/articles/2480561-embed-content-from-various-sources-in-a-dashboard ,but I was hoping there was a work-around. I do not want to bring any Asana data into smartsheet (ie I dont want to use…
Has anyone connected Smartsheet forms to an AI service that fills PDFs?
Hi all, We’re a small legal practice in NYC. Smartsheet forms let us collect client details for Housing Court petitions, Small Claims applications, and other court paperwork. The bottleneck is each submission requires us to manually copy data into the official NYC court PDF forms. It’s slow and easy to mess up. I recently…
Embedded Dynamic Views not populating on Smartsheet Dashboards
I have a bunch of dynamic views embedded into a dashboard. They were all working fine until this afternoon. Now a bunch of users are getting blank white screens where the dynamic view is. I still see everything fine on my end. Any idea what could be happening or how to fix it?
Merged: Dynamic View not working
This discussion has been merged.
Is there a way to log the email of a person submitting a form without requiring them to Login?
I have a Risk & Issues tracker on a Smartsheet grid; For people to submit a new Item we have them submit a form, but some folk with edit access are able to bypass the form (And it's required fields) by manually adding new cells to the sheet. We were able to track these using the Created By column, if the email was…
How to prevent data shuttle from converting excel text to number
An excel xlsx sheet has some data saved as text that data shuttle is converting to number even when the workflow column type is defined specifically as text. For example '2526 in excel is coming in as 2526 (without the leading ') and causes formulas not to work. The exact same excel sheet can be imported manually (not…
Dynamic view not allowing edits for cells liked from another sheet
I am using a sheet called Global Rollup to aggregate project status across my portfolio. Each project is added to the global rollup as an individual line item and data is linked into the Global Rollup from individual Project Summary Sheets. I enabled dynamic view in hopes of being able to update certain columns (like RAG…
Dynamic View $ Formatting
We have a sheet with multiple columns of dollars, formatted with no decimals for ease of reading. However, the dynamic view directly from the sheet is inserting decimals, which changes the value of the $ and does not accurately reflect what we are reporting. Is there any way to maintain the cell formatting that from the…
When integrating with DocuSign necessary columns unavailable during Assign Roles step
