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ODBC connection to data table
Im looking for a better way to pull down data from a data table. Im uploading daily data manually using data shuttle (via an attachment) which is fine for now, but the data is large enough that I have to create daily or weekly grids filtered from data table.. there has to be a better way.
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Docusign Integration Generating Blank Documents
Help! We recently upgraded our docusign account and then had to recreate our templates and remap them in our grid. When using the "Generate and Send with Docusign" automation, Docusign sends the signers blank documents. Why is it sending before populating the document? What am I doing wrong?
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Web content pages in WorkApps
I have been exploring WorkApps and I have been able to setup Smartsheet Content Pages, Create roles, add users and set permission for the Smartsheet Content Pages. Love this, but when I try to add Web content pages I am unsuccessful. I give the web content a name & add the web content link (example I added YouTube as page…
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Is it possible to trigger a pivot table to run from a dashboard?
I'm setting up a dashboard to manage a process and would like to be able to insert a widget that will force a pivot table to run? Is it possible to get a URL for a pivot table?
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Data Shuttle Error
Hi all, I've been struggling with a Data Shuttle workflow that is very similar to many others we use that are working well. When I run it, I get this very vague error, which I have never encountered before: What I am trying to do is take data from one sheet and, with a given trigger, map that data into a new sheet.…
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DocuSign Integration Isn't Generating Documents
We are currently unable to generate any documents using the DocuSign Integrations. When I click on the mapping to use, it ask me to sign in, when I click the sign in link it takes me back to the mappings page, click the mapping to generate, asks me to sign in again. Has anyone else experienced this issue? We have been…
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DocuSign
What is the process for signing into DocuSign. My account has the enterprise license. Thank you! Gail Coleman
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DocuSign Integration Help
Hello, New to DocuSign integration. Have gone through the mapping wizard, but when it comes time to actually drag and drop the Smartsheet fields to the PDF, I cannot do so. I read through the Smartsheet instructions and noted that you have to update the Manage PDF form fill data option to assign to placeholder (see…
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Link Smartsheet to Outlook Calendar
Hello! I'm trying to figure out if I can link Outlook to Smartsheet and use Outlook to identify non-working days. For example, there is a formula for one of our sheets where we record a date, and two days later get a reminder. If this happens on a Friday, it will trigger on Sunday, but I'd like it to trigger on Tuesday by…
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Multi-Tier Control Center: Onboarding New Employees
Hi, I am hoping someone might have an idea on how I might approach using Multi-Tier Control Center for onboarding new employees for a business with multiple departments. Currently, I have normal Control Center with a blue print and intake sheet, so I can create a new project/onboarding folder for new employees in a single…
