Apps, Integrations, and Add Ons

Ask questions about apps such as Dynamic View, DataMesh, Pivot App, Calendar App, WorkApps, or Resource Management. Discuss connecting Smartsheet to your other systems with integrations such as Bridge, Data Shuttle, the Jira connector, and the Salesforce connector.

Discussion List

  • Automatically capturing the name/ user who completed a form
    In Apps, Integrations, and Add Ons
    I have created a form that needs to capture who filled it out. Currently I am having the person fill in their name. I am wondering if there is a way in forms to have the person automatically capture? That way they don't need to fill that i…
    Accepted
    25 2
    Accepted Answer 25 views 2 comments Most recent by Laydin
  • Scan a Handwritten form and Autofill
    In Apps, Integrations, and Add Ons
    Is there a way to use a software and scanner to scan a handwritten form to automatically fill in a Smartsheet? We have a form that is filled out by hand, with matched information to smartsheet. We are debating getting software that scans a…
    Accepted
    13 1
    Accepted Answer 13 views 1 comment Most recent by Genevieve P.
  • Delete a Project from the Smartsheet Projects list
    In Apps, Integrations, and Add Ons
    I want to delete a project from the Projects list in the Smartsheet. Kindly please help me with this. Below is the attached screenshot.
    Answered - Pending Review
    24 1
    Answered - Pending Review 24 views 1 comment Most recent by Genevieve P.
  • Salesforce Connector Question
    In Apps, Integrations, and Add Ons
    I recently began using the Salesforce connector in smartsheet. My connector is setup to allow read/write to both smartsheet and salesforce. One issue I am having though is I am able to bring over the Case Comments on a service request but …
    Answered - Pending Review
    13 2
    Answered - Pending Review 13 views 2 comments Most recent by Christopher Pretty
  • Can Power Apps use the Smartsheet connector to update cell values in a Smartsheet?
    In Apps, Integrations, and Add Ons
    I wrote a Power App that accesses the data in Smartsheet cells. A Smartsheet contains a table full of Rows. And each record in that table includes some data and then a table with the custom columns/cells. So you can't just connect to a Sma…
    Answered - Pending Review
    686 6
    Answered - Pending Review 686 views 6 comments Most recent by Eric Brown
  • DynamicView and reports with groups
    In Apps, Integrations, and Add Ons
    Anyone have ideas about how to use DynamicView to show column summaries as we now can in a report?
    Answered - Pending Review
    13 1
    Answered - Pending Review 13 views 1 comment Most recent by Genevieve P.
  • Document Builder - Adobe Calculated Fields
    In Apps, Integrations, and Add Ons
    Hello community, I am currently loading a PDF that was made using adobe acrobat pro into the Document Builder as a template. There is a date field that always needs to default to today's date. I currently have the field calculating off the…
    Answered - Pending Review
    50 2
    Answered - Pending Review 50 views 2 comments Most recent by Amee.W
  • Reports/Sheets in Control Center Blueprint Referencing Sheets Outside of Blueprint
    In Apps, Integrations, and Add Ons
    Hello, I am setting up a Control Center Blueprint and need to reference a sheet outside of the Blueprint. The sheet outside of the Blueprint contains our region's entire sales pipeline and is regularly added to and updated by the entire te…
    Answered - Pending Review
    23 1
    Answered - Pending Review 23 views 1 comment Most recent by Genevieve P.
  • Link to Form on a Dashboard via Control Center
    In Apps, Integrations, and Add Ons
    We have a custom toolkit in Control Center with many sheets including an action items log, which has a form for new items. We have never included a link or other widget on our project dashboard design, but we're looking at that option now.…
    Answered - Pending Review
    78 3
    Answered - Pending Review 78 views 3 comments Most recent by Jen McFarland
  • Data Uploader Issue
    In Apps, Integrations, and Add Ons
    I am needing to run a Data Uploader Workflow daily but the files are emailed to me so I have to move them to my OneDrive or I have to pull them from a SharePoint Document Library that is shared with me. Needing automate this process.... I…
    Answered - Pending Review
    148 5
    Answered - Pending Review 148 views 5 comments Most recent by JorisB