-
ODBC Connector
Hello, I am not very experienced with ODBC connectors, but I created the connection for Smartsheet to Excel using the directions. It works perfectly for me. If I share the sheet, will the connector work for them, or do they need to set up their connection? Does it matter what type of license they have? Thank you!
-
Need Advice on Configuring a Sheet
Hello! I am looking for advice on the best option to set up a sheet. My goal is to create a blank sheet, set up a a few columns, and then pull in the Community Name for the "Active" Communities into a column stemming from the source sheet. I also want it to remove the communities from the row data when it becomes inactive.…
-
Non-3rd Party Trello Integration
Hi I've been searching for a result and cannot find anything within the last couple of years. Has a solution been created for integrating Trello with Smartsheet yet, and visa versa? I'm looking to use Smartsheet as the main integration for external requests that will feed in to my teams workloads, but they like using…
-
Smartsheet Integration
Can Smartsheet be integrated with EMMA?
-
Automated Backup of Project Files
I would like to back up our project files on a weekly basis. I set up Smartsheet to do this and it creates a Zip Folder. When I try to access the files in the Zip folder, I am not able to open it. I was thinking that excel files were going to be created as if I was doing it on a single back up of a project. What I am…
-
How to share a Dynamic View based on a group/project
Hello, I would like to know if it is possible to share a dynamic view based of a Smartsheet group or similar. I have a sheet that records requests from multiple users that work on different projects in the company. Right now, I create an individual Report using a master sheet based on the project number and share it with…
-
Global Update to Dashboard
We have a number of projects that are being tracked. I made a change to the dashboard template, but now want to update the existing project dashboards to reflect he change. Could someone please give me instructions on how to do that? When I go to the Control Center and select "Update Dashboards" it does not work. I am…
-
Sending Smartsheet notifications to MSFT Teams with Control Centre
In relation to having a notification sent from Smartsheet to Teams, I have an issue where I have an automation in a sheet within the project folder (that would be created via Control Centre), that is setup to push a notification to a Teams site once a Project Manager submits their request. Once they create the project with…
-
Taking Range of Data and Generating Multiple PDFs thru Document Builder
Hello, As I may have stated before I am very new at Smartsheet but have good understanding of Excel. I have attached a Smartsheet to this post, but in Excel format. I want to take the data from this Sheet 1 and turn it into multiple PDF invoices automatically upon a trigger. Lets say that trigger is checking the box in…
-
SCC - change profile data & column name
Hello, Do you know how to easily change the name of a data profile (in CC and in respectives columns ?) with global updates ? Thank you, Corentin
