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What would be the best way to send out a customized Docusign "envelope" through Smartsheet?
My company sends out a variety of agreements and other documents, some for signature and some are purely supplemental, for each new client we onboard. The necessary documentation is different for each client. The current process is to go in through DocuSign, select the documents required for the situation, and send them…
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Heatmap in Resource Management
This discussion was created from comments split from: Can I turn a table into a heat map?.
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Enable Single Sign On with Office 365
When I try to enable SAML, it says that the page is not found. how can I fix that error?
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Document Builder: Create an appendable table
I am trying to develop a table that imports into a document. Data: Employee Name, phone number, email Data is updated every week and there could be more or less employees. How can I make it to where the document just adds the data until it runs out? If I create a fillable pdf, the formatting does not allow for an table to…
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Exporting sheets/reports from a dynamic view in a WorkApp
Within a WorkApp, users are able to download from a dynamic view of a sheet or report. However, exporting to CSV is the default. Is there a way to make exporting to Excel the default? We just have to provide specific instructions to users to be sure to Save As in Excel, or else they end up saving in CSV which does not save…
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Hubspot / Smartsheet Integration via Zapier
Hi, I am trying to sync deal data between Hubspot and Smartsheet via Zapier. I have managed to get deal data into Hubspot from Smartsheet but now I want to go the other way. I am having trouble getting this to work - I keep getting the error: There was no data available to create or update a row in Smartsheet. Either the…
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Clear a sheet using Bridge
Hi all, I have developed a Clear Sheet solution using Bridge. Using Bridge allows you to incorporate a sheet clear into a Bridge workflow, rather than trying to align timing between workflows and other sheet clearing methods like automations and Data Shuttle. Once setup, you simply call this Clear Sheet workflow using the…
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Multi-tier reporting in Control Center?
I am looking for a way to set up a report in my parent blueprint so that: Every time a new child project is provisioned, a specific sheet from that project is added to the report at the parent level. The parent report is a collection of that sheet in all child projects. Things I tried that didn't work: -Adding the child…
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JIra-Smartsheet Connector
Hello All Just trying to figure out it if it is possible to create a Smart sheet workflow from Jira Cloud to smart sheet and within the workflow only connect it to a single ticket or Epic. We do not want it to pull the data in from the entire project. It is a Jira Work Management. Trying to figure out if there is an option…
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Data Shuttle changing the format of imported rows
I am data shuttling an excel spreadsheet .xlsx when adding any new data it is changing the format of the field. The entry in the field should look like 2019 when new data is shuttled over it changes this to 2019.00. The format of the rows in the excel are number and no decimal places. Does anyone have any ideas
