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Discussion List
Dynamic View Search Functionality
Our team often needs to search by program, client or product numbers. I can't find a way to do this in Dynamic View other than Ctrl+F, which only returns results that are currently visible on the screen/window. Any suggestions?
Smartsheet integration with Docusign
I integrated Smartsheet with DocuSign in 2023. I made a minor change to the DocuSign document and updated the email addresses so that notifications are sent to me instead of the finance team. After making these updates, I encountered a challenge with the group email address. Smartsheet is not sending emails to the list,…
Can Bridge get data from Admin > Groups?
Is there a known or suggested method or Bridge workflow I may use to record data from Admin Center > Groups to a Smartsheet? I want a workflow to look up the groups in our plan's Admin Center and replace the rows of a sheet and column on a daily recurrence.
ConnectWise Integration
Has any one here done an integration with ConnectWise? We have a small company whose resources all work production support and project tickets. If I had a way to feed tickets from CW in so that I could display all open tasks for one person that would be great. Thanks, Jacque
How can I see what add-ins are installed?
Is there a place in the admin console where I can see what add-ins have been installed on Smartsheet? I have not always been the admin, and have a feeling there are things installed that I don't know about.
Offload and Upload (Data Shuttle)
I was following the instructions here to automatically update dropdown values, but could not get the offload to work (as in the workflow runs successfully, but does not create a file). Thanks for your help.
A PowerBI novice's guide to embedding dynamic reports in Smartsheet dashboards
I've recently embarked on a foray into linking PowerBI with Smartsheet, with the goal of creating dashboards where data can be sliced and diced interactively, and which update with new data automatically. The purpose of this post is to share the steps I had to go through, along with a few learnings, so that other novices…
How do I rename a calendar in the Calendar App
I need to rename a calendar but have not been able to find the option to do that in Settings. Do I have to create a new calendar?
Some dates importing incorrectly through Data Shuttle
I am uploading data onto Smartsheet through Data Shuttle from a CSV file. I have a date column and have confirmed most dates are importing correctly, however there are instances where the day and month are swapped. i.e. the date on the CSV file reads 12/04/24 (DD/MM/YY), but is added to the Smartsheet as 04/12/24. I've…
Power Automate x Smartsheet EU Region
Can Microsoft Power Automate connect with Smartsheet EU Region?
