-
Bridge and ServiceNow for new row
I am clearly missing something… Overall simple workflow New row in Smartsheet is added —> create a record in ServiceNow. I can get it all to work just as I want it if I define the row. However, I don't know how to define a row that doesn't exist, yet. Any help with this would be greatly appreciated.
-
Anyone has integrated Qualify (Original Software) with Smartsheet?
We are trying to integrate Qualify, a testing platform, with Smartsheet. So far we've figured out how to transfer the data from Qualify to Smartsheet without issues. We now have a repository listing all the test scenarios of all the projects in our portfolio. Has anyone ever worked with something like this? Because we're…
-
Control Center Blueprint Not Appearing
I have two blueprints in Control Center and when I go to create a project, neither appear as an option. I've tried creating a duplicate of an existing blueprint but still am not presented with any option to select a project when creating a new project from CC. I tried checking an existing blueprint settings and when I get…
-
Datashuttle to Smartsheet date parsing
So I have come across another new fun issue that is quite a conundrum, I know that datashuttle wants the date in this precise format to work with data table ("yyyy-MM-ddTHH:mm:ssZ") but recently I have had a similar problem that I encountered when working with data table. The date gets swapped around when there is a…
-
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…
-
Heatmap in Resource Management
This discussion was created from comments split from: Can I turn a table into a heat map?.
-
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?
-
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…
-
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…
-
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…
