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Discussion List
Mail merge emails
We keep our customer contacts in SmartSheet now and send some emails to the list via our Outlook accounts. Is there a way to write an email in Outlook (or Word) and merge the email address from Smartsheet without exporting the sheet to Excel? We use Google Docs but not that much.
Sharing Dynamic view on MS teams Tab
I recently created a dynamic view that I wanted to share within my Microsoft Teams Tab after attaching it showed me this I decided to add it to a dashboard and then bring it to MS Teams Tab but I got the same response. I am trying to figure out a way my team can have access to their views and make changes through MS Teams…
Control Centre: new profile data is not cell-linking in the summary sheet
I have added 3 data sets via global updates, the columns appeared in my summary sheet automatically as usual but the data itself isn't auto cell-linking like it has previously. I have made sure the column types are dates as all the data is a date. I have removed all column formulas from the summary sheet as requested. I…
Data Shuttle Export Excel File
I've created a destination file using Data Shuttle and I'm trying to generate a pivot table in the destination excel file. For some reason, the numbers in the export file can't be summed in excel. I've tried to change the format of the cells in the destination file, but that doesn't help. Thanks for your help.
Does an individual need to have a PAID account in order to view the sheet indefinitely?
Hi, under the pro plan - does an individual have to have a PAID account in order to view the Smartsheet? I shared a sheet with my team, and it asked them to create an account however, since it's a free account it's only on a trial basis of 30 days. I was under the impression that under the pro plan, there was an unlimited…
Dynamic View Logic blocked
I am having an issue not being able to add this block of logic to a Dynamic View. I have double checked and the name is unique. Any ideas why?
Dashboard Not Refreshing
I am having problems with my dashboard not refreshing, it is set to refresh every minute but and is pulling from a dynamic view, does anyone have a suggestion on why it will not refresh?
Fetching data from DB to Boomi to Smartsheet
Hello, I'm working on a project that should fetch details from a DB (MYSQL) via boomi (integration tool, that is currently designed to output queries or CSV), and then copies the data to a sheet or datatable. How can I make this work? Is there a script i can use to copy the CSV as attachment to a row? can i populate…
Workapps and Forms
@Genevieve P. I'm using workapps to provide a form, Dynamic view and a dashboard. The user is able to open the dynamic view and see the dashboard, but when they try an open the form it says "You don't have access to this form and to contact the owner". I'm the owner and I'm able to open the form under their access. Is this…
Document Builder Automation with Forms
Can Document Builder be automated so that after a form is filled out the document is automatically created and sent to the person who filled out the form (or any other identified person)?