-
Switching Docusign accounts in Smartsheet
Team, Background I am the Docusign admin. A user in HR created a Smartsheet and several templates. They have now gone to another position. Needed In DocuSign, I can switch to the HR account. How can I switch accounts for Docusign in Smartsheet? I made a copy of the document and own the document to use for testing However,…
-
In control center, when I fill out the project intake form, it isn't creating a new project.
I just went through the process of creating a blueprint in control center, but whenever I fill out the intake sheet form to create a new project, it does not create a link in the intake sheet, or create a new project. Even after I click the approval box. When I go to create it in control center, this box popped up I am not…
-
Automation not working
We have an automation set up so when we create Projects in Salesforce, it triggers our Provisioning of new workspace. The Salesforce connector is working and updating every 6 minutes, but it is not pulling in any of the new projects we are creating in Salesforce. The automation is on, everything seems set up correctly. Any…
-
Can a SysAdmin transfer ownership of a WorkApp
I have a user that left the company and was offboarded, their content was transferred to the appropriate person but their WorkApps have been lost. Should they have been transferred to the chosen user when their account was offboarded?
-
Adobe Sign Intergration
Hello! Is there a way we could use the "Generate Document" feature/integration to request signatures from third parties directly from Smartsheet? My company only uses Adobesign, not Docusign. Thanks!
-
Custom View for Calendar App
Is there a way to have custom views based on a group or individual identified in a column similar to the 'Current User' filter for reports?
-
Power Automate- Add row and cell value from Excel into Smartsheet
I have a Power Automate flow that's triggered when a response is submitted to MS Form. A row is added to an Excel sheet that contains several formulas and values are calculated for the responses. This has been working great, but now I'm being asked to utilize Smartsheet. Rather than recreating the entire Excel workbook…
-
Automating Invoicing
Hello, I am trying to wrap my head around how I can get smartsheet and the Generate documents function to create an invoice based on a form submitted. I was able to figure out the right balance in the form itself and how to connect the fields to populate each invoice. Where I am having issues, is each form submitted can…
-
Configure Google Suite App Access Control From Smartsheets
Hi, I'm trying to automate the population of access control lists in Google Suite apps (Docs, Sheets, etc.) based on a list of names/emails maintained in Smartsheets. Has anyone done something like this before? Thanks! Gary
-
Data Shuttle Upload - Merge & Update based on key column value causing errors
Hello! I have a few Data Shuttle automations running between SharePoint / Power Automate created .xlsx files and a central repository in Smartsheet. Our key identifying point is a unique profile ID number, but we do need to use that ID number for our contractees when requesting a contract renewal. Due to this, during the…
