Apps, Integrations, and Add Ons

Ask questions about apps such as Dynamic View, DataMesh, Pivot App, Calendar App, WorkApps, or Resource Management. Discuss connecting Smartsheet to your other systems with integrations such as Bridge, Data Shuttle, the Jira connector, and the Salesforce connector.

Discussion List

  • Data Shuttle / Not connecting to source file
    In Apps, Integrations, and Add Ons
    Having an issue where Data Shuttle does not seem to fully connect with my source Excel file in OneDrive. It allows me to select the target file and then save that setting, but when I get to the mapping portion it will not let me map saying…
    Accepted
    382 5
    Answered ✓ 382 views 5 comments Most recent by Priya G
  • Control Center - Assigning an Owner to the Project Storage folder
    In Apps, Integrations, and Add Ons
    Is there a way to set the owner of the created project storage folder to the project manager assigned to the created project? Or to the value of a contact field in the intake sheet? Thanks,
    Accepted
    24 3
    Answered ✓ 24 views 3 comments Most recent by Genevieve P.
  • Data Drop Down List
    In Apps, Integrations, and Add Ons
    I use SS with my team as a time-tracking solution. I have each employee - 24 of them- (collaborators only) a form they fill out for each job they work at. Each employee has to have their own individual form because I also collect other i…
    Answered - Pending Review
    31 4
    Answered - Pending Review 31 views 4 comments Most recent by Zippo
  • Data Shuttle: Adding data to all rows thats not in the csv
    In Apps, Integrations, and Add Ons
    Hi there, We are importing event data (from Zoom) into SmartSheet and I want to add the Event Name in the "Last Event Attended" column for all the rows that are merged or added. Is this possible to add this info without adding a…
    Answered - Pending Review
    23 3
    Answered - Pending Review 23 views 3 comments Most recent by Paul H
  • Connect attachments to JIRA
    In Apps, Integrations, and Add Ons
    I have created a workflow that connects Jira to Smartsheet and it is working ok apart from the attachments that do not feed back to the Jira ticket. I tried to amend the Workflow but there is no field that corresponds to attachments. Any s…
    Answered - Pending Review
    113 2
    Answered - Pending Review 113 views 2 comments Most recent by jennifer.jessop44491
  • ODBC Connection with Visio
    In Apps, Integrations, and Add Ons
    Hi All,  I am attempting to automate the creation of my Agency's Organizational Charts via Visio and the smartsheet ODBC connector. We have our "reports to" information stored in smartsheets and have used the ODBC connector to c…
    262 4
    262 views 4 comments Most recent by C. Powell
  • Data Mesh "Update Immediately" Questions
    In Apps, Integrations, and Add Ons
    When you set a Data Mesh to "update immediately," does it update when changes are made in the source sheet or the target sheet? Or both? Having trouble finding this info. Thanks!
    Accepted
    22 6
    Answered ✓ 22 views 6 comments Most recent by Ariana Arden
  • How to change the format of reminder notifications
    In Apps, Integrations, and Add Ons
    Hello Smartsheet community, I am trying to find out if it is possible to change the format of how my reminder notifications look when received by another person. They do not look like emails, so sometimes my notifications or reminders may …
    Answered - Pending Review
    22 3
    Answered - Pending Review 22 views 3 comments Most recent by Andrée Starå
  • work app & dynamic view edit rights issues
    In Apps, Integrations, and Add Ons
    Hi, I have created a dynamic view which is shared with 2 user groups T1 and LOD both have editor rights in the dynamic view. And I have created a work app including a form open for everyone (editor rights). The dynamic view is shared with …
    Answered - Pending Review
    17 1
    Answered - Pending Review 17 views 1 comment Most recent by Genevieve P.
  • OneNote integration in Smartsheet
    In Apps, Integrations, and Add Ons
    Based on a suggestion I read on this board, I am posting a product enhancement request I just submitted for the community to see. Request OneNote integration in Smartsheet to easily paste in a link to a OneNote page/paragraph/section/sec…
    3953 11
    4K views 11 comments Most recent by Ben Hurst