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Discussion List
Integration with EPIC
Has anyone done any integration with EPIC ? https://www.epic.com/ Pulling out of Epic and into Smartsheet Pulling out of Smartsheet and into Epic
report refresh once a week
hallo! I'd like to create a report to a Smartsheet that refresh the info only each Sunday evening, and not almost in real time. in this way I can see how is evolving the data during the current week respect the end of the previous one. is it possible? thank you. NOTE: I would already it done with a pivot that refresh once…
"Request an Update" attaching / uploaded documents
Hello all I have a automated workflow that sends out "Request and Update" fill in forms to multiple different groups. The group opens the request an update and will fill in the blanks. We also need them to attach the Bill of lading. How do you add the file upload to this?
JIRA Issue Key Hierarchy - How to get a task within a Feature?
Hello, I'm trying to test out the JIRA connector and want to set up a Feature (as my main project umbrella) and then add the subsequent 'Tasks' or 'Subtasks' within the 'Feature'. How can I accomplish this using Smartsheet? Below you can see I tried to create a feature and then a task, but it just created the task in JIRA…
Jira Smartsheet integration - tickets that have moved between projects
I have built a one way Jira --> Smartsheet integration. When we have a ticket that has moved between Projects, I end up with two rows. The original ticket (E.g. AB-1023) and the new ticket number with the project it was moved to (XY-4567). I do not expect the integration to delete the original row but is there any field to…
Smartsheet contact groups - outside org?
Are Smartsheet contact groups only used for assigning roles/permissions/access within an organization? Could I for example, create a contact group of emails that are outside my organization so that I could easily share a dynamic view with all of them? The underlying sheet would have a contact column and I would restrict…
sending emails from dynamic view
Good morning, Is there a way to replicate sending emails from smartsheet in the dynamic view screen? I see the comment section but I do not see where you can start an email from dynamic view.
Stacking a column with users to utilize Document Builder to create multiple signatures
I have a column that contains the email of different Smartsheet users account I used this column to build out an automation so that when the status of a project changes, a document builder will be sent out to them so they can sign on the project. My question is, if I want to include multiple signatures on the document…
Updating values from Excel using Data shuttle
HI, I am having issues updating values from excel to Smartsheet using a unique identifier column I have already removed all filters and ensured I have editing access to the excel sheet. (is that necessary btw?) Any ideas?
Custom Welcome Screen
I have created a dashboard with a ton of resources my company uses. I want to enable the custom welcome screen feature, but I can't figure out if this will display for all employees every time they log in, or if this will just display for new hires when they are added to our Smartsheet account. Ideally, I want the latter,…