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Discussion List
Can Smartsheet generate a document and then send it out for docusign?
I've recently discovered the generate document workflow and DocuSign feature in smartsheet. Is there a way to have Smartsheet create/autofill a document and then automate a process to send it out for docu-sign? So far I've only found a way to do one or the other-create a document OR manually send for DocuSign. Thanks in…
Data Shuttle Offload Filter with Checkboxes
I am trying to use filters to only offload data where the Facilitator Helper Column box is checked, but the Finalize Archive checkbox is unchecked. I originally had the filters set up where the Facilitator Helper Column equals true AND the Finalize Archive Column equals false. I had 1 row that met that criteria, but all…
Can I use DataMesh so I can update in either sheet?
I'm very familiar with Smartsheet but far less so with DataMesh so I'm just looking for confirmation on whether what I'm looking for is possible We have 2 sheets, Intake A & Intake B. At a certain point, we copy the row from Intake A to Intake B to create/track a different project. Because of that, Intake B has all the…
Notifications not sending to correct Teams Chat
Since I had to re-authenticate Microsoft Teams integration, notifications have been sent to a Channel within a Team rather than to the Smartsheet Chat bot. I set up a new Team (name redacted)with a General channel and for some reason my personal notifications are being sent to this channel. I would have expected them to go…
Smartsheet App in MS Team is sending notification where it shouldn't be.
One of our users contacted me that she's getting MS notifications from another company. (Not in the Smartsheet notification. Only in the Smartsheet app in MS team) Then, after a recent reauthentication on the Smartsheet app with MS teams, someone's @mention notifications are showing up on different private team channels…
Power Automate Trigger With SmartSheet Report
Is it possible to use Power Automate to Trigger a Flow with a Report From SmartSheet? I was able to do it with a sheet, but not the report. I am using a report to group multiple sheets together with a field with a certain status. I need to run a Power Automate Flow as soon as a record gets that status and gets moved to the…
Multiple Fillable PDFs in Document Builder
I have two fillable PDFs saved to a sheet. Using one automations to create a document, I want to use one of the documents when one condition is true and use a different document if another condition is met. I am trying to pull from one row and I have mapped both fillable PDFs and I am using some of the same fields. One of…
Do we already have youtube demo videos about the new feature "collection"
Docusign
Is Smartsheet Enterprise required to integrate Docusign?
Smartsheet Gantt & Powerpoint Intergrations
Hi, I'm looking for any reccomendations for Intergrations with Smartsheet for more visualy pleasing Gantt Charts, with Swim Lanes ect to allow me to not have to redisgn the Gantt Charts for powerpoints as the Smartsheet reports dont offer the best looking Gants for multiple projects. Any recomendations?
