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Discussion List
How to Merge Fields from Smartsheet into Docusign template
I am generating a Docusign packet with a cover sheet in a sheet called "Onboarding OOA." The first page in the packet is a cover sheet which I would like to pull in information from my smartsheet. These fields should not be editable in the docusign or show is fillable fields. I attempted to do this by saving the cover…
Integration Azure DevOps Dates to populate Smartsheet and Workday actual hours to update SS
Does Smartsheet (SS) have an integration that allows Workdays actual hours to populate the actual hours on a project schedule? Is it also possible to integrate Azure DevOps date fields to populate the same SS using a workday integration (if this add-on exists). Thank You Mar
Control Center Multi-Tier Questions for Searching/Filtering and Deletion
When we try to delete a parent program, the associated children projects do not delete as well. Is there a way to search/filter for all children associated with a parent program? This would allow me to select all items and delete at once.
Dynamic view for person & team
Hi I have several DV's set up for individuals to review a task list. These individuals are grouped into several teams. I have had a request to create a view that shows the team members tasks, as well as the tasks of other team members in the same team. Suggestions on the best way to achieve this?
WorkApps vs Workspace
What are some benefits of using a WorkApp over a Workspace? I primarily use Smartsheet for project management with internal teams. Each team already has a dedicated Workspace that they have access to. We have access to WorkApps, and have created one for overall project ticketing but I am not sure when I would use it…
Can Dynamic View control access via User Group instead of a Contact List email?
Are there any workarounds to using the Dynamic View functionality, but by using a Group vs individual email?
Calendar App: Glitch with Sharing permissions or am I doing something wrong?
I've built an events calendar in the Calendar App to share with employees inside my company. They should have view-only permissions and not be able to share with anyone outside the company. I have "Sharing" enabled with the appropriate domains. However, viewers are able to EDIT the calendar items when they don't have any…
Calendar (Dynamic View) still allowing locked row to be editable for one drop-down column
I have searched and searched and cannot find an answer to this. I have set an automation to lock a row when a certain selection is made from a drop-down column. Everything in that row is locked on the main sheet for editor users. However, once the row/event is viewed in Calendar (Dynamic View), the details card has…
Project Template auto Update from Intake Sheet using Control Center
Hi, I have a situation where I want my project templates which are provisioned via Control Center to link to cells in the intake sheet each time a new project request is submitted and provisioned. For example: whenever an intake request is submitted and a template provisioned, I want the newly provisioned template to…
Is it possible to hide rows based on value of a column in Dynamic View?
Hello, Using Dynamic View to allow users to see a report where we do not want them to have actual access to the sheet driving the report, so we have a report created that the dynamic view is on. Currently the report is pulling all data based on a couple filters. Ideally the group that owns the sheet and report can see…
