Front end sales invoicing and inventory management
Is anyone using Smartsheet for inventory managament coupled with invoining in the field? Is there an app that helps with this process? We have 80 people in the field with "warehouse inventory" delivering, selling, and returningstock on a daily basis.
Can Control Center be used to update Project Settings?
I haven't used Control Center yet, but I will be setting it up soon. Does Control Center allow for updating the Project Settings; like Working Days, etc..?? Or do I have to manually go to each and every project plan (and templates) in order to update these types of settings? Thanks! -Ray
Datashuttle filter problem it doesnt work
What is wrong with this filter that it doesnt work: I have extracted cell history from a specific column that I am looking to monitor for activity, I want to import everything BUT the automated responses or any blank ones and this just doesnt work it still imports the smartsheet automation entries.
Calendar App-Is it possible to suppress the column labels for the 'additional columns'?
I have added three additional columns to the calendar app view. Is it possible to suppress the column header labels? In the example I have attached, we would like to suppress the column labels that appear in italics (Event Time, Event Time of Day, and Event Time Zone). I don't see the option to do so in the set up. Thank…
Hi, I've just gotten access to the Bridge connector, and one question/request that I have is related to the Smartsheet/Resource Management integration. I have a PTO Smartsheet to track holiday requests, with an approval workflow associated with it. Currently, when the assigned manager approves the leave, an automated email…
Generate Documents - Can contact names be filled instead of contact email address?
Hi there, Hope all is well. Hope someone could help. I have created a fillable pdf to be used with the new "Generate Documents" feature. It works great except for one issue. When I map the "Assign to" field or any contact field, it fills the document field with the contact email address and not the contact name. Is there…
How to add a template to existing project in Control Center?
Hi, I would like to add a template in an existing project which was not selected while creating a project. Although it was in the required templates still the person who created it must have unticked it. I cannot add it as it is greyed out? Thanks in advance, Krunal Amin
Use "today" as Data Shuttle filters
Hello, In Data Shuttle I would like to create an offload from a sheet by selecting "greater than today" as a filter on a Date field of my sheet. I succeeded with "contains" "2021", but am unable to have something that works when trying with Today(), nor Today in the criteria box. And it does not work with a specific date.…
Xero live integration with Smartsheet
Hi, Has anyone part of the community done any sort of integration between Smartsheet and the online accounting software - Xero? I have come across websites like Zapier that can do the job for me but they require some sort of manual intervention in between. I am looking for an automatic synchronisation of our finance data…
Users created in smartsheet who are not part of the AD group
Hi All, My organisation is using smartsheet enterprise with SSO through Azure AD. The SSO works well when the user is added to the AD group before they sign onto smartsheet for the first time however we have a handful of users within my organisation (both licensed, unlicensed and some are sys admin) who have accounts in…