Google Calendar sync error
Hi, We have been using the same Smartsheet file for a few years now, no issue, all events published ok on Google Calendar. But since the beginning of the year, we have this issue, where the information is no longer displayed, just the filled row. Nothing changed on the file, so not sure where the issue is from. Anyone had…
DocuSign Integration - DocuSign Accounts
Hello, Pitching this to my company now and building a case for getting DocuSign. Does anyone know what the DocuSign account requirements are? Do we need to have an enterprise DocuSign account or does only the person building the workflows need to have DocuSign? I am trying to show the cost.
How can I get an approved vacation to be added to outlook calendar automatically?
I have set up a sheet of planned time off requests, once an item is added, the manager listed in the column gets a notification for approve/ reject/ request review once approved, the status in the sheet changes to 'approved' along with the same workflow I would like it to add a calendar entry in Manager's and employees…
Document Builder DocuSign Error When Contact Column is Blank for Template Role
I'm using Document Builder with the DocuSign integration to route a pdf form for for signature(s). One to 3 signatures may be required. My DocuSign template has 3 roles that Need to Sign which are mapped to 3 columns on my smartsheet. When I test the DocuSign process using 3 contacts the document is generated and routed to…
Control center: include template(s) based on value in Intake Sheet
In control center is it possible to set up so that template(s) is included during project creation based on the value in the cell on intake sheet?
Bridge Workflow Scalability (need to duplicate x 100)
Hi there Smartsheetians, The Situation: I have a Sheet connected to Bridge workflows (1 Parent and 1 Child) - It's a FedEx tracker API call that returns various package statuses triggered by entering tracking numbers into the Smartsheet sheet. But, all 100 stores cannot use the same sheet otherwise there would be…
What is the best practice for entering and tracking project manager time in Resource Management?
In our organization, typically a project manager is not assigned specific tasks but rather does the work of managing the project, leading meetings, etc. We want to track how much time PMs spend on each project; e.g., Project A - 50%, Project B - 20%, etc. What are some best practices for how other companies do this in…
Upload Data Shuttle Flow Deleting Rows in Target sheet
Hello Smartsheet group, I am facing the same issue trying to test an upload workflow. I have created an upload workflow that will pull from OneDrive - XLSX file and replace the rows of information into my target Smartsheet file. For some reason the target Smartsheet file is only deleting the rows of data and not uploading…
Zapier: Adding Rows and Attachments via gmail to Smartsheet
I can successfully get Zapier to add a row to Smartsheet when I apply a specific label in Gmail, but when I add an additional step of adding an attachment to the row that was just added, it always goes to the row below the one I just added with the Zap. In the setup where I specify a row to select to add attachment, I do…
How to Get Row Data from Sheet ID using Zapier
I'm trying to use Zapier to update an existing row, (row 2), in a sheet, (created by a previous zap) by passing the value of the "Project Plan ID" (sheet ID) column in my trigger sheet. Why can't Zapier get row information when a sheet ID is supplied, even though I know the sheet exists? Is there some other way I can…