-
DocuSign Integration Help
Hello, New to DocuSign integration. Have gone through the mapping wizard, but when it comes time to actually drag and drop the Smartsheet fields to the PDF, I cannot do so. I read through the Smartsheet instructions and noted that you have to update the Manage PDF form fill data option to assign to placeholder (seeβ¦
-
Link Smartsheet to Outlook Calendar
Hello! I'm trying to figure out if I can link Outlook to Smartsheet and use Outlook to identify non-working days. For example, there is a formula for one of our sheets where we record a date, and two days later get a reminder. If this happens on a Friday, it will trigger on Sunday, but I'd like it to trigger on Tuesday byβ¦
-
Multi-Tier Control Center: Onboarding New Employees
Hi, I am hoping someone might have an idea on how I might approach using Multi-Tier Control Center for onboarding new employees for a business with multiple departments. Currently, I have normal Control Center with a blue print and intake sheet, so I can create a new project/onboarding folder for new employees in a singleβ¦
-
In the Calendar App, can you make it filter on a field by default
I have a sheet with a lot of data. I have created a view for it but need it to be filtered on one field. I can set that up fine but now I (and others I share it with) need to reset that filter every time I go in to view it. Is there a way to have that filter automatically set?
-
BRIDGE - Move new row to correct sheet level
I believe I have seen the instructions for this BRIDGE workflow before, but for the life of me I just can't find it. I'm trying to create a BRIDGE workflow that will move a new entry under the appropriate parent row of the same sheet. For example: Let's say there are 10 project types at level 0. If a new record isβ¦
-
How can I link cells from an excel form to a column in smart sheet?
I am using this excel form to quote repair work. I would like to link the cells in the excel form to the columns in the smart sheet.
-
Can I automate a text message from a phone number that is put into a sheet?
I would like to use a form to receive customer information such as a phone number. Once the customer submits the form I would basically like a sort of timer to start which will automate a text message such as "Thanks for coming", or "Your time is almost up". Is this sort of text response possible with some sort of add on?β¦
-
WorkApp Roles - Can I choose the order in the dropdown?
Just that; when I (or others) have access to multiple roles within a WorkApp, is it possible for them to appear in a specified order? It seems pretty random - not alphabetical, not the order I created them inβ¦ And I don't see any way to select like you can for the page order. It would be nice for them to be sequenced in aβ¦
-
Data Shuttle with Box
I am trying to upload data from an excel work book stored on box. I have it set up to to merge data when updated. It works but it does not sync all the data. Out of 300+ rows it only synce the first 150. How do I fix this issue.
-
Dynamic View Expired Link to Attachments
I have a Dynamic View that has been in use for a few years. I was just notified that the attachments are not available to users from the notification email. A message that the link has expired is posting. I had thought this could be used as an ongoing archive and that teams could always download PDFs. Do users have to goβ¦
