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Blueprint for Different Project Plans
We have different sized projects (small, medium, large) and each one will have a different project plan template. We currently have an intake sheet setup with Blueprint so that once a project is approved the standard template is used. However, we would like to use another column in our intake sheet that shows which size…
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Connected User Count and Published Items
Hi, Hoping the brain trust here has experience of this. We are on Smartsheet Advance and on a certain tier of Connected User and I'm curious if viewing a Smartsheet object on an external web page via its embedded publish link increment the Connected User count? For example, take the publish link for a dashboard and embed…
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Datamesh Pulling all rows
I am using datamesh to lookup a value in my target sheet and bring in some columns from my source sheet. Source Sheet, is a JIRA integration bringing in multiple rows for JIRA Tasks. Target Sheet, is a project plan where we want data on specific JIRA IDs. When i create a datamesh config to only copy the JIRA ID identified…
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Salesforce Connector & Smartsheet
Hello! I've been reading into the Salesforce Connector for Smartsheet and had a question that I can't really find a clear answer on. Is there a way to assign tasks through Smartsheet that would then send a notification through salesforce letting them know they have a task assigned to them. I want others in our office to be…
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Smartsheet-Salesforce connector
Hi There, Hope you are well! Can you help me how to check log file of Smartsheet-salesforce connector. To create the old one as new one connector by checking the log files Thanks, Keerthana
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Smartsheet Embeded code in Sharepoint
Hello everyone, I have published one dashboard and embedded that dashboard to show in Sharepoint, For my US team it is visible but for the UK team it is not visible. If anyone knows the reason please let me know. Thanks and Happy new year in advance!
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Data Mesh Adding Data to column without overwrite?
Hi, I have a base information sheet with a comment section. In another new information sheet that people will add new rows with a comment column. When Data Mesh runs I want the new comment to be added to the current comment already in the base information and not overwrite it. Is that possible? To add information to the…
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Process confirmation
Hello, I would like create a process confirmation with smartsheet to evaluate good pratice during meeting eg: The organizer was ready 5 minutes before / Agenda and meeting material was sent in advance..... This check list will allow to the team of the meeting to evaluate itself on the principles that defined. The…
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Salesforce Connector and Sync Status Function
The sync status for Salesforce Connector automatically pulls rows that are filtered out and puts them under the "Filtered out by Connector" Section. Is it possible to adjust what Smartsheet's does if a row is not syncing? I would like the row to stay where it is and instead do a conditional formatting type option where it…
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Parsing data from one row into two
Hello, I have a grid in Smartsheet with two different types of sales data per employee. As there are different payroll codes for each type, I am trying to figure out a way to either use the pivot app or a report to create one or the other that would create a second line with the necessary data when needed. For example, if…
