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considering switching from CRM to Smartsheet. What's the best way to ensure a smooth transition
Do we have any standard templates related to CRM in Smartsheet? Appreciate insights and advice from those who have undergone similar transitions or have expertise in utilizing Smartsheet for CRM purposes. Specifically, I'm interested in: Strategies for migrating data from our current CRM system to Smartsheet. Best…
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How to ensure Dashboard links remain dynamic in Control Center
My blueprint contains a dashboard that has several links to other reports/sheets within the same workspace of that blueprint. In the summary/meta data sheet, I would like to ensure that when I am referencing links to reports/sheets within the same workspace, control center will know replicate that logic in new workspaces…
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Can I move the location of the intake sheet (control center)
Is it possible to move the sheet without causing any issues? Will control center no longer be able to link up any information or will it need to be set up again?
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Smartsheet API x mobile app
Hello, We have a developed a mobile app wherein any information collected will be conveyed to a Smartsheet via API. In our test via Postman, test data were successfully posted as new rows on the corresponding Smartsheet. However, when performed via the mobile app, test data could not successfully be posted. That is, new…
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Anyone has integrated Qualify (Original Software) with Smartsheet?
We are trying to integrate Qualify, a testing platform, with Smartsheet. So far we've figured out how to transfer the data from Qualify to Smartsheet without issues. We now have a repository listing all the test scenarios of all the projects in our portfolio. Has anyone ever worked with something like this? Because we're…
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Control Center Blueprint Not Appearing
I have two blueprints in Control Center and when I go to create a project, neither appear as an option. I've tried creating a duplicate of an existing blueprint but still am not presented with any option to select a project when creating a new project from CC. I tried checking an existing blueprint settings and when I get…
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Datashuttle to Smartsheet date parsing
So I have come across another new fun issue that is quite a conundrum, I know that datashuttle wants the date in this precise format to work with data table ("yyyy-MM-ddTHH:mm:ssZ") but recently I have had a similar problem that I encountered when working with data table. The date gets swapped around when there is a…
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What would be the best way to send out a customized Docusign "envelope" through Smartsheet?
My company sends out a variety of agreements and other documents, some for signature and some are purely supplemental, for each new client we onboard. The necessary documentation is different for each client. The current process is to go in through DocuSign, select the documents required for the situation, and send them…
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Heatmap in Resource Management
This discussion was created from comments split from: Can I turn a table into a heat map?.
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Enable Single Sign On with Office 365
When I try to enable SAML, it says that the page is not found. how can I fix that error?
