Add Ons and Integrations

Archives for January 2018

Smartsheet/Salesforce Filters
I am using the connector for Salesforce and I have to setup filters from Salesforce to Smartsheet, but I only seem to have the option to add "AND" filter rules. Is there a way to add "OR" filter rules?
Forms from Mobile App
Hello, I'm working on an inventory spreadsheet and I'd like to be able to have my team fill out "order request forms" on their phones. I can't seem to locate this as an option on the iphone version i'm using. Is this feature available? Thank you! Erika
API Access Token for Single Sheet
Hi, I would like to generate an API Access Token for a single sheet. Currently, if I provide my API Access Token in a script for others to use, they can use it to access all of my sheets (and those shared with me). Please let me know how to do this. Thanks, Brent
Select a cloud service folder for attachments
I would love to use something similar to the existing Box, One drive, etc, integration to be able to select a whole folder to attach rather than just individual files. When a new file was added to the folder in Box, it would also be available in smart sheet.
Outlook App and Date Column Error
I am using the Outlook app for Smartsheet (which I love!) but when entering info from Outlook, I am unable to edit a date column if there are more than one in the sheet. Ex. If I have a Start Date and Finish Date for a project, I can only edit the Start Date column from Outlook. The Finish Date field is grayed out. Is…
Capturing data from a Magnetic Strip
I was wondering if there is any way for Smartsheet to capture or populate information if we swipe a card that has a magnetic strip? I.E. can we have employees swipe their ID badges and capture their employee ID number?
Outlook 365 integration
Added Smartsheet to O365 when I use the Add to Smartsheet button it brings up my smartsheet account with less files then when I log directly into Smartsheet from the web.
Skype for Business - having issues with joining people in conversations
Skype for business has all been set up for us and I can see who is online, however when I try to open up a chat withsomeone it always shows the message, once I have typed in that they cannot join the conversation and they disappear in the window. Is this normal? Is this a Smartsheet thing or an IT department kind of thing?
Selecting Specific Date in Smartsheet to use as Google Calendar event date
I've checked thru the community postings but did not find an answer so hopefully this isn't a "asked before" question. My SmartSheet has multi dates, I'm looking to use a specific date column as the column that is used by Google to create the event when I publish the sheet as a Google calendar, is this possible?
Outlook Add-In is unreliable
The efficiency of moving Outlook emails over to Smartsheet is one of the greatest benefits of Smartsheet for me. But it is also wildly unreliable. Some days it works, and then some days it says it can't connect. Sometimes if I switch default browsers and log in, it works, other times (today) NOTHING works, and I can't get…

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Flagging this Month or Last Month
I am trying to create a helper column to flag something as occuring "This Month" or "Last Month" This is the formula I'm using. =IF(Date@row = MONTH(TODAY()), "This Month", "Last Month") It is saying #INVALID OPERATION. Not sure what I have wrong here.
PDF Attachment Downloads
We used to be able to click one time on the PDF symbol to open our documents, but now have to click on the three dots and then get this menu and select open in new tab. The single click still works if we are opening a Word document, just not with PDF. Is there a way to get this function back?
Percentages not displaying correctly in Report Summary
Hi, In this report. I want to total up a number of percentages coming from different sheets. Sometimes the percentages add up as percentages, sometimes they display as an fraction. The source sheets are all from the same template, so should be formatted the same way, though I have noticed that certain files seem to be…

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