I want to auto generate a receipt with Zapier or something and send it to the supervisor and client upon work completed. Problem: Our electricians perform tests on all equipment we install. We have many QC forms that we use but using them is very cumbersome. Our techs need to ensure that they print them off before going to…
Hey everyone, I have a question. My set up: Multiple line items with different Work Package Names. Once the work package is complete we mark it for shipping based on date and time to our job sites. I would like to have a sheet that would consolidate all the work packages (name of the work package) to one row based on that…
I was wondering if anybody know if it is possible to embed social media accounts such as Twitter and LinkedIn as a widget on a dashboard? I have been searching the help section but I have not found a definitive answer. Social media except for YouTube is not on the list of approved widget sources... The goal is to show the…
Does anyone know if there are version requirements for Salesforce to utilize the connector? My IT team is about to upgrade SFDC to Lightning and they want to know if the connector works / requires lightning.
Hello, Some of our Smartsheet users are getting the error below when they tried to use the Smartsheet Merge extension with Google Docs. It appears to only affect newer users. We have other users who have been using it for a while and it still works fine. I tried to do it and got the same error. Any idea how to fix this? Is…
I am setting out on a path to utilize Smartsheet as a Knowledge Base platform for our department. Just as the brain is made up of many parts and connective tissue, so are the functional roles of the business. Smartsheet does integrate video, SharePoint and Lucidchart which conveniently reduces Phase 1 setup. Phase 1 -…
Hello, I have an updated Excel file, and I would like to transfer new rows of data using Power Automate. I see the ability to go from SMARTSHEET to Excel, is there a way to go from Excel to SMARTSHEET? Thanks, Shahara
Help shape the future of Smartsheet. Share your ideas and feature requests.
