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Jira connector
Is there a way to create a template of the field mappings for the jira connector? We would like to establish a standard mapping for a set of our projects and we are looking for a way to either clone an existing workflow or upload a template.
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Adding a smartsheet to Teams
I am trying to add a single smartsheet to a team in MS Teams. When I click on the team in the left panel of Teams, I do not see a plus sign. I know that Teams is connected with Smartsheet. (I don't know where the web version of Smartsheet even saves my smartsheets). I have been looking online for more than an hour. Thanks!…
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Smartsheet - Salesforce Connector
Context: In Smartsheet, I have a project intake sheet with many columns of data related to each project. I have set up a workflow in the Smartsheet-Salesforce connector that routinely syncs over relevant data from Smartsheet to Salesforce opportunities and vice-versa. Problem: I am having trouble syncing over the column…
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Cannot Import the filtered report or the report created to Power BI or Spreadsheet.
Hi Team, We love the features of Smartsheet. But to make it more effective and have a bigger user base, this Product feature is definitely needed. For instance, I need to export the results of a Filtered report to a Power BI Dashboard. I have the necessary connectors. But there is no way I can just extract the data that is…
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Extract location data from attachment (picture)
We are using our sheets for sidewalk repairs. An inspector in the field will open the form in the field, on his phone, fill out the basic information (type of work, address). The sheet will auto-populate the date, but I also want it to auto-populate the location. I was thinking if he were to take a photo, both android and…
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Cannot log in to iOS app on iPad
I get the attached error when attempting to use my email address to log in to the iOS app on an iPad via my work SmartSheet account. I have no trouble using it to log in via browser either on the iPad (accessed my account in both Chrome and Firefox) or on my PC. Please advise and thanks in advance!
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iPad Dashboard Navigation
When I create a dashboard, I am unable to create a link to a specific folder within the same workspace that is accessible with an iPad. I've tried it a few different ways (URL's, smartsheet shortcuts, etc.) but whenever I press on the link, it just navigates me back, out of whatever workspace I'm in, to the home tab of the…
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Power BI
Hello, When a sheet is updated in Smartsheet will a report in Power BI automatically read that update? Without having to wait a day to refresh or having to reload to Power BI online, etc. Thanks!
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Replacing form attachments
Hi everyone, I am creating a system in which students submit a form for a project that they are presenting to the university. The system calls for constant feedback and re-submitting. The only problem is, I don't see a way to automatically remove their previous file and replace it completely with their new file. This is…
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How to at mention a specific slack account in a channel from automated workflow?
I just set up my workflow so that when a predecessor task is complete, it sends an alert on my team's slack channel. The intent of the notification is to alert the {{Assigned To}} team member that they can start their assigned task. Is there a way to @mention the team member specifically using their slack account name? I…
