Apps, Integrations, and Add Ons

Archives for February 2020

Discussion List

  • Data Uploader with Contact List
    In Apps, Integrations, and Add Ons
    How do I setup data uploader to update dropdowns in the contact list with NAME and Email. Right now it overrides the column property to the SINGLE DROPDOWN column and inserts email address only.
    Answered - Pending Review
    166 6
    Answered - Pending Review 166 views 6 comments Most recent by Darren Mullen Apps, Integrations, and Add Ons
  • Changing the colours assigned to various groups in the Calender App
    In Apps, Integrations, and Add Ons
    Hello, I want each name to have a different colour in the Calender App. I can select "Color by Column" and it works but I find the automatically chosen colours to be garish and I would like to set my own. However, the option to…
    Accepted
    491 9
    Answered ✓ 491 views 9 comments Most recent by JessMK Apps, Integrations, and Add Ons
  • Contact Fields in Dynamic View
    In Apps, Integrations, and Add Ons
    I have a Contact Field which I want users to populate through Dynamic view. The Dynamic view is over a Report. When I test entry into that Contact Field, it is pre-populating with all the users in our installation. The original field on th…
    Accepted
    226 3
    Answered ✓ 226 views 3 comments Most recent by Genevieve P. Apps, Integrations, and Add Ons
  • Automate sheet creation
    In Apps, Integrations, and Add Ons
    Can I use automation to trigger the creation of a new sheet? Here's the situation. I have a form that adds a new row to a sheet. I would like to evaluate the primary key's value against what already exists in sheet and do one of two things…
    Answered - Pending Review
    467 8
    Answered - Pending Review 467 views 8 comments Most recent by Michael Stavropoulos Apps, Integrations, and Add Ons
  • Automation Not Working
    In Apps, Integrations, and Add Ons
    I have an automation that when an item is marked as Rejected it should be moved to a different sheet (see below)... The issue is that this automation is not working and items are not being moved to the Rejected sheet. Any ideas why??? This…
    Answered - Pending Review
    471 5
    Answered - Pending Review 471 views 5 comments Most recent by Andrée Starå Apps, Integrations, and Add Ons
  • DocuSign going away...! :(
    In Apps, Integrations, and Add Ons
    Just received an email that DocuSign integration via Smartsheetlabs will be going away in Q3 of this year. This is horrible news! We have so many workflows that have worked so well :( I'm not sure if there's any other way to to integrate…
    Answered - Pending Review
    115 5
    Answered - Pending Review 115 views 5 comments Most recent by Andrée Starå Apps, Integrations, and Add Ons
  • A few questions..
    In Apps, Integrations, and Add Ons
    When in Dynamic View and data is entered through a form, the filters I had set up get greyed out and disappear (i.e. I am filtering by JOB# and JOB NAME). This is not the case in my normal sheet however. The same data from the form entry i…
    Accepted
    255 5
    Answered ✓ 255 views 5 comments Most recent by Genevieve P. Apps, Integrations, and Add Ons
  • Can I setup Data Uploader on a Template?
    In Apps, Integrations, and Add Ons
    We have three main WorkSpaces, and each Workspace has a set of sheets. We use the Workspace as a template so each time we start a new project we just copy the appropriate WorkSpace and rename it to the project. One sheet is the same exac…
    Accepted
    1 1
    Answered ✓ 1 view 1 comment Most recent by Andrée Starå Apps, Integrations, and Add Ons
  • Integrations with Hubspot
    In Apps, Integrations, and Add Ons
    Our Sales team is using Hubspot. I am looking for advice on integrating Hubspot with Smartsheet.
    Accepted
    1674 13
    Answered ✓ 1.7K views 13 comments Most recent by Jerry Lenzo Apps, Integrations, and Add Ons
  • Automation Issue
    In Apps, Integrations, and Add Ons
    Hello, Trying to get some light on why an alert might have been triggered; in checking the alert setup and it looks OK. This is the issue: The onboarding team received the below alert with an offboarding request; issue is this request ha…
    Answered - Pending Review
    23 3
    Answered - Pending Review 23 views 3 comments Most recent by Andrée Starå Apps, Integrations, and Add Ons