I have a PDF that is attached to a row. Is there a way to send it to Docusign so that I can sign it, and then have it automatically reattached to the row?
I want to create an evaluation for 5 people on 7 criteria in Smartsheet. If I use form or Request Update workflow, then I can only create one input per item/line. However, I want 5 evaluations for each item/line. Do I create indended line and sum? Do I create seperate sheets for each person evaluating and then sum the…
I have set up DocuSign and it's working well except for the fact that I can only send the document to a single recipient. Right now you can see there is one signature. I have set it up for two signatures on the Docusign part but have not found a place on the smartsheet side to assign a second email address.
Please develop the ability to share Pivot and Datamesh configs. It is difficult for me to support my users when I cannot access their Pivot and Datamesh configs. Also, it makes it more convenient in training users when they can see what I built as examples. I realize I can transfer the config, but that is not always the…
I was reading up on data connectors to 3rd party platforms such as Excel, Access, etc. but didn't see any information about accounting systems such as Sage or Quickbooks. Has anyone ever linked an accounting systems to Smartsheet? I am assuming it is possible, but I want to gather other's experiences if they have. Thanks!
I published a sheet and added it to SharePoint. It is visible in Edge and Chrome but not in IE 11. IE Version 11.1236.1734 In IE you see a blue box. Any suggestions on fixing it for IE 11? I searched the Smartsheet site and it appears that SS supports IE 11.
I am trying to develop a table that imports into a document. Data: Employee Name, phone number, email Data is updated every week and there could be more or less employees. How can I make it to where the document just adds the data until it runs out? If I create a fillable pdf, the formatting does not allow for an table to…
I am looking for a way to set up a report in my parent blueprint so that: Every time a new child project is provisioned, a specific sheet from that project is added to the report at the parent level. The parent report is a collection of that sheet in all child projects. Things I tried that didn't work: -Adding the child…
Anyone else having this issue? All the Data Shuttles that I set up, are not anymore been bringing data to Smartsheet from cells that have changed to being blank in my Source Location. This was discovered yesterday, 10/17, when I received many reports from colleagues that work on different sheets that the data shuttle…
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