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Smartsheet Mail Merge suddenly not working.
We have been using smartsheet merge to send out PO forms to vendors. We pull the necessary information into a google doc and send it out to two different email addresses. I was recently notified that the vendors and managers that receive the PO form (PDF) are not receiving them anymore. I tested this myself by using my…
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Slack or Microsoft Teams
We already use Smartsheet extensively throughout our business (ca. 120 employees in 4 locations). We're currently considering implementing either Microsoft Teams or Slack and are keen to hear other users recommendations regarding how well those products integrate with Smartsheet. Thanks!
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Calendar App- Multiple date display
Hi there, I've been searching the learning center but can't find my answer. Our projects track events by EITHER a start/end date OR Due Date/Activation Date. Is there a way to display BOTH dates on the calendar app? The settings allow me to choose the start date and end date but I can't figure out how to get events that…
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Adobe status
Hi there! My business uses Adobe products on a daily basis. Does anyone know when we can expect to see this integration? At ENGAGE it seemed like it would be soon.
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Calendar formatting to indicate event is cancelled
Hi, I'm wondering if there is something like conditional formatting for the Calendar app where if the Status Column of the source report = cancelled, then the event would be highlighted is a different color. That would be ideal, but if anyone has ideas about how to visually indicate which events are cancelled on a…
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Calendar App with Parent Child hierarchy
I am looking for a way to show the parent child relationship within our calendar. For our events, we want to show the event name (parent), then each task (child) so they are sorted and bundled together as they show in the sheet. I am attaching how they show now. There is no way to tell other than the name, that they are…
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Advice: Looking to create a Global Onboarding SmartSheet
Currently our organization uses 3 separate sheets (one for each region) to track the status of onboarding our new hires. We capture things like: New Hire's Name, Start Date, who the offer letter was assigned to, when the OL was created, Drug Screen information, Background check information, etc. I would like to combine all…
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Is there a way to use OR in a Dynamic View filter condition?
In a View, I can create a custom filter that selects where the Project Lead is "Mike" but I want to also say "OR Debbie." Is that possible? It looks like I can only choose AND.
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ADVICE: Any issue or recommendations around Inbound links into the Project Intake sheet
I have some use cases that would make it important to be able to have inbound links into the Project Intake Sheet. So, for example, I have a Schedule/Task Sheet that has times on it, I want to: create the times in the Scheduled/Task Sheet link the time into the Scheduled/Task Sheet into the Profile Metadata sheet from the…
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Integration with Power BI
Hi, I'm trying to link my data to Power BI in order to analyse it. Dos anyone know whether or not changing the formatting of data in Power BI would also change the format within Smartsheet? I assume not but thought best to check first? Cheers
