Add Ons and Integrations

Archives for June 2020

"Publish User" when using Microsoft Teams
How do we set up our Smart sheet in MS Teams so when comments are made and a user is logged on, the comments will track date/time stamp and the user name? Currently, if a comment is added thru teams it only shows published user.
Numeric Field instead of Text in MS Forms to Power Automate to SS
Hi, I have a MS Flow (power automate) that adds a new row to SS when an MS Form is submitted. I have additional columns in the SS that are not in the form for formula purposes. When the Opex and Capex cost come in I think they come in as text instead of numbers (field is numeric field in form). Complete price is supposed…
data uploader
im using this for the 1st time to fetch data from a one drive excel sheet, if i choose replace as a option on uploader the data is not refreshed when the source data changes, however if i pick replace, then all the data is refreshed, but the formulas i create a now deleted as its a replace (even linked cells to another…
For Jira Connector, I would like to be able to create Workflows for others as well as assign them
I'd like to create workflows for others to use and also be able to hand over ownership of the workflow, the same as you are able to do within SmartSheets.
Archive only if Project is in the Past
I was trying to set up an archive rule that has a condition of if the project status is Complete and if one of the dates in the profile data (the end date plus one year) is in the past.. can't seem to figure it out. Obviously, the completion status is just weather or not blah is "Complete" or "100%" or whatever you key off…
Xero live integration with Smartsheet
Hi, Has anyone part of the community done any sort of integration between Smartsheet and the online accounting software - Xero? I have come across websites like Zapier that can do the job for me but they require some sort of manual intervention in between. I am looking for an automatic synchronisation of our finance data…
Dynamic View - New Item Submission
I'm creating a new view in Dynamic View and I have enabled new item submission as well as user can display and add attachments. Unfortunately when actually drafting a new item submission I do not see an option to add an attachment the same way I would in a traditional form PRIOR to submitting the item. The attachment…
Dynamic View
I am trying to use dynamic view for clients to approve their own tickets that are coming through. I have shared the dynamic view via the domain name - but the users in that domain cannot see anything in the dynamic view. I have tried it myself and it works fine. Any thoughts or ideas?
How do you pull information from the selected sheet when building a project using Control Center
Here is the situation: We have setup Control Center to build a project workspace from sheets. There are also several dashboards and a separate summary sheet. We are pulling information from the separate summary sheet into the dashboard. A number of other sheets (currently 5 but this will grow) have been identified as a…
Control Center API
If there an API for creating projects using with control center ? Let's say i've a matchin row in the intake sheet and user doesn't need any specific information to be set and i would like to create the project through the api, and once created to edit some information reative to that project. Is it possible, and if yes…

Trending in Using Smartsheet

Flagging this Month or Last Month
I am trying to create a helper column to flag something as occuring "This Month" or "Last Month" This is the formula I'm using. =IF(Date@row = MONTH(TODAY()), "This Month", "Last Month") It is saying #INVALID OPERATION. Not sure what I have wrong here.
PDF Attachment Downloads
We used to be able to click one time on the PDF symbol to open our documents, but now have to click on the three dots and then get this menu and select open in new tab. The single click still works if we are opening a Word document, just not with PDF. Is there a way to get this function back?
Percentages not displaying correctly in Report Summary
Hi, In this report. I want to total up a number of percentages coming from different sheets. Sometimes the percentages add up as percentages, sometimes they display as an fraction. The source sheets are all from the same template, so should be formatted the same way, though I have noticed that certain files seem to be…

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