Add Ons and Integrations

Archives for August 2020

Can Smartsheet send a notification to a TEAMS channel that is private?
When creating an automated workflow- i want to send a notification to a TEAMS channel. It seems that it will only work if the TEAMS channel is set to "Standard". I am currently trying to get a notification sent to a channel that is "private".
Project Link in Power BI
We user Power BI to import the Smartsheet Intake and Rollup sheet data to create our portfolio dashboards. My only problem is that the Project Link is coming over as text and not as a hyperlink. We set our Control Center blueprint to open to the project dashboard. Can someone please recommend a solution if there is one?…
Is there an option to add new Metadata to select Existing Projects using the SS Control Center?
When we created some new projects recently, we accidentally missed selecting a metadata (in the profile data) and hence some of our projects are missing this essential information. In order to ensure that all our projects are consistent, I am looking to use the Global Update to add this metadata to these existing projects…
Project Tracking and Roll up
I have used this already for my overall project tracking and the dashboard. I tried to use template for another Project by saving as new the template set. Why is the set showing me a copy of the previous template set and not updating with my current project plan?
Salesforce Connector & Smartsheet
Hello! I've been reading into the Salesforce Connector for Smartsheet and had a question that I can't really find a clear answer on. Is there a way to assign tasks through Smartsheet that would then send a notification through salesforce letting them know they have a task assigned to them. I want others in our office to be…
Enable a Jira-Smartsheet-connected workflow for multiple users
Hello, I've set up a Smartsheet-Jira-Integration which is working, however, my colleagues who are set up as admins for both the Smartsheet and the Jira workspace are unable to run the workflow. Is this functionality restricted to the person who's the workflow owner only? Thank you for your help.
Integration of Scan App to Smartsheet
Hallo, I ask myself if this is possible with Smartsheet too: after colleagues scanned bills and receipts with their Smartphone Smartsheet should automatically recognize the date out of the document and record them into a given Smartsheet file (f.e. bill number, amount, execution date). I know this excellently working f.e.…
Receiving error "Your Access Token is invalid"
We have the Jira<>Smartsheet integration active and in use. We are finding that many of the Workflows that are syncing Sheets to Jira are disabling at an unpredictable volume and frequency. When reviewing the run logs for these disabled Workflows, I see the error "Your Access Token is invalid". Despite re-enabling the…
Is there a way to edit the Details Panel Layout for Calendar App entries?
I have text fields where the text extends the size the of the box, thus, not showing all information to shared users when they view the details of calendar entries. Similar to how one is able to determine what fields are shown (and how) in the Details Panel Layout for entries in the Dynamic View app, is there a way to have…
No response from Smartsheet Customer Services, several months of trying!
Dear Smartsheet, We have made several attempts to contact customer services, 2 of whom we have had many hours initially trying to set up a workbook for our company. None of the efforts produced a working product. I will not name the 2 smartsheet employees here. We are so disappointed with the wasted time, wasted money and…

Trending in Using Smartsheet

Data Shuttle Error "Specified Key Does Not Exist"
In Data Shuttle, I have a workflow that is producing the following error: Unable to add rows to target sheet : UNKNOWN: The specified key does not exist. (Service: S3, Status Code: 404, Request ID: 7FED8H5R7Q5AXB87) This workflow has been operating fine for months (runs twice a day) with no errors and this just started…
Reupload Data with DataShuttle
Dear All! I would like to create a tool which uses Data Shuttle. Basic idea is to ask user to upload attachment (via a form) which would trigger a data shuttle and info in the attachment would go to a transition sheet from where it would be moved to the target sheet with automation. It works nicely, however, I need to…
Dashboard reports not showing on published dashboard in SharePoint
I have embedded a Smartsheet dashboard in a SharePoint Online site. Some reports show just fine, two do not and I can't figure out why. I published the dashboard and grabbed the embed code. Used an embed web part in SharePoint to embed the dashboard. Two reports show fine, the other two have errors. There is nothing…

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