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DATA UPLOADER and Dynamics view
Hi, May I ask to share knowledge about DataUploader and Dynamics view 1) Data Uploader It seems that data uploader allow to generate dynamics drowpdown list. Is it true? Do you have esemple to share? I need it for a customer dropdown list which is now boring to update manually. 2) Dynamics view Is it possible with dynamic…
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How to create a searchable and printable report that is public?
Hello, I have a Diversity inventory that contains a list of different programs managed by different departments. Now we are being asked to publish that inventory in a way that is searchable and printable. This should be public, meaning that people don't need to login to Smartsheet to view the data. I thought of using a…
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Calendar App - limiting rows in the view from checkbox or dropdown
My department has a large Smartsheet that tracks hundreds of events. We need to create a couple Calendar App views that show events within a specific set of rows that could be based off of a checkbox or dropdown (example could be AMER, EMEA, and APCJ), but so far it seems like when the calendar view is created, it starts…
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Deleted Columns & Power BI
Hi All! I seem to keep running into this when myself or another team member deletes a column in smartsheet, and ends up breaking a sync in Power BI. Often we'll remove columns from a sheet that aren't actively used on PBI reports, but are either part of the source sheet or report. This breaks the sync, and it's kind of a…
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Salesforce and Smartsheet integration
Hi All, I would like to hear some thoughts and insights about the Salesforce and Smartsheet integration from a customer that uses it. Thanks in advance. Elisha
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Generate Documents - Can contact names be filled instead of contact email address?
Hi there, Hope all is well. Hope someone could help. I have created a fillable pdf to be used with the new "Generate Documents" feature. It works great except for one issue. When I map the "Assign to" field or any contact field, it fills the document field with the contact email address and not the contact name. Is there…
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Control Center - Automation (Auto Provisioning)
First question in the SS community :) I set up an automation config in SCC but haven't seen anything actually get provisioned yet. The automation config is enabled in SCC. The intake sheet does have rows that are marked as "ready to provision" via a check box. I've deleted and re-created the automation config with no luck.…
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How do I add the smartsheet for outlook add-in to other email addresses in my outlook folder?
In my outlook I have 2 other IMAP email accounts loaded and one Microsoft exchange account. I want to add the add-in to all accounts for my project. Can I do this?
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Salesforce Connector - Migrate Record ID
Hi, we are about to introduce the Smartsheet Salesforce Connector for connecting an existing Smartsheet to an existing Custom Object in Salesforce. As such, before activating the Smartsheet Workflow, I would like to pre-populate the Record ID column in Smartsheet so that the Connector is able to identify which existing…
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Smartsheet to Jira connector - not pulling all linked fields across?
Hello! I recently built a new workflow in the Smartsheet to Jira connector (both way sync), and it's running, pulling tasks from Jira in as rows into the Smartsheet plan, hooray. However, it's not populating all of the fields that I have linked (the fields are populated in Jira so, in theory, should pull over to Smartsheet…
