Looking for ERP recommendations
Hey Community! We're looking at getting a new ERP system in the next 6-12 months and was wondering if anyone had any recommendations that integrated well with Smartsheet? We are a manufacturing company looking for a system that will handle inventory management, purchasing, accounting, production & shipping and something…
Has anyone integrated Five9, Zoho or Kayako with Smartsheet? manually or otherwise?
we have a call center who manages multiple intake, call and ticket programs to do their work. we are trying to create a task 'hub' so we can track workload across platforms. has anyone used Five9, Zoho or Kayako, either with an API, a coded integration or with a manual import, or any other means of connecting them?
How to automatically remove "unmatched" datamesh results from the Target sheet?
Hi Smartsheet SMEs! In DataMesh, selecting the "Copy and Add Data" option will keep the Source and Target sheet in sync --- automatically creates new lookup values if needed. Have you devised a solution that automatically removes/deletes unmatched data --- rows in the target sheet that no longer reconciles to the Source…
Hello, Is there a way to create a fillable form (PDF or otherwise) that would allow Smartsheet to capture the entered data AND allow for the form to be signed with DocuSign? Thanks
How to embed a calendar to a Form
Hi , We are using Smartsheet form to sign up for move pack appointments. How can I embed a calendar into a sign up form? I have 9 days and 6 timeslots each day. I am using CountIF formula to alert when a cap of 9 sign-ups reached. I am trying to find a better way to manage an hourly sign-up capacity. If I can show the sign…
Can a non-Licensed user add comments to an item via the Calendar App?
I'm wondering if a non-licensed SS user is able to add a comment to an item via the Calendar app? I've published a Calendar App calendar to a dashboard, and then shared this dashboard to a MS Teams channel tab. It is here that I would like non-licensed users to access items in the calendar, click to view more details, and…
VLOOKUP #NoMatch has me completely stumped
I have a vlookup formula in my sheet (Project Plan) that references another sheet (Phone List). Despite triple checking formulas, spelling, spaces, etc. I could not get the formula to return anything by #No Match. I copied and pasted the original sheet (Phone List) that's referenced into a new sheet (Copy of Phone List)…
Smartsheet Merge with Google Docs add-on
I have text wrapped turned off in my sheet. However, when I use the smartsheet google doc add on and get to the select row window the preview window shows rows with much large cell heights - it does wrap the text in the preview window. I would like the rows to be close together instead of large spaces. Is there a way to…
What new features do you want to see in Forms?
Hey! We run a form-building service at FormCrafts (https://formcrafts.com/) and have been considering building a native integration for Smartsheet. I'd love to get some feedback and suggestions on what people are looking for that's missing in Smartsheet forms. Some ideas we have so far: Being able to add custom text,…
Smartsheet - Azure DevOps integration
Hey guys, I'm trying to create a connection between Azure DevOps and Smartsheet but I'm having a lot of issues with it. Has anyone ever made a two-way connection between the two? Especially being able to update an item in Azure when a row is updated in Smartsheet (and vice versa)? My goal is to be able to update fields in…