MS PowerQuery Export with Multi-Select Column - Delimiter
Hello, Part of our process requires data from smartsheet to be put into excel for which we use PowerQuery (and this works very well). However, we have lately encountered a problem in that Multi-Select Columns are output into the resulting excel table with a comma delimiting each value. It would seem this this is a logical…
DocuSign -Can the DocuSign Integration Attach the Completed File without the Certificate of Summary?
Hi, I've been using the DocuSign integration with Smartsheet. It is working well, except I'm having the following issue with a well intentioned feature: When a signed Document is completed in DocuSign, it is attached to the correct row in Smartsheet (this is a great feature!). However, DocuSign attaches the completed…
Salesforce Connector - Using "Assigned To" field for automated alert
I have an "Assigned To" column mapping both ways from SS to SF for a services team project estimation process. In Smartsheet, the "Assigned To" field has the employee name and email and automated alerts are sent when someone is assigned. However, when the data pushes from Salesforce to Smartsheet, the "Assigned To" name…
Google Site search function in embedded smartsheet
I have a google site where I embed different smartsheets on different pages. So, in gSite page 1 I embed smartsheet 1, in page 2 I embed smartsheet 2 and so on. The google site offers me a search function that allows me to find words in the different gSite pages, but this search function cannot search inside the content of…
How can I add a link to a shared file from Dynamic View?
I have a dynamic view where my team members can manage the requests assigned to them and they need to add links to the reference documents for their projects. Currently the "Attach file" option in the dynamic view shows the desktop folder. How can we add a link to a file from Google Drive? We do see the option in the…
Has anyone figured out how to convert leads from Salesforce using the SmartSheet connector?
I am looking to have some of my team members fully work out of SmartSheet, and use SalesForce as our database. Specifically, we'd like to allow our reps to fully work out of smartsheet, and that requires them to convert leads within the tool. Has anyone accomplished this? We only have a few validation rules, all are…
Data Uploader feature
Hello Smartsheet community! I am a new member and I am trying to learn about Data Uploader. I would like to use Data Uploader in Smartsheet to load data into Multiple (Smartsheets)? Are there any tutorial videos that can help? What steps do I need to follow. Thank You for your help and guidance in advance.
Smartsheet Sync Google Forms - choose which field synced to the primary field
Hi all, I sync google formular data to a smartsheet, which works fine. Because I copy new entries to another smartsheet they must have the same primary field. Unfortunately the smartsheet sync is syncing an other field from the google form to the smartsheet. e.g. I need "NAME" as the primary field but smartsheet sync…
Dynamic View Comments notifications for DV users without sheet access
Hi Everyone - i know this has been asked before but having trouble finding out if/when this might be fixed and i couldn't respond to the thread to ask... We are trialling Dynamic View and have set up some profiles or "view" with comments enabled. We've found out you can tag someone in the comments in DV (although it…
Pivots not running
For the past day and a half, when I build a new pivot and get the the 'create' phase - the create box greys out and nothing happens. I thought it was possible that my data set was too large, and so I tested with a small data set and get the same result. I've done the following: Logged Out and Bag In (of both Smartsheet and…