Add Ons and Integrations

Archives for December 2022

Best Practices for allocating resources in Resource Management?
Hello, We are looking for some best practices around allocating resources in Resource Management. Currently, we are tracking hours at the role level for the duration of a project, but this causes our allocations to be spread out too much. Would it be useful to start tracking with Project Phases to better depict resource…
Salesforce Connector and Sync Status Function
The sync status for Salesforce Connector automatically pulls rows that are filtered out and puts them under the "Filtered out by Connector" Section. Is it possible to adjust what Smartsheet's does if a row is not syncing? I would like the row to stay where it is and instead do a conditional formatting type option where it…
Data Shuttle Functionality?
I can't find any documentation, nor have I successfully produced the result I am looking for. My question is, are you able to use data shuttle and import an excel workbook with multiple tabs of data and have each tab map to its own, unique sheet in Smartsheet?
Workapps
Good day, We have an enterprise plan with Smartsheet. Today I created two WorkA pps - but I keep getting a notification that they need a lisence. I am not sure how to correct this.
Can Smartsheet be integrated with Microsoft O365 Planner?
In our organization we have 2 tools utilized for planning tasks: Smartsheet and Planner. I am assessing if there is a possibility for users to choose to work with only one tool - Smartsheet for example - however to be able to integrate in Smartsheet the tasks assigned to them through Planner (based on some sort of…
Data Mesh Adding Data to column without overwrite?
Hi, I have a base information sheet with a comment section. In another new information sheet that people will add new rows with a comment column. When Data Mesh runs I want the new comment to be added to the current comment already in the base information and not overwrite it. Is that possible? To add information to the…
Parsing data from one row into two
Hello, I have a grid in Smartsheet with two different types of sales data per employee. As there are different payroll codes for each type, I am trying to figure out a way to either use the pivot app or a report to create one or the other that would create a second line with the necessary data when needed. For example, if…
Smartsheet Embeded code in Sharepoint
Hello everyone, I have published one dashboard and embedded that dashboard to show in Sharepoint, For my US team it is visible but for the UK team it is not visible. If anyone knows the reason please let me know. Thanks and Happy new year in advance!
Uploading data with Data Shuttle, with spaces between numbers.
When I upload a numerical string, which has a space before the last 2 digits, the space is removed. How do I upload the numerical string and maintain the space before the last 2 digits? Example, I need the string to import as "123 45", but after the import it appears as "12345".
Process confirmation
Hello, I would like create a process confirmation with smartsheet to evaluate good pratice during meeting eg: The organizer was ready 5 minutes before / Agenda and meeting material was sent in advance..... This check list will allow to the team of the meeting to evaluate itself on the principles that defined. The…

Trending in Using Smartsheet

Can multiple form entries populate one row?
Use case: A team lead submits a form reporting a start time for a delay in work, giving information about the delay and crew members involved. Later, the team lead submits another form reporting the end time of the same delay. Is it possible to have multiple entries populate the same row so the team lead doesn't have to…
Horizontal Axis
Hello, I am hoping that there is a way to rename the horizontal Axis with grids rather then having to keep making a metric longer and longer. This is where the information is being pulled from. But, when I create a dashboard you will see that it is not being labeled with the months. Making my metric sheet and this…
Email automation with PARENT/CHILD data from pivot table
I'm trying to create an output of specific rows of a pivot table to attach/include in an automated email. See below for an example table I'd like to extract from the master pivot table. The "Alert someone" automation allows me to specify which cell information I want to include but does not seem to be able to allow for…

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