-
DocuSign Integration - DocuSign Accounts
Hello, Pitching this to my company now and building a case for getting DocuSign. Does anyone know what the DocuSign account requirements are? Do we need to have an enterprise DocuSign account or does only the person building the workflows need to have DocuSign? I am trying to show the cost.
-
How can I get an approved vacation to be added to outlook calendar automatically?
I have set up a sheet of planned time off requests, once an item is added, the manager listed in the column gets a notification for approve/ reject/ request review once approved, the status in the sheet changes to 'approved' along with the same workflow I would like it to add a calendar entry in Manager's and employees…
-
Can someone explain WorkApps to me? I just dont get it.
I am trying to understand the "why" behind WorkApps. At my first glance, it just seems redundant. I am clearly missing the point. I have not been able to find a video or article about the benefit of using it? Can anyone recommend a learning resource and maybe a case study or two? Thanks in advance. Jef
-
Google Calendar sync error
Hi, We have been using the same Smartsheet file for a few years now, no issue, all events published ok on Google Calendar. But since the beginning of the year, we have this issue, where the information is no longer displayed, just the filled row. Nothing changed on the file, so not sure where the issue is from. Anyone had…
-
SCC: Help using dependencies in blueprint that can pull date from profile data for Start of project
Hello Smartsheet experts. I am am having trouble figuring out how to take profile data (a project start date) and push it into a toolkit Project Schedule that has dependencies enabled. I've looked everywhere and am not sure this can even be accomplished. Background: We are working to build out a standard PPM solution that…
-
Why is my Document Builder not working?
I am attempting to generate a document from one of my sheets but the document builder is not allowing me to create a document. It is working in another sheet but not in my current worksheet. I was able to create a new document mapping in a different worksheet so I am confused why my currently worksheet is not allowing me…
-
Live Data Connector
While we have a lot of our Team stuff in Smartsheet, we also have some in Excel. Currently, we are exporting some Smartsheet Sheets to Excel for another member of my team to use vlookups and such in Excel. Would the Live Data Connector help with this so as to keep my data in Smartsheet, while letting my Teammate use Excel…
-
Alerts for Teams Channel not working from template
Hello, I have an automation step set up to alert a Teams channel when a specific action happens. It works fine until I save the file as a template. Then it fails to bring over the Teams channel info so naturally won't fire when it's supposed to. I have verified that my settings are set to Unrestricted. Again, it works fine…
-
Upload Data Shuttle Flow Deleting Rows in Target sheet
Hello Smartsheet group, I am facing the same issue trying to test an upload workflow. I have created an upload workflow that will pull from OneDrive - XLSX file and replace the rows of information into my target Smartsheet file. For some reason the target Smartsheet file is only deleting the rows of data and not uploading…
-
What are the Data Mesh Cell limitations
Hi, I know when I run Data Mesh there are limitation to how many cells can be updated but I don't remember how many cells are allowed. Does anyone know? Thanks Kim