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Not pulling linked field from Jira into smartsheet
Hi, I have a linked field "Acccount" in Jira that is not pulling into Smartsheet even though it's mapped in the connector. When selecting on the link it goes to a tempo page. Is this supported? Thanks, Katie
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Document Builder and email delivery
Hello, I would like to use document builder to create employee statements and send them directly from Smartsheet. Creating the document is fairly straightforward but I am not sure if they can be sent via Smartsheet at once. We have done this in the past via a mail merge outside Smartsheet. Does anyone have experience…
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Smartsheet Calendar Slack Alert - Changing Link
Hi, I made a Smartsheet Calendar App that connects to a sheet that has workflows that sends alerts to my team's slack channel. Is there a way to change the link of that alert (see picture below)? Right now it takes us to the sheet but we'd want it to take us straight to the calendar app so that it's easy for people to…
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What is the best practice for entering and tracking project manager time in Resource Management?
In our organization, typically a project manager is not assigned specific tasks but rather does the work of managing the project, leading meetings, etc. We want to track how much time PMs spend on each project; e.g., Project A - 50%, Project B - 20%, etc. What are some best practices for how other companies do this in…
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Salesforce / Smartsheet Connector: Automate Workflow or Give Team Members Access to Run Workflow
Hi Team, I know there isn't a way to give team member access to run a workflow you created. This functionality would be extremely useful in order to prevent single points of failures. Until this functionality is created, I would like to ask, if there is a workaround. Issue: We need to have multiple resources run the…
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Rename Folders Provisioned by Control Center
Hello All I have provisioned about 100 project toolkits through Control Center, and I don't like the way the folders in Smartsheet are sorting. Can I rename the folders in Smartsheet without breaking anything with future global updates? I would like to rename the folder for all the projects provisioned to have the unique…
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Dynamic Reports and Control Center Programs
I am having an issue with our Dynamic Reports. We now have 2 separate Control Center programs that both look at the same Dynamic Report to list all of our high severity risks and issues for our projects. We are actually transitioning from one program to another. All of the projects provisioned from the old program were…
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Salesforce / Smartsheet Connector: Automate Workflow or Give Team Members Access to Run Workflow
Hi Team, I know there isn't a way to give team member access to run a workflow you created. This functionality would be extremely useful in order to prevent single points of failures. Until this functionality is created, I would like to ask, if there is a workaround. My Example: I have new rows added to my smartsheet based…
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Document Builder DocuSign Error When Contact Column is Blank for Template Role
I'm using Document Builder with the DocuSign integration to route a pdf form for for signature(s). One to 3 signatures may be required. My DocuSign template has 3 roles that Need to Sign which are mapped to 3 columns on my smartsheet. When I test the DocuSign process using 3 contacts the document is generated and routed to…
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Pulling data from website into Smartsheet
Hello I am creating a website using Wix and I am embedding a smartsheet form into a page that is only accessible if a user is logged in to the website. Is it possible to pull their name and email into the form automatically? TIA