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Attach from a company SharePoint folder
Hi All, We have been using OneDrive for attachments, but would love to get away from the documents being stored in a single employee's OneDrive folders. I understand we could have a company drive by using SharePoint - but I'm new to this and we haven't set it up yet. I don't want to go through the trouble if I won't be…
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WorkApp Roles
Concerning WorkApps, in the event that a user is assigned to multiple roles, why do they have to toggle between what role they are? Why can't they just see all possible sheets that they should be able to view? Is there any way to combine the viewable content so that the user doesn't have to toggle between which role they…
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Document builder field returning letters instead of actual text/numbers/*. How can I change this?
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Smartsheet Calendar App vs Calendar View
My team sends out various reports on a daily basis. However, we have to reach out to different teams at different frequencies to ensure that we are sending the most up-to-date reports, as we don't have access to retrieve them manually. Typically, we send reminders using the "reminder" function on our "Report" sheet to…
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Salesforce -> Smartsheet Connector Error (Notifications could not be reset)
Reporting an issue that has become a total blocker for our team. The Smartsheet Salesforce connector was working without issue for years and recently became completely stuck due to the following errors: "We've detected a problem receiving notifications from SALESFORCE. Please press the “Reset” button to try to reset the…
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Hi, Is it possible to obtain signatures through a fillable pdf document on Smartsheet?
Is there an alternative way to obtain signatures on Smartsheet other than using DocuSign?
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Data Shuttle
Hi all I need help with Data Shuttle. I use it a lot, however I have encountered an issue that I cannot resolve. We take data from another platform and export it via csv. files. We use Datashuttle to collect this data and put it into Smartsheet to use in our reports and dashboards. The issue that I have encountered is with…
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Unable to Connect Docusign in Document Builder
Hello SmartSheet Friends, I am using document builder to track signatures on a document. I receive the following error when trying to login to Docusign during the mapping process. Any suggestions? Thank you! Angela
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Update reporting for Active Projects
Hi, I've searched extensively and can't find the answer to my question in the help section. We have a blueprint in control centre, which has produced approximately 400 active projects. The template is 5 subfolders, 4 sub-sub folders, and 46 sheet/report/dashboard templates. We have a number of rollup sheets and dynamic…
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SCC & Calendar App?
Do they work together? I want to create a new calendar in calendar app from a project schedule once it is created in SCC. Is this possible? Thanks
