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DocuSign Integration Help
Hello, New to DocuSign integration. Have gone through the mapping wizard, but when it comes time to actually drag and drop the Smartsheet fields to the PDF, I cannot do so. I read through the Smartsheet instructions and noted that you have to update the Manage PDF form fill data option to assign to placeholder (see…
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Datamesh configurations to sheets with new name
I have noticed that when I create a datamesh configuration using a sheet whose name has been changed from the original (what it was called when made), datamesh retains the old name no matter how many times the name has changed. I change the name so I dont have to create new configurations (copying configurations would be…
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Data Shuttle "Source field" not listing columns from Source sheet
Hello experts! I'm attempting to create an Upload workflow in Data Shuttle, however when I get to the step to map the fields between my Source and my Sheet, the "Source field" columns that are shown are not from my Source (saved to a OneDrive, with all of my Data Shuttle files. Below are my selections: I have verified that…
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Hyperlink in Cell Isn't Greyed Out When Checkbox is Selected
I have a conditional format setup on my sheet to grey out a row when the checkbox for row is checked. However, the link that I have setup in one of my cells doesn't grey out. Is there a setting I'm missing for this?
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Workflow or Data Shuttle for PowerPoint Document Upload
I've done some research to see how I can have a PowerPoint file automatically uploaded to Smartsheet either via a workflow or via the data shuttle. It appears that PowerPoint isn't a supported file type and figured I'd post here to see if anyone else got this to work somehow. Thank you!
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Power Automate & Smartsheet
Hello everyone, I'm currently working on a project involving Power Automate to create folders in SharePoint whenever a row is updated in Smartsheet. I want to use the updated value in a particular cell as the new folder's name in SharePoint. I've been following these instructions, but I'm having trouble finding the "Get…
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Gantt view Smartsheet in Teams?
I added a project tab to a channel in Teams. I can see the project in Grid view, but can't find how to change to Gantt view.
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What is the best way to connect a sheet to Azure DevOps
@Mike Meadors and I are working on setting up Smartsheet in our company. In doing this we are trying to connect our Azure DevOps to our Smartsheet Raid logs. I have seen a few questions from a couple of years ago, but wanted to know if anything more resent has been done in connecting the two. What I would like to do is…
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Added New Sheet and Dashboard in Control Center, But Dashboard Not Added to Project Folder
Following steps from here and here. I added a new sheet and dashboard to my toolkit folder. I updated the blueprint in Control Center to include this sheet and dashboard as Optional. When I go to update an existing project: 1) I click the pencil to edit the project 2) I click the Add New Templates button 3) I click the…
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PivotApp Output: Dates will not show as values
Hello all! I am trying to setup a pivot app that looks similar to the screen snip below. This is how it was setup in Excel before we started moving to Smartsheets. The sheet I am using to create the pivot from looks like this: My pivot settings are: I would like my Payers as my columns and my Provider Name then Line of…
