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Docusign Integration Generating Blank Documents
Help! We recently upgraded our docusign account and then had to recreate our templates and remap them in our grid. When using the "Generate and Send with Docusign" automation, Docusign sends the signers blank documents. Why is it sending before populating the document? What am I doing wrong?
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Auto-time generation
Has Smartsheet come up with a way for a time to be auto-generated like the date can be?
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Optimizing Dynamic View Performance Through Reports
I'm looking to improve performance of a very large sheet by breaking its records into smaller, identical sheets (split up by record category)... then merging all of these smaller sheets back into a report. Many of our stakeholders interact with our sheet via Dynamic View, which means I would rebuild our Dynamic Views on…
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Building a Client-Facing Portal in Smartsheet. Workapps?
Hi Smartsheet Community, I am trying to figure out what the best avenue/ tools within smartsheets are to build out a published portal that is dedicated to our customers. Some background: My company generates utility-scale renewable energy projects from scratch. Our business model is to develop these projects over time…
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How do I make a global sheet/report/dashboard name change
I use Control Center to provision new projects. How do I globally change sheet/report/dashboard names' suffix after a project has been provisioned and is underway? For example, if the suffix was "Enterprise Business Unit", and now I want it to be "Enterprise BU".
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Best way to connect Smartsheet with SharePoint?
At the minute i am pulling in data via Data Shuttle workflows from my one drive to connect sheets and excel reports. What is the best way to change now to connect my sheets to SharePoint sites to pull data in?
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Hyperlink in Sheet is not accessible on the workapp
I have sheet that has a hyperlink using the "link to other smartsheet" function and the sheet linked is contained in the same workspace as the sheet where the hyperlink is. But when i set up the workappp they hyperlink is gone,
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Morale tracker?
Hi! I am looking to effectively track the morale of my team members. Is there a Smartsheet add-on which could do this easily and preferably anonymously? It would be nice to have a nice daily report shown to the entire team in our daily huddles. Thanks :)
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Attachments
Is there a way to automatically copy an attachment(s) from one sheet to another. I have a form that our customer service team uses to submit complaints that are response required with attachments. This works with the main complaints report that has no attachments. When customer service provides additional documents, I…
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How to pull data from a report to a sheet?
I'm currently trying to create a sheet where I can pull data using a formula from a report, I've tried to do DataMesh & Pivot to no avail, would there be any way or formula where I can use a report as a source sheet? Also, can DataMesh mimic a report instead of a sheet? Thanks!
