Welcome to the Smartsheet Forum Archives
The posts in this forum are no longer monitored for accuracy and their content may no longer be current. If there's a discussion here that interests you and you'd like to find (or create) a more current version, please
Visit the Current Forums. Archived 2017 Posts
Archives for February 2017
Discussion List
Integration to MS Dynamics CRM
Are there any plans to create an integration to Microsoft Dynamics CRM similar to the existing integration with Salesforce.com? Thanks!
Emails from Smartsheets
Is there a way to see the emails sent out from Smartsheets?
Automate RYG Ball based on Checkboxes in Other Columns
I need help from the SmartSheet formula masters... I have 10 checkbox columns (checkbox) and I want the RYG ball to automatically change with the following conditions: * 1) "Red" if no checkboxes are checked. * 2) "Yellow" if some checkboxes are checked. * 3) "Green" if all checkboxes are checked. with one exception... if…
Send Update Request
Hello All I want to share an exciting SS discovery! I am currently doing the Smartsheet Project Management course. The send Update Request function will truly transform my work life. This option does not require the person being requested information to log into smartsheet to answer the specific questions I require…
Auto populate data in other columns by selecting dropdown value in primary column
I'd like to select an item from the dropdown menu in my primary column, and have the two following columns fill with predetermined information. Example: We have 100 items. When I select one from the dropdown menu in column 1, the following two columns automatically fill in the prices associated with that item. Can this be…
Authorisation workflow
Hi, I am in the free trial period with SmartSheet and I am trying to work out if I can make it do what my organisation needs. I want to create a workflow to enable my colleagues to create and authorise projects. At the moment we are using word documents and emails. I have a few questions: · I was hoping to move away from…
Smartsheet API Webhook basics
I want to update a note in Nutshell CRM when a smartsheet comment is updated. I'm just focusing on the smarsheet webhook at this point, and I have read the webhooks section on the smartsheet API documentation and I still have no idea how to send the request. Where does this stuff go? curl…
Excel Attachments Not Coming Through
Any idea why all .pdfs and "some" .xls sheets come through, but not all .xls that are "Sent as Attachment"? It shouldn't be a size issue. I exported a few sheets to check their size, and they are way under our acceptable attachment sizes. It shouldn't be a permission issue because I tested sending a small .xls to a person…
Improved Send Row functionality?
One of the very few things that disappoints me in SS is the Send Row form and function. When I send a row to multiple people, it kind of pretends to send everyone the same email, but in actual fact, each person gets their own email. So I think I'm sending: Email 1 ---> Joe, Sue, Mary But what I'm actually sending is: Email…
Automatically back dating based upon future date
Hello, I would like to update a sheet by putting a date in one field and having serveral date feild updated based upon the first feild. Now I think that I can do [date] + 15 or [field] + 15 but can't figure out how to set a date and work back 1,2,3, etc weeks from that date. [Field] - 7 day does not appear to work.…