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Hi Community, Smartsheet customers can now accelerate their processes by automating the creation of documents and DocuSign mapping within Smartsheet. With this new workflow action for document generation and DocuSign mapping, process owners can reduce manual steps for their team when generating invoices, purchase orders,…
Hi Community, A System Administrator can access and initiate transfer of a Dynamic View to a new Admin or Owner role using the Ownership Transfer Requests page. This will help you regain ownership of a view where the previews owner left the company or cannot otherwise initiate the transfer themselves. The new Admin or…
Hi Community, Data Shuttle by Smartsheet enables you to upload or offload your data from ERPs, CRMs, and databases to and from Smartsheet. This new feature allows you to be able to use Sharepoint as a Microsoft shared drive to upload and offload files. Before this release, you were only able to use your personal drives in…
Hi Community, I am beyond excited to announce a much anticipated Data Shuttle feature - workflow error notifications! As a Data Shuttle workflow owner, you will now receive in-app and email notifications for erroring workflows with links to the run log so you can see details about the error. You can learn more about Data…
Hi Community, Bridge is simplifying the access and security options for Bridge login. Removing Bridge-specific credentials makes it easier to get into Bridge and extends the login security settings for Smartsheet (e.g. SAML only) to Bridge. Users no longer need to maintain a different set of credentials for Bridge. With…
Hi Community, To support the new Parent field within Jira, we have added the Parent field for Jira Cloud and on-prem workflows. For Jira on-prem workflows, you can now select the Parent field (bi-directional) in addition to the Epic Link (bi-directional) and Parent Link (uni-directional) fields within the Jira Connector.…
New! Innovator Badge Help shape the future of Smartsheet by sharing or voting on feature requests and product ideas.