Premium Apps and Integrations

Share your questions or tips and tricks for our premium apps. Get the help you need on Control Center, Dynamic View, Data Mesh, Data Uploader, Pivot App, and Calendar App.
 

Discussion List

  • Salesforce Connector - Using "Assigned To" field for automated alert
    In Premium Apps and Integrations
    I have an "Assigned To" column mapping both ways from SS to SF for a services team project estimation process. In Smartsheet, the "Assigned To" field has the employee name and email and automated alerts are sent when so…
    Answered - Pending Review
    15 1
    Answered - Pending Review 15 views 1 comment Most recent by Streamline Technology
  • Has anyone figured out how to convert leads from Salesforce using the SmartSheet connector?
    In Premium Apps and Integrations
    I am looking to have some of my team members fully work out of SmartSheet, and use SalesForce as our database. Specifically, we'd like to allow our reps to fully work out of smartsheet, and that requires them to convert leads within the t…
    Answered - Pending Review
    13 1
    Answered - Pending Review 13 views 1 comment Most recent by Streamline Technology
  • Smartsheet Sync Google Forms - choose which field synced to the primary field
    In Premium Apps and Integrations
    Hi all, I sync google formular data to a smartsheet, which works fine. Because I copy new entries to another smartsheet they must have the same primary field. Unfortunately the smartsheet sync is syncing an other field from the google form…
    Answered - Pending Review
    11 2
    Answered - Pending Review 11 views 2 comments Most recent by Joachim Mund
  • Dynamic View Comments notifications for DV users without sheet access
    In Premium Apps and Integrations
    Hi Everyone - i know this has been asked before but having trouble finding out if/when this might be fixed and i couldn't respond to the thread to ask... We are trialling Dynamic View and have set up some profiles or "view" with …
    Unanswered
    12 0
    Question 12 views 0 comments Started by Jenny McFarland
  • How can I add a link to a shared file from Dynamic View?
    In Premium Apps and Integrations
    I have a dynamic view where my team members can manage the requests assigned to them and they need to add links to the reference documents for their projects. Currently the "Attach file" option in the dynamic view shows the des…
    Answered - Pending Review
    14 2
    Answered - Pending Review 14 views 2 comments Most recent by Ivonne Mejia
  • Salesforce to Smartsheet Connector with linked cells
    In Premium Apps and Integrations
    I am attempting to automate the updating of dates in Salesforce from Smartsheet using the connector. I have done an initial test after mapping the fields and it works great to the connector sheet. However, once I linked the cells in the …
    Answered - Pending Review
    27 4
    Answered - Pending Review 27 views 4 comments Most recent by Kelly Gabel
  • DocuSign -Can the DocuSign Integration Attach the Completed File without the Certificate of Summary?
    In Premium Apps and Integrations
    Hi, I've been using the DocuSign integration with Smartsheet. It is working well, except I'm having the following issue with a well intentioned feature: When a signed Document is completed in DocuSign, it is attached to the correct row …
    Unanswered
    8 0
    Question 8 views 0 comments Started by Darren M
  • Google Site search function in embedded smartsheet
    In Premium Apps and Integrations
    I have a google site where I embed different smartsheets on different pages. So, in gSite page 1 I embed smartsheet 1, in page 2 I embed smartsheet 2 and so on. The google site offers me a search function that allows me to find words in th…
    Unanswered
    7 0
    Question 7 views 0 comments Started by Josue Torres Muratet
  • Data Uploader feature
    In Premium Apps and Integrations
    Hello Smartsheet community! I am a new member and I am trying to learn about Data Uploader. I would like to use Data Uploader in Smartsheet to load data into Multiple (Smartsheets)? Are there any tutorial videos that can help? What steps …
    Answered - Pending Review
    16 2
    Answered - Pending Review 16 views 2 comments Most recent by Fereshteh Aghaei
  • When using Dynamic View logic, is it not possible to hide columns until approval?
    In Premium Apps and Integrations
    I have quite a number of columns and I don't want all of them displayed in the panel until a trigger is reached for a grouping of each section. For example, until a recommendation is approved, I am hiding about 20 columns. Once approved,…
    Answered - Pending Review
    87 3
    Answered - Pending Review 87 views 3 comments Most recent by Genevieve P