Sign in to join the conversation:
Is it possible to have a developer build a custom button in smartsheets that can for example pull data from it ..into a document..
Is smartsheets open to being developed on? I have the business package.
Hi Deirdre,
While you won't be able to change the Smartsheet application (e.g. adding buttons to the interface), a developer could create the functionality you are looking for using Smartsheet's API (Application Programming Interface), which is essentially a series of functions/operations/tools allowing data to be moved in and out of an application (like Smartsheet).
The most likely scenario is that you'd embed these "buttons" in the document itself.
Kind regards,
Chris McKay
Hi Deirdre.
Depending on what you want to achieve, you could maybe use a service as Zapier or similar. You could also connect Smartsheet to Google Docs.
Can you provide some more details?
I hope this helps you!
Best,
Andrée Starå - Workflow Consultant / Get Done
Hello Chris and Andrée,
Thanks very much for your responses. I want to generate a documents from our sales sheet.
The document is a simple purchase order for our suppliers. So it will contain data directly held in the sheet (and some other address info but I can figure pulling that in later).
Order Number:Date:Product:Delivery Address: (based on customers address)
Somehow I'd like to auto create these documents, doesn't matter if there is a button on each row, although that would be nice.
I am aware of zapier(I'll look into this a bit more) and webmerge (we could be generating 100+ so bit expensive).. but wondered if a developer can just build something simple for me. What language is used? I'm sure that is all documentented somewhere..
Thanks,
Deirdre
Hi Deirdre;
I think that I missed your answer. How did it go? Is it solved?
Andrée Starå - Workflow Consultant @ Get Done
Yeah it is. Depends on which technology you are working on.
I know this is a problem with EU region as well, but wanted to know when regions other than north america will get support for apps like zapier. Everywhere I have read it is always the app developers saying they are waiting on smartsheets. I have tried cloning the connection app on the websites like zapier and maker and…
Hi - my organization has been using Smartsheet for several years and we're looking to automate wherever possible for consistency and efficiency. Whenever a new project starts, the PMO creates a timeline (save as new) from a template that's specific for that project type. The PMO manually updates the default value in a few…
I've a sheets where the columns names are the following (without the quotes) : "Expiration Date " "Expiration Date " So, the first one has a space at the end and the second one hasn't. Previously that was supported by smartsheet API AND the user interface, although it's not possible anymore. What's funny : Most features on…
