-
Smartsheet ODBC, Tableau, and DataTable
Hello, We are trying to connect Smartsheet data in a Smartsheet DataTable to Tableau. We have too much data for a single Smartsheet sheet to hold all the data. Is there a way to pull data from a Smartsheet DataTable into Tableau? So far the methods considered are: Smartsheet ODBC connector Not seeing the DataTable as…
-
Preserve original formatting in automated alerts
Dear Smartsheet team, I found that the automatically generated table by Smartsheet and incorporated to email (generated as a part of Alert someone automation workflow) for some reason lost the formatting of cell, f.i. if on the original Smartsheet webpage the cell is colored in green and text is bold in email I see regular…
-
Set Default Value in Form that is NOT a Dropdown Value
Hi! I have a sheet that has two form that feed into it. This is to report on Closures due to Staffing, Weather, and Facilities. One team submits closures for Staffing and Weather, while another team only submits Facilities. When I created this set up I have it so the one team gets asked "Reason?" then they can select…
-
helper row and determining the earlier of 2 finish dates
Hello, I have task 3 which is dependent on task 2 and task 1. I want task 3 to start when either task 2 or task 1 is completed. How do i implement this in Smartsheet gov? below is a screenshot of what I tried but it does not seem to work. Any suggestions?
-
Email notification Lay out
Recently, I got an inquiry if there was any changes or update made in Smartsheet that made the lay out of the email notification change. Specially the Details part. It use to be on a vertical layout but recently we were seeing that it became horizontally. Is this a recent update with Smartsheet?
-
considering switching from CRM to Smartsheet. What's the best way to ensure a smooth transition
Do we have any standard templates related to CRM in Smartsheet? Appreciate insights and advice from those who have undergone similar transitions or have expertise in utilizing Smartsheet for CRM purposes. Specifically, I'm interested in: Strategies for migrating data from our current CRM system to Smartsheet. Best…
-
Procurement
I'm interested in how people are using SS for procurement and grant management in government? Are there templates you have found especially useful or have you made your own? I transferred to a new division a year ago and they had made their own. I'm hoping to eliminate duplication and help add automation to future…
-
Desktop App?
Does anyone use the Desktop App with their Gov account? I downloaded/installed, but am unable to login. Supposedly there should be a "gov" region you can select on the login screen - but I don't have it.
-
Smartsheet Fun
-
% calculation for parent overview
In the above image the green is the parent line, where some are calculating the child line %'s below, however in the lower half of the image it's not doing so. Any suggestions please? Thanks!