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Smartsheet integration with Docusign
I integrated Smartsheet with DocuSign in 2023. I made a minor change to the DocuSign document and updated the email addresses so that notifications are sent to me instead of the finance team. After making these updates, I encountered a challenge with the group email address. Smartsheet is not sending emails to the list,…
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ConnectWise Integration
Has any one here done an integration with ConnectWise? We have a small company whose resources all work production support and project tickets. If I had a way to feed tickets from CW in so that I could display all open tasks for one person that would be great. Thanks, Jacque
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A PowerBI novice's guide to embedding dynamic reports in Smartsheet dashboards
I've recently embarked on a foray into linking PowerBI with Smartsheet, with the goal of creating dashboards where data can be sliced and diced interactively, and which update with new data automatically. The purpose of this post is to share the steps I had to go through, along with a few learnings, so that other novices…
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Image as map input
Hello, Is it possible to use an image as a map to either click to input coordinates as x and y values or to plot the coordinates back onto the image? I've done lots of searching but can't find anything. I want this feature to mark locations on a site plan or equipment drawing. Not a Google map. AppSheet does something…
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Data Shuttle inconsistencies in updates
Hello, everyone. We've been working with support but I wanted to get a feel on what other users are finding. Does anyone else find inconsistencies in their Data Shuttle updates? It's been suggested to us that we need to try smaller batches that what we're needing but even with that we're finding that things like mapping…
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Outlook Calendar integration showing time of event and not just the day,
Smartsheet is great for planning events but when that date is added to an Outlook calendar, it shows up as a day event and not the specific time of the event. Not only does it look like a day event but the inability to change the calendar to the appropriate time of the event is creating more work. It would be great if this…
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DocuSign Mapping Glitch?
I have templates connected to my Smartsheet process where I create the mapping and use 2 columns with emails as the contacts to send out envelopes - but all of a sudden today the mapping part won't bring up these 2 columns for me to use as the emails for the contact portion when creating the DocuSign mapping? It pulls up…
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Esign w/o DocuSign Automatic Workflow
I am building an onboarding WorkApp for my company. DocuSign, unfortunately, only allows 100 documents to be sent out in a single year, even on the business pro tier and is the only integration directly used with SmartSheet for e-signing. As I need to send out hundreds, potentially thousands of e-sign documents in a single…
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Required Microsoft Teams Integration Reauthentication
Hi Community, We migrated our Smartsheet integration with Microsoft Teams on October 30, 2024. Why we migrated: We’re always working to get more features to our users, this migration makes the connection between Smartsheet and Microsoft Teams more stable so we can build new features for you in the future. What this means…
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Formula Question - Integration Project Management Tracker
Hello, I am a project manager in the acquisition space and am creating a project tracker in SmartSheet. One column contains the days +/- from the close date that a task needs to start and another column that contains the days +/- from the close date that a task needs to end. How can I create a formula that will take the…