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Transfer ownership of integrations/connectors
I have a few integrations I have created using the Microsoft Dynamics, Salesforce and Jira connectors and I wish to transfer them to another user. We are centralizing the support of Smartsheet support and I need another user to take over the support and ownership of the connectors. Is there any way to do it or do they need…
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Dynamic View Detail Panel not displaying selected fields
I have a Dynamic View built from a report with 59 columns. The original sheet has 130 columns. I set up the Detail Panel to display 19 of those columns. I do not have any conditional formatting set up and none of the fields are hidden or required. When I click into the Detail Panel, it is not displaying some of the columns…
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Dynamic View: Un-editable Fields
I am having an issue with Dynamic View treating (random) editable fields as "Read Only." In this instance, Dynamic View is treating a Date Field as if it were a "Read Only." In the first screen shot, you will see that the "Date Resolved" field is not marked as "Read Only" in the design mode, however, when you open the View…
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Has anyone integrated smartsheets and Microsoft Powerapps?
I am attempting to use smartsheets as a data source in powerapps and then transfer the data from powerapps into a new row in smartsheets and was wondering if anyone has been able to extract data from smartsheets into powerapps and also transfer data back to smartsheets. There is little documentation on the formatting of…
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Quickbooks & Smartsheet
So. I've been working on this Quickbooks & Smartsheet Integration for a couple of years now for my own internal use. It has many application & the proof of concept exists and we use it. We use it for an approval process (for invoices): The power of Smartsheet i.e. (approvals, communication, notes) makes this a beautiful…
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Smartsheet and Google Workspace Users Rejoice!
If you are a Google Workspace user, you now have an additional, powerful tool at your disposal to enhance you Smartsheet solution. Google has announced that its no-code app building platform, Appsheet, is now INCLUDED with Google Workspace! This a big deal especially for Smartsheet users! That's because you can connect…
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Change Date column if new row is added after hours
Hello - We have a simple ticket system and if a ticket request from a form comes in after 4:00pm, we don't start the ticket until the next day. Case: Form Entry happens at 2:30pm on 07/27/23. Start Date column should read 07/27/23. Form Entry happens at 4:30pm on 07/27/23. Start Date column should read 07/28/23. So we want…
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Working with an Outside Party
My question is when working with an outside party that will need access to my smartsheet, should I share my sheets or add him as a user on our company Smartsheet account? He will needaccess to see our automations,etc.
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DocuSign: Setting the File Name
The DocuSign integration currently does not all you to change how a generated file name is saved within DocuSign. Instead of using the name of the document as specific in Smartsheet, DocuSign uses the name of the pdf file in the DocuSign template. It ignores the name of the pdf created in Smartsheet. For example, in…
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Time Tracking with Smartsheet
I am new to SmartSheet - Does anyone have a recommendation for tracking hours spent - not estimated to complete (which is largely wrong) I've used Harvest and am checking whether there's an integration with them Seems an odd omission - or it's there an I'm missing it Thanks
