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DocuSign Integration Errors
I had no issues with generating a Docusign document with 4 signers until the last time I updated my Smartsheet app. Now my main sheet has no issue with sending out a document until I try to add more than 2 signers. I get the top error shown below. I had the idea of saving the document as a draft and sending out manually…
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Microsoft Dynamics D365 Finance and Operations
There is only a connector for Microsoft Dynamics D365 but our company uses the Finance and Operations Dashboard for Microsoft D365. It will only pull information from CRM and there's no connector for the Finance and Operations information that we track. We have to manually enter that data currently because the connector…
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Smartsheet Icons for Miro
Is there somewhere we can get all the Smartsheet Icons for use in Miro? Something like these below.
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Has anyone integrated Kapost with Smartsheet?
My team and I are interested in integrating Kapost with Smartsheet, but can't find any information about it online. Our Smartsheet rep said it exists, but had limited information on it. A Pro Desk specialist re-routed my question here, so if you have any information on this integration let me know!
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How to automatically remove "unmatched" datamesh results from the Target sheet?
Hi Smartsheet SMEs! In DataMesh, selecting the "Copy and Add Data" option will keep the Source and Target sheet in sync --- automatically creates new lookup values if needed. Have you devised a solution that automatically removes/deletes unmatched data --- rows in the target sheet that no longer reconciles to the Source…
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ColabSoftware.com
Anyone using https://www.colabsoftware.com/ along with Smartsheet? We likely will be using ColabSoftware side by side with Smartsheet and any tips and tricks would be appreciated.
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Clickable URLs in MS Teams alerts
Hi there, We use the Smartsheet alerts in MS Teams to let the company know when the editorial team has posted new content. However, the URLs in the alerts are not clickable, even if they are on the source sheets. I understand this is expected behavior. It would be fantastic if we could have clickable alerts in the Teams…
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Smartsheet alerts in MS teams - clickable URLs?
Hi there, One of our Smartsheet use cases is tracking content on a specific topic area (ESG). I added an automation that sends an alert to a dedicated MS Teams channel whenever a new content item publishes. However, the URL comes through as plain text and is not clickable. The URL is clickable in the sheet and I'm using…
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Loading SQL Data into Smartsheet
Hello, Is it possible to set up a connection between Smartsheet and SQL Server with automatic updates? For example, if I have a SQL query that updates daily, I want to be able to have a Smartsheet table with the same data that also updates daily alongside the SQL component. Is it possible to accomplish this without the use…
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Using a formula to count numbers of projects assigned to an employee and at what stage its at.
Hello! I've created a sheet to pull metrics from for some charts I need to make and I'm trying to create a formula that counts the number of projects that are assigned to each employee and its progress level. I more or less understand the first part of the formula counting the assigned projects, but I'm stuck on how to get…
