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Ideas / Help - Editable view for task assigned users
Hi all, I'm running into a roadblock here for creating an actionable view of tasks for my team and I'm hoping someone with more experience can either tell me what I'm doing wrong or point me in the right direction. Currently my team uses a report view of a much larger sheet that is filtered down to what they need for their…
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Smartsheet - Azure DevOps integration
Hey guys, I'm trying to create a connection between Azure DevOps and Smartsheet but I'm having a lot of issues with it. Has anyone ever made a two-way connection between the two? Especially being able to update an item in Azure when a row is updated in Smartsheet (and vice versa)? My goal is to be able to update fields in…
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Outlook Integration Migration to Nested App Authentication
June, 16, 2025 To align with Microsoft’s updated security requirements, we’re migrating to nested app authentication (NAA) the week of June 16, 2025. Why are we migrating: Microsoft will no longer support legacy user tokens later this year. This migration to NAA ensures uninterrupted access to Microsoft services and…
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Data Shuttle to automate identification of differences between two excel sheets with > 10,000 rows
Can it be done? Data Shuttle to automate identification of differences between two excel sheets (one column in particular) with over 10,000 rows. Basically what the title says. I want to automate a process and was pointed in the direction of Data Shuttle to accomplish this. I have a regularly reoccurring excel sheet that,…
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Move files from Salesforce to Smartsheet using apex
Hi, I am trying to moving files/attachments from Salesforce to smartsheet and facing errors when I see the debug logs. Here is my process: Row in smartsheet is created using a Smartsheet connector. Then after a delay of 3 minutes, I try to move the attachment from Salesforce to Smartsheet. I have seen from debug logs that…
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Data Entry Suggestions for Siloing Data for Radar Chart
Hey everyone, I’m exploring the best way to use Smartsheet for collecting score card data and formatting it for a Radar Chart. Ideally, I’d like to: Enter audit results in Smartsheet Modify or structure the data in another sheet Format the combined data for visualization The goal is to merge audit percentages from the…
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Smartsheet Form <> DocuSign Integration: Transmit Uploaded Files
Currently, the Smartsheet <> DocuSign integration allows Smartsheet users to map a Smartsheet form to a DocuSign template for efficient e-signature workflows. However, while a user can upload files to a Smartsheet form, those uploaded files can't be transmitted to DocuSign via mapping / integration, meaning the e-signers…
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Can't enable notifications to messaging apps
I'm trying to get set up to send alerts/update requests to Slack. I am able to get a standard automation rule to send an alert to a channel, but I can't enable personal notifications in messaging apps I've already: added the Smartsheet for Slack app to my Slack workspace Connected ("Allow Access") my user account in the…
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Upcoming Microsoft Teams Permissions Update Required
Hi Community, *UPDATED* We will be updating our Smartsheet integration with Microsoft Teams on May 28th. Why are we updating: The Smartsheet integration with Microsoft Teams requires our customers’ IT Admins to review and accept some permissions in order to have the add-in work. A few of these permissions will be…
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From ESRI GIS to Smartsheet
I came across many articles regarding connection from Smartsheet to GIS, but I'm interested in getting attributes out of GIS and into Smartsheet. We have many program administrators need information from GIS and manipulate it to create and track projects.