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Smartsheet and HooteSuite or Sprout Social Integration
Looking for support/suggestions on what the best way is to integrate Smartsheet with either HooteSuite or Sprout Social so you can push social media posts and then track all analytics in Smartsheet. Do you need to use Data Shuttle, Tray.io or Zapier or a combo? Trying to find a solution for our marketing team. Thanks.
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Pre-filled fields in form
Hi SS Community Is there a way to pre fill form fields (Read Only) from SF by 'email look up'? Or another option that would aid is when a new row is added for a look up to search using email in salesforce and retrieve data into mapped columns of that row? Detailed - All our clients already have membership and is in our…
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Dependency with Teamworks
Hello! I'm new to Smartsheet and trying my best to learn so please be patient with me. We are a small company and are starting to properly organize our team using Smartsheet and TeamWork but we're running into a wall. My boss found out that if you link TeamWork together they both share co-dependence meaning that if you…
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Automating document creation
I am trying to automate a workflow with Smartsheet. It starts with a large survey (external to Smartsheet--Forms can't handle the requirements), whose results are inserted into a Sheet. Whenever a new row (survey result) is added to that sheet, I want to create a formatted PDF document from that new data and ideally attach…
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How can I add a second admin to a Work App?
I have a work app that I'm sharing with a cross-departmental team, and I need to have a second person able to manage roles and add/remove users. I know how to set up roles to manage page permissions, but how can I give another user admin permissions for the entire work app? Thank you for your help!
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Document Control
I'm wondering if anyone has used Smartsheet to set up a Document Control process, and if you have any suggestions to how I might get started with that. I would like to have a form log that generates sequential form numbers as well as a way to keep completed forms with a single access point. Automated approvals would be…
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Add more than one column data to chart (x,y scatter)
Hello, I am trying to generate a chart from a report that contains three columns. The first is the subject (label), the second the day (time to be plotted on the x axis) and the quantity (to be plotted on the y-axis). Since I am plotting from a report, I don't want to reformat the x data to columns as other posts have…
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Any recommendations for third party form builders with advanced date field functionality?
I'm looking for a third party form builder that integrates well with Smartsheet, and provides additional functionality around date fields. We need to be able to easily restrict dates based on pre-set deadlines (i.e. report requests cannot be made for any date less than 12 business days in the future). Ideally we'd like…
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How to pull resource data from a Resource Mgmt project
Hello, We use Resource Management and are expanding to also use Smartsheet. We have a Resource Management project where everyone logs their vacations. I am working from the staff management template in Smartsheet. I can see the Resource Management panel for the project. How can I populate a sheet with that data instead of…
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Auto-populate vacation time in production timeline
I am trying to see if there is a way to automatically blackout vacation time specific to a person, similar to the way holidays are able to be blacked out.
