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Has anyone connected Smartsheet forms to an AI service that fills PDFs?
Hi all, We’re a small legal practice in NYC. Smartsheet forms let us collect client details for Housing Court petitions, Small Claims applications, and other court paperwork. The bottleneck is each submission requires us to manually copy data into the official NYC court PDF forms. It’s slow and easy to mess up. I recently…
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ESRI Integration: Does anyone have an existing solution for ESRI↔Smartsheet? (GIS/ArcGIS)
Our City is looking for an existing (Paid) product that allows us to integrate ESRI with Smartsheet. ESRI = ArcGIS, GIS mapping software. If you are aware of one, please respond here or reach out to me :) Thank you! (I am aware that other plugins such as Mapsly exist but it must be ESRI) So far I've only found one:
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Creating a dashboard chart to represent the star symbol feature
Hello! We use the star symbols as a column in our project schedule to show the status of the project. I need to create a chart that shows graphically these statuses but have been running into many issues. To help, I created a column in the schedule that is automatically populated with the number of stars for that row.…
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Adding a SS Dashboard to a public MS Teams Channel tab - not working
Hi there Is anyone having the same issue? In Feb i could add dashboards to a teams channel. Since then i havent been able to - i can add Sheet or Report no problem. Love to hear if others are having same issue
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Merged: Outlook Add-In
This discussion has been merged.
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Form that can perform math
Hello - I would like to use Smartsheet to collect resourcing information. Specifically, I would like to send a form once a month to each employee, and ask them to specify the percentage of time spent on each project they work on. For example employee 1 would enter Project 1 0.5, Project 2, 0.3 Project 3 0.2. The…
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Loading SQL Data into Smartsheet?
Is there currently a way to do this? We have very good integration from Smartsheet into our data model, but currently have no way to populate columns in Smartsheet with live data from SQL/Fabric etc. I saw this thread, but it does not look like there was a solution at the time: Can I populate Smartsheet rows from a SQL…
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How to download data into table view?
The new feature Table View that was announced says it can hold 50,000 rows as opposed to the 20,000 in a normal grid view. However, whenever I am using data shuttle it cannot load all of the data. I had a data set with 16,000 rows and using data shuttle from drive it uploaded all of the data no problem. I doubled that data…
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Automation DocuSign Save As Draft
It would be helpful if we could use the automation - workflow to trigger a Generate Documents - DocuSign but use the 'Save as Draft' option. Currently, we use the 'save as draft' feature as we need to add additional documents to the DocuSign envelop. However, it would save us time if the creating the draft in DocuSign…
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Bridge & ServiceNow Integration
Hi Smartsheet Family, I am trying to integrate ServiceNow with Smartsheet at my job and I am having some trouble. I know some of you have successfully done this so help would be much appreciated. I was able to get an OAuth where the client ID and secret was auto generated but our SNow team created a SNAPI account for me to…