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How to get actuals confirmed in Resource Management to update actual work in Smartsheet?
We have Smartsheet & Resource Management implemented enterprise wide. While the work estimated from the integrated Smartsheet sheets is prefilling the time & expense timesheet in Resource Management, the actual confirmed hours do not feed back into Smartsheet as Actual work. We would like to have a way for confirmed time…
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Customer add/edit sheet rows
I need customers to be able to add rows of information to a smart sheet, and later be able to edit those rows. A scrolling table view interface would work better than a form so users can see multiple records at a time. The sheet needs to be secure so that customers can only see/edit their information, and not be able to…
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Smartsheet/DocuSign Integration Error - Generate New Documents
I'm getting an error message after logging into DocuSign from Smartsheet, using the 'Generate New Documents' feature. The message states 'We’re sorry, something isn’t working quite right. Please try again. If you continue to experience this issue, please contact us.' Has anyone else encountered this issue? Any suggestions/…
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Integrate Smartsheet with Flows on update of a row in smartsheet
Hi Team, We are using Smartsheet and Dynamics 365 and one of our requirement is to integrate smartsheet with Dynamics 365. We are primarily using flows for connectivity across applications and we are trying to leverage the smartsheet connector available in flows. Basically we are currently in need to update back something…
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hyperlinking to a folder and or file on our local network drive
I would like to hyperlink a folder to our company shared drive from smartsheet. I keep getting the error message "Invalid URL" I have seen from other comments that this is an issue, is this some feature that may be added by smartsheet? It would greatly benefit the way we could use smartsheets. Thanks for your anticipated…
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Calendar App Template
Is it possible to reuse the settings created in the Calendar app for one smartsheet as a template for another/new smartsheet? Smartsheet does allow for templates for its sheets (very useful) so didn't know if that is similarly possible with Calendar app. It would be particularly useful when using specific color coding…
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Box link in Smartsheet Form
Hello, We are consolidating document management into Box, and as part of that we want to avoid users attaching documents directly into Smartsheet. We can turn off uploading to Smartsheet on our Enterprise account, but before we do that I need to make sure that we have an alternate way for users of forms to include…
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Improve OneDrive Integration
Currently, we can link OneDrive files from "My Files" only, but we need to link also files from "Shared" and "SharePoint libraries".
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Automated workflow Outlook email with attachments based on form responses
Hi all :) I am trying to figure out how to create an automated workflow that will email the respondent PDF forms based on their answers. To put it into context, we will be having new providers "registering" themselves using a form where I would like to have them select which programs/software they need access to. In order…
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Workday Financial Integration
An integration between Smartsheet and Workday Financials could significantly streamline project and organizational financial management. Such a connection would enable real-time financial updates, enhancing transparency and decision-making agility. It would also reduce manual data transfer errors, increase efficiency, and…