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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.
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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…