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Receipt for Work Completed
I want to auto generate a receipt with Zapier or something and send it to the supervisor and client upon work completed. Problem: Our electricians perform tests on all equipment we install. We have many QC forms that we use but using them is very cumbersome. Our techs need to ensure that they print them off before going to…
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Problem with Docusign integration
I successfully created a template in DocuSign, used the Autofill-Tabs feature. I can see the fields being populated in the Preview, however when it is emailed out for a signature all the fields go blank. Any thoughts on what I might be doing wrong?
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Delivery Set Up
Hey everyone, I have a question. My set up: Multiple line items with different Work Package Names. Once the work package is complete we mark it for shipping based on date and time to our job sites. I would like to have a sheet that would consolidate all the work packages (name of the work package) to one row based on that…
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Embed social media accounts in dashboard?
I was wondering if anybody know if it is possible to embed social media accounts such as Twitter and LinkedIn as a widget on a dashboard? I have been searching the help section but I have not found a definitive answer. Social media except for YouTube is not on the list of approved widget sources... The goal is to show the…
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Dashboard Widget
Hi, Is it possible to create a dashboard widget that contains an <iframe> with contents from another external site? // Leif
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Card View for Kanban Process on iPad
Long a fan of the Kanbam methodology I welcomed card view in Smatsheet as their greatest advancement yet. The process is smooth on my Windows computer and I have become addicted to using it on all of my sheets. Now I wonder when card view will be available in the iPad app. If anyone hears anything please post here. I use…
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Card view on mobile
Any plans to add a card view to the iPhone and iPad app? Would be a great way to interact in a slick way. Thanks.
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Missing Notifications for New Rows Added by Zapier
I have Zapier sending new contact info from Facebook Lead Ads to new rows in a sheet. I have an alert setup to Notify me Right Away when a row is Added or Changed. I have received several Leads from my ad and they have been added as rows in the sheet, but I have not received any notifications from Smartsheet in the app or…
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Embed webpart in a dashboard
Would it be possible to add a webpart to a dashboard? For example, I have a custom map on my ArcGIS online account. I would like to be able to embed a map into a dashboard.
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Email based on cell value?
Is there a way to send an email containing the data from a row automatically based on the value in a cell? For example if they choose "Accounting" from a dropdown list or contact list in the "Department" column in row 1, then it would email the data from row 1 to the address on file for the Accounting Department.