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Schedule an export of a Report
I'm trying to link up a SmartSheet report to our Company wide reporting dashboard in Power BI. To do this I'm looking to schedule an export of a report (say weekly) to save in SharePoint where it is accessed by Power BI. Has anyone else tried this? Is there any way to do this? Thanks! Donna
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Changing date from Outlook
Hi- I'm trying to set up Smartsheet to track follow up on a large number of small projects. Using the smartsheet for outlook app with the web-based version of outlook (my desktop is 2010), I am not able to update a column with a date from outlook. I am trying to set up a system to alert me if I haven't received an update…
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Smart Sheet app for iMac, MacBook etc
Are you going to create an application to be bought on App Store ?
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Conditionally move rows with Zapier and a check box
Hello all, I would like to automate my time sheet approvals. I use the professional plan with zapier, which does allow multiple steps. I am trying to conditionally move a row when a check box is checked in the "approved" column. However, I cant figure out how to enter the selection criteria in the "custom" value portion of…
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Referencing sheets
I am trying to decide between one sheet vs multiple sheets. I currently have one sheet but it has over 50-60 columns and there are sets of data that will be used by different areas. I know I can filter what is needed (to a point) with reports but it still doesn't give me the end result I need. Here is the breakdown in a…
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Developing a Matrix Questionnaire
Hello, I am hoping someone can help me design this type of Survey Form to send out to my work employees. I would like to ask them to pick an answer (that I give them), by selecting the radio button. It seems easy enough however, I do not see this. I have attached a screenshot. If you know how to do this, I would really…
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Status View
Hello, I am hoping someone can see what i am missing here :) attempting to try out status view .. We would like each part of our group have a different status view in order to see only what pertains to them . and a place for them to fill out a request form. I created a status view - see image 1 ... and i have already added…
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Jira Smartsheet Workflows are not static
Not sure if I am expressing this correctly. However, my workflow I set up on Friday worked perfectly, but I noticed it was not updating when changes were made in Jira. When I go to edit to looked back at the workflow the Settings say under Jira project: Configure Jira Instance . However, it does show the proper Jira…
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REQUEST: Webdam Integration
Good day, This past year I transitioned my Line of Business to Webdam in an effort to consolidate and properly manage our Digital Assets. I love the Google Drive/OneDrive/Box/Dropbox "Insert Image" integration setup and wanted to know if there are any plans to add Webdam (http://www.webdam.com/) to the integration list? If…
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Grabbing excel fields and displaying value in a smartsheet field
I'm trying to figure this out.... I have 100's of excel files that are not formatted in rows and columns but these excel files all have the same fields and headers configured like a report. I want to "connect" these cells of each of the files to populate a row with columns representing the fields of the excel field name.…