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Custom Development Possible?
Is it possible to have a developer build a custom button in smartsheets that can for example pull data from it ..into a document.. Is smartsheets open to being developed on? I have the business package.
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Where can I find a smartsheet's consultant??
Looking for a consultant to help our business maximize how we currently use Smartsheet. Needing someone with expertise in offering opinions and solutions for our needs. We are wanting to revamp our processes and utilize the dashboards, reports and automations. Would love someone that will offer guidance and that will build…
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Move Rows to Another Sheet...that contain formulas
Hello! Has anybody had experience trying to automatically move a row containing formulas to a new sheet? I am trying to pre-populate cells with formulas that would apply on a different sheet so that they will be ready to go once moved over during a workflow.
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Document Management Systems
Hello All, We are using SS and considering DMS options (Efilecabinet, Box, M-file) to manage the bulk of docs we handle in the process. Wondering if anyone in the community that has a DMS in place can provide feedback or advice on their implementations. (how well it integrates with SS, potential problems). It doesn't have…
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Volunteer Allocation
Hi All, I am attempting to find a solution for a specific manual task that is error prone and very time intensive - We need about 300 volunteers occasionally on short notice and need them across multiple cities in 20-50 specific locations (we do not know these specific locations until last minute). I have built a survey…
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Sending out Notifications with Attachments
Hi there, I have set up Smartsheet so that when a Customer Order is fulfilled, the row of the Order is sent back to the Customer as an Order Confirmation. Also, we attach the Invoice for the Customer Order which should be sent back in the Order Confirmation. I have set up an alert which flags when a Notes Column is not…
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Multiple forms to a record
Hi, Wanted to check if there is a mechanism wherein smartsheet can store the information collected via different forms at different points in time in a single row ? Providing an example below for more clarity - Lets say we break the client engagement (an enquiry -- lead generation -- service agreement) flow into multiple…
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Formatting when exporting to pdf
Hi, Is it possible to create a pdf report based on one form entry? I know I can send an email confirming what has been entered on a form, however I would like to make this a pdf attachment rather than the body of the email. Lauren
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Microstrategy
Hi all, I searched and I didn't find anything for this so I am hoping I did not just miss this. We are trying to tie our data into Microstrategy for more visualization options. We are using the Live Data Connector. Has anyone been able to successfully integrate Smartsheet and Microstrategy? If so, I'd like to speak with…
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Email User Completed Form
I have created a form to capture some series of data. One of the fields on the form is for the user that is completing the form to key in their email address. I would like to create workflow automation when a certain trigger has taken place (example a checkbox checked) for the alert to be triggered and email a confirmation…
