-
*** Times of execution of a requirements with different people assigned*****
Hi everybody, I need your help. Currently, our requirements request process is as follows, enter the form within Smartsheet register the emails of the people who want the application to send, Then these people receive and assign other resources if necessary. It is important to indicate that it is a single requirement that…
-
Looking for a Guru to Build a Smartsheet + Quickbooks Solution
Hi I have a small engineering company 15 people that has not been able to find a real good Portfolio management solution so am considering creating my own with Quickbooks + Smartsheet. I use Smartsheet for managing commissioning projects so would expand this to include all of the 125 projects we currently have on the…
-
workflow automation
Are you considering to incorporate workflow automation to Smartsheet ?
-
Sharing a Folder
good Morning i have a workspace with 3 differen Folders. Is it possible to share each folder with differen people instead of settin all sharers at sheet level? Regards
-
Form Search and Auto-populate values
Hello, I have the following project I would like to achieve in Smartsheet if possible. I have a master data sheet with information hard coded. The sheet has a key reference number associated with each assigned task. When a user wants to add a task into the master sheet, they have to open the form and enter a key reference…
-
Living Graphing Solutions to Embed in Smartsheet Dasboard
Hello I am looking for advice on the best tool to extract data from Smartsheet to a third party graphing service and then embed the 3rd party graph in a smart sheets dashboard. The two options I can think of are the !. Live Data Connector to Excel or Tableau 2. Power BI desktop Is anyone familiar with these methods or…
-
Clone sheet and reports between accounts
Hi there, I'd like to take a sheet and some reports that operate on that sheet, and clone them over to a new account programatically. I'm able to share the items, copy them, and then un-share them programatically, but the reports then point to a non-existing sheet. Since I have quite a number of reports I'd ideally like to…
-
Importing Task Hierarchy from CSV file
We are looking to establish a daily import of our project portfolio into SS via a CSV file. When I look at the task import schema, I cannot see a way for SS to identify the parent and child relationships between the tasks. This means we cannot import nested tasks and the task hierarchy. Do you know if there is a field and…
-
Smartsheet Dashboards vs Live Data Connector Integrations
Hi everyone, Has anyone used the live data connector to integrate with another platform such as Qlik or any other? I know that SM now has the dashboard view, but I do not think it is as powerful as other BI platforms. From what I see, the SM dashboard is a very high level overview and does not give the level of detail that…
-
Use triggers from Smartsheet?
Working on a new workflow. Today's workflow is manual and based on emails. I'd like to use the webform to collect the required data (done) and then, based on specific conditions in the sheet fields trigger actions in other system - from generating email to open a service ticket etc. I watched the movie of the docusign -…