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Am I doing it wrong? Salesforce connector, Mesh, control center, Data shuttle ugh and now RM
:) Replacing a JIRA system that was not really used well with Smart sheet and Sales force in a united front to try and perform work flow, report out, and track time, then export for billing back to Salesforce. High level, we have a pre sales sheet that captures input from Salesforce on win, loss, and or type of project.…
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Automation and Forms
If i have a Microsoft template that i have to collect information and fill out. If i created a form to collect the information that's needed for the Microsoft Template, Is there a way to utilize the information from the sheet to automatically fill out that template and email it out to respondents on the list?
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Saving files attached to Smartsheet rows out to Sharepoint folder
What is the easiest way to take files attached to each row in a Smartsheet and save those files out to a sharepoint folder? I know you can download them all and then go to SP and attach them, but surely there exists an automated way to move the files without ever personally touching them. Bonus if I can do it when a…
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Automation on Sheet Summary Fields
Workflow/automation based on sheet summary fields. One scenario - count of all cells, send a warning if the sheet is close to max. (Do not want helper column as that increases the count.)
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Contact List Functionality in Forms
I've noticed this request a few times over the years, but still don't see that Smartsheet has addressed this. When using sheets, the "Contact List" column works wonderfully and will populate any user within our Smartsheet account when you begin typing a name. However, when attempting to use this within a form, it DOES NOT…
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How do I limit the number of entries under the same company name
I have a list of companies that are allowed 2 complimentary registrations. I want a notification sent if a third registration is added that tell the company rep they need to pay for the third registration. I have a list of company names with the contact information. I then have the registration list with a form for…
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Recipients of an automated workflow notification are not receiving emails
"Hello Jake, a recipient isn't receiving alerts from Invoice Status Update" notification We created a form that feeds into a grid sheet and it has automated workflow to notify users from a cell (client emails) when criteria like "Received" and "Completed" are met Most of them work fine, but we have a group of them which…
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Merged: Symbol column - Empty, Quarter, Half, 3/4 and Whole - Update Color
This discussion has been merged.
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Best option for a simple cross-table join.
I want to do what I think is a simple cross-table join. I have a table with a list of project week start dates (lets assume 40 weeks). I have a separate table with a list of all resources working on the project (lets assume 20 resources) I would like an automated way to create a new master table which has a row for unique…
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Bridge - New Row to SharePoint list
Good morning, I'm working with Bridge and still getting used to the capabilities, and more importantly, the syntax. Perhaps this is not the best option as I am generally pretty good with code, and there is a lot that seems to be hidden or overly simplified. So my "simple" question is how do I set up a Bridge to add data…