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Salesforce Integration- Worth it?
Hi everyone! We currently use Salesforce, Quip & Smartsheet however, we have not yet added the integration to sync them. Can anyone tell me what the huge advantage is to justify the price of the integration? The video links are a bit vague & I need to provide a few good reasons, other than an auto alert if a new…
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ISCONTACT function
Looking for the ability to create a nested if statement that evaluates certain criteria, however, because some of the criteria is a contact, there isn't currently a way to define a contact in Smartsheet apart from text. It would be great if we had a function that evaluates a cell as a contact.
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Can I create a contact group of non-Smartsheet users for a distro list?
Hi, I'm looking to set up a contact group for an event sign-up sheet, but the audience is mostly non-Smartsheet account/license holders. I'm working on bulk uploading the list as a .csv file and developing the group now, but I'm wondering if everyone on the list will require a license to be able to access it and enter…
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Assigning Contact Based on data in another sheet
Here's the rough scenario. I have 500 students who are divided up among 20+ teachers. When I choose a student in one column, I want to auto-assign their teacher in another column. I do this in Google Sheets with a formula, but wasn't sure how to go about it here. Let me know if you need more clarification. Thoughts? Gillian
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How can a contact field by aggregated to show a count?
I have a list of projects and each project has an individual as a contact. An individual could be listed for multiple projects. I'd like to chart to reflect how many projects each individual is responsible for. The trouble I'm encountering is that the report doesn't allow me to summarize on the contact list field and the…
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Can I create a group with multiple people to give access to multiple sheets
Currently if I need to grant access to 10 people I am individually adding them to each sheet. Is there a way to create a group, add everyone to that group, and add this group by name to all the sheets instead?
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Is there a way for me to add a contact to My SmartSheet Contacts list through an API call?
Hello, We have a pretty large volume of contacts that come in and out of our SmartSheet instance. We utilize My SmartSheet Contacts which allows them to pick their name from a Drop down list for task assignments. I'm looking to make the onboard/offboard process a little easier for our team. I already have a couple of API…
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User Provisioning with AD
A couple of questions about the Active Directory integration. We are working on getting our Smartsheet integrated with Azure AD for SSO and SCIM User Provisioning. 1) We'd like to issue non-licensed accounts to everyone on our domain who isn't already issued a license - will current licensed users experience any…
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Possibility to send contacts to Contact List from API
Hi, Right now is only possible to send contacts for specific sheets (and use them inside that sheet), so It would be really helpful if there is a way for posting contacts throw Smartsheet API to the contact list. As far as i can see on smartsheet dashboard it is only possible to send multi contacts throw UI and with a list.
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Formula to combine Name and email to create a contact row
Hello, I have a very long smartsheet list of names and emails in seperate columns. I want to join them to create a new column that turns them into a contact without having to fill out the contact card for each person. I tried =Join({name}+" "+{email}) and it did join them, but did not turn into a contact. Help please!
