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Salesforce integration
Hi all, Newly "back" to my organization, Smartsheets is a new tool they use. I have taken a lot of the video training, but I haven't found one to understand how Smartsheet and Salesforce work together. Can anyone guide me or post where I can find the training?
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Approval Request Automation: Need User to Fill Out Fields
Hello, I'm trying to create an Approval Request automation, but I need the following actions: When approved: for user to type out their name When declined: for used to type out a reason I'm able to select the columns I want the information to be populated in on the automation, but it shows an error message. Is there no way…
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Merged: One Step to Browse Workspaces (Remove extra click)
This discussion has been merged.
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Merged: We need a way on a Project Schedule to delineate certain items can be completed on the weekend without turning it on for the whole sheet
This discussion has been merged.
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Enable attachments in automations when using 'message only' option
We receive data from externals which we then need to verify. Once it's verified we then email them back a PDF (that's been generated using 'generate document' feature) as it contains the crucial information that's been verified, and they can keep as a confirmation. Currently, I use the message only format in an alert…
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Anyone else having issues with search in board view not returning results?
I've just got a new team using Smartsheet in board view for easier collaboration. One issue though, is the search function is only returning matches when they're in the primary column - not in any other field. This isn't ideal and must be a bug. I've logged it as such but keen to know if anyone else is having the same…
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Access values stored in cell history
Hi guys, my idea here is to use the stored information in a cell value. Let's say that the first time this cell was changed is important to me and I want to store this value in a different column in my sheet. I would then use a formula to get this stored information, for example: =GETCELLHISTORY([info], [position]) info:…
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Merged: Smartsheet Forms to be saved as Template for Recurring Use
This discussion has been merged.
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Display Multiple Dates as Milestone in Gannt View / Timeline View in Smartsheet Reports
Hi, I have a query regarding the display of multiple dates from different Columns (5-6 Columns) from a report in Gannt View / Timeline Row within a row. Basically, Gannt of Gannts showing multiple projects in each row showing multiple Dates i.e. Gate Review dates in same row.
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Merged: Color Code Headers
This discussion has been merged.