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Salesforce & Smartsheet integration - executing workflows via API
Hello All I'm now investigating Smartsheet & Salesforce connector. I configured "one-direction-only" data synchronization from Salesforce to Smartsheet. It works pretty well - once you hit "Run" button on the https://connectors.smartsheet.com/c/salesforce page. Now I wonder if it could be possible to start synchronization…
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Including only the most recent comment.
Hi there, Within the "Print Setup" for .pdf reports, under "Options", "Include comments" checkbox....when selecting this checkbox it prints out the full set of comments which is fantastic but can make the report quite lengthy, especially over time. However is there a way, or is it possible in future upgrades to select an…
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Promoting Smartsheet
How much does anyone else promote this program. Have you heard the words"are these guys paying you". I just completed a mastermind group and it was a dominate topic for me in addressing how business owners can advance their company. I am wondering what is the level that all of us on here feel and promote about this…
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Snartsheet Site does not allow for links to local recources.
Thank you all in advance for taking a look! We have created a site servving as consolidatoin point for all our department sheets. We wanted to include a link that would launch an excel stored on a local drive however when we use the widget, it auto populates the field with "http://". This renders our entry to a local path…
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Solution Guides
I just watched the webinar on the multi-sheet Portfolio Management solution. How do I a) find the Solution Guide so I can learn more; and b) lauch an instance of the Solution. As you can tell, I am a completely newbie to Smartsheet. Thanks in advance, charlie
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Creating Governance and Structure around SS Implementation
Has anyone established best practices/documentation around governance and incorporating Smartsheet into existing operations? If so, would you be willing to share anything you've developed and/or talk over the phone? Thank you, Dean
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I'm interested in seeing out-of-the box, unique examples of webforms others have used in the past?
I'm specifically interested in seeing webforms that allow the end-user to update their timelines on existing tasks. Maybe webforms are not the way to go; maybe row requests? I'm open to any and all ideas and would be greatly interested in seeing real-life examples. Thank you, Crystal Lehto
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cc for update request
Hey SS folks, I would like to see the option to have a CC list for an update request. I work with remote teams that have onsite managers, and while I do most of the update requests to the team for corrections or omissions - the manager needs to have visibility of the update request so that they can keep the local team in…
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Notifications
Is there a way to personalize at what time of day to receive notifications versus geting them at midnight everyday?
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Running Multiple Projects on SS
Hey SS Community, I am involved with a company that currently has no central data base overviewing all projects. I want to put a system in place where the PMs can manage their own projects. Also a system where the sales, quoting and other teams can oversee how the projects unfold throughout the project life cycle. I…
