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Is it possible to automate export of specific cells on a triggered event?
When our "Completed" column is checkmarked, we wish to export that row and its children rows to an external file such as .csv, Excel, or Google Sheets. If possible, we would also like to export the attachments for those rows as well as reformat this data. Is this kind of automation possible? Built-in, 3rd party…
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Merge data from Smartsheet in Microsoft Word Document
Hello, I have been able to merge data from a smartsheet into a Google Doc Template using the smartsheet merge add-on. Works great. But, is it also possible to do the same thing but then in a Microsoft Word Document ? I have been asked that question by Microsoft users. Thank you for your help, Rudy
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Can a smartsheet form autopopulate a PDF? Or can you push every row to a recreation of the form (in
Hi, We are using forms to gather group ideas for creative projects. After, we would like to take each form submission or row and populate to a formatted PDF that can be presented to the managers for approval. Is there a way to push a form submission to populate a PDF? Or link cells in smartsheet to a PDF? Or any other…
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Can a Smartsheet form populate a PDF, and then send that PDF to Slack
Hi My company has a logistics driver that delivers sets to theatre. He usually fills in a paper form of what he has dropped off and then takes a picture of that and posts it on Slack. We have decided to move over to a paperless system and have made a smartsheet form to track which sets are delivered. Each time a new row is…
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Want to know how enabling Smartsheet WDC to Safe List in Tableau Server Impact its performance.
Want to know how enabling Smartsheet WDC to Safe List in Tableau Server Impact its performance. Want to know how it works (pull data from smartsheet to tableau server ), about its API and how much resource of tableau server it needs to work.
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how do i import multiple large googlesheets, with multiple worksheets, and then integrate them?
Hi, I have inherited several google worksheets. each worksheet is stand alone, with about 20+ workbooks per sheet. the first several workbooks of each sheet are basically summary dashboards of the remaining workbooks. so there's lots of vlookups, sumifs and so forth. When I try to import, of course only the first sheet of…
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Copy , move or share selected cells / information with others
Hi All How to copy/move or to share rows to another sheet with column of my choice . or to share some cells / columns of my choices with others but not all row information The reason is i donot want to share some information with others Im doing it with trick like to send to landing sheet with some automated actions to…
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Filter View Access for certain users
Hi everyone, I am using Smartsheet to implement an AM (additive manufacturing) order tool for a SME, which uses AM for prototyping. Objective of that project is to directly set an order out of the CAD programm (STL-file, part specifications) into Smartsheet, which will automatically send a notification to the supplier, who…
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Populating external Reports with Smartsheet Data
Hi, Is there any way that I can export my data from smartsheet so that it automatically populates/merges into a template that i have (word document) Thanks in advance, Scott