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Export to letter formatted document
Has anyone tried building a sheet that would have a presentation level, letter format when exported? I'm looking to build proposals within Smartsheet, then I could cell link that final/approved fee into my project tracking sheets for cost comparison etc. In Excel you would typically do this via cell merging etc, but that's…
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Box >> Tableau Integration
Is this possible to have a Box to Tableau integration with Smartsheet at all? I understand that Smartsheet can have attachments connect from Box (that should update in real time), but is there anyway to actually populate the SmartSheet with the values in a file on Box? I only ask because it looks like the Data Connecter…
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Exporting Attachments FROM Smartsheet to BOX
We are using Smartsheet to manage client data including a profile picture. Client info and attached photo is uploaded via webform to the Smartsheet. This photo needs to be edited and saved in Box so a) it can become the profile picture in their row, and b) can be available for printing an ID. I need a way to automatically…
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Planview Integration
Hi, Has anyone tried or successfully pulled data from Smartsheet to Planview or any other PPM systems? If so I would be very interested to hear what the requirements were and how it was achieved. Many Thanks Paul
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Price Book Entry Import
Dear colleagues, I am seeking for advice on the following challenge. I am using Smartsheet to update and insert Salesforce Price Book Entries. Inserting a new entry requires Price Book ID and Product ID. If I map these fields, they are imported from SFDC and won't sync to a new entry record. Similarly, if I create new…
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create form from text file or spreadsheet
Full disclosure, I just initiated a trial of Smartsheets and haven't yet taken the time to learn its features; this might be as easy as copy paste. Is there a way to create a form from a text file or spreadsheet list? I have a long list of items I want to track during user tests, and thought a form might be a good way to…
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"Pretty" PDF export -- Google merge, something else?
Hi all, We’re hoping to be able to export a fairly complicated styled PDF from Smartsheets. Imagine a sheet of movie reviews, where Column A is movie title, B is review, C is reviewer and D is date. Each movie can have multiple rows depending on how many reviews it’s received. We’d like to get a PDF that would look a…
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Completing a Job Summary from within SS
My Manager uses Smartsheet to provide job information to the crews where I work. When the job is complete, the job's Lead uses the information from smartsheets to fill out a Job Summary sheet. The Job Summary sheet is currently on paper but we also use an Excel spreadsheet and print or email this. Is there a better way to…
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Sheet limit within Smartsheet
Hi everyone, I'm about to embark on a large scale server back up and am hoping to keep all of my data logs on Smartsheet for safety. There will obviously be a massive amount of sheets to hold and I was just wondering if anyone knew the limit on how many sheets you can host? I'm a licensed user and am part of a team…
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Row Sharing Based on Contact Column
I just got an account and would love to send one link to lets say 75 people and they would only see the rows that pertain to them. I would accomplish this by adding contact information for all and make sure to create a contact column type and grant access based on that column. Does anyone know if something like this is…
