-
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
-
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…
-
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…
-
"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…
-
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…
-
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…
-
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…
-
creating a new user group by importing emails
Hi all, I have created a survey that I want to send to about 250 people. Most, if not all of these users are already in Smartsheet (at a global level). I've created a Group called "survey list" and want to add these 250 people. I exported these users to Excel and did some magic to create a comma separated list into a…
-
Create a live copy of my sheet
I would like to be able to re-order my sheet without the parenting hierarchy in place. I was thinking that if I create a live copy that is always up to date but does not have the parenting information this would be easy. Basically, I have task assignments under projects. and different people are assigned to different tasks…
-
Create a report form from single line entry
Hi, we use Smartsheet to track customer requests and action plan to resolve. I am setting up a webform for quick entry and would like to print a "report" or something that is easy to pass on to the appropriate person. It would need to be for only one line on our smart sheet page. I know I can click on the line and "Send" -…
