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A PowerBI novice's guide to embedding dynamic reports in Smartsheet dashboards
I've recently embarked on a foray into linking PowerBI with Smartsheet, with the goal of creating dashboards where data can be sliced and diced interactively, and which update with new data automatically. The purpose of this post is to share the steps I had to go through, along with a few learnings, so that other novices…
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DocuSign Mapping Glitch?
I have templates connected to my Smartsheet process where I create the mapping and use 2 columns with emails as the contacts to send out envelopes - but all of a sudden today the mapping part won't bring up these 2 columns for me to use as the emails for the contact portion when creating the DocuSign mapping? It pulls up…
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Esign w/o DocuSign Automatic Workflow
I am building an onboarding WorkApp for my company. DocuSign, unfortunately, only allows 100 documents to be sent out in a single year, even on the business pro tier and is the only integration directly used with SmartSheet for e-signing. As I need to send out hundreds, potentially thousands of e-sign documents in a single…
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Required Microsoft Teams Integration Reauthentication
Hi Community, We migrated our Smartsheet integration with Microsoft Teams on October 30, 2024. Why we migrated: We’re always working to get more features to our users, this migration makes the connection between Smartsheet and Microsoft Teams more stable so we can build new features for you in the future. What this means…
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Formula Question - Integration Project Management Tracker
Hello, I am a project manager in the acquisition space and am creating a project tracker in SmartSheet. One column contains the days +/- from the close date that a task needs to start and another column that contains the days +/- from the close date that a task needs to end. How can I create a formula that will take the…
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UiPath app for SmartSheet - not working for EU
Hello, Why integration on Europe region doesnt work for UiPath Orchestrator connector and i receive the following error message: The client ID is missing or invalid, how cand i fix it?
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Possible to integrate Veeva Systems / Promo Mats with Smartsheet?
Hello all, Does anyone know if it is possible to integrate Smartsheet with Veeva? Thanks in advance! Best, Cassie
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Using Python to connect to READ, ADD, UPDATE, DELETE from Smartsheet
Dear Colleagues, I definitely need your help. I am using the example https://github.com/smartsheet-samples/python-read-write-sheet/blob/master/python-read-write-sheet.py to connect to Smartsheet, but the end is always a new Sheet ID with the data I retrieved from Excel. What I want to do: Connect to a specific Sheet ID;…
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Copy Pivot Table
Please vote this up! FEATURE REQUEST ALERT! 2 things: I would like the ability in the Pivot App, to "COPY" a pivot table so that it doesn't have to be recreated from scratch every time. It's a waste of time and has too much room for human error, especially when trying to organize and create data for hundreds of metrics. It…
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Upcoming Microsoft Teams Reauthentication Required
Hi Community, Please note, we will be migrating our Smartsheet integration with Microsoft Teams on October 30, 2024 (Updated). Why are we migrating: We’re always working to get more features to our users, this migration makes the connection between Smartsheet and Microsoft Teams more stable so we can build new features for…
