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Is there a possibility of generating PDF of the completed FORMS?
Hi Everyone, I have been working on Smartsheet from few weeks and I believe it makes project management very easy. Have been understanding the optimum use of Smartsheet and implying that in our organisation. So I have a question regarding FORMS. I have created sheets that are connected through automation and use the same…
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DocuSign - Multiple Signature Status
Hello - I am new to the DocuSign integration process and am looking to launch this at my organization. Is there a status or a configuration I can enable in Smartsheet that will show me the signature status when multiple people are part of the process? I have enabled the tracking column (Step 5 of the configuration) with a…
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Merge all attachments of a sheet into one PDF?
Is there any way to automate merging all of the attachments of a sheet into one PDF? I was thinking of using zapier or Microsoft Flow but I haven't been able to figure out a good and simple way to. Ultimately I want the end users to be able to do so with only one trigger (after the sheet has all of the attachments.) Thanks…
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New Outlook Add in
We use the outlook add in a lot to add emails and attachments in to Smartsheet. The add in is not perfect but works. It doesnt now work with the new outlook. We have to login in to the old version firstly then switch over to the new version, which makes it cumbersome. This integration needs to be updated. As part of the…
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Sending form attachments to their own smartsheet or google drive folder
Hi everyone, We're currently trying to create a system that accepts form entries with attachments and stores those attachments in their own folder as soon as they are submitted. Preferrably, we would like this folder to update in real time and remove any attachments that are replaced when the same user uploads a different…
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Experience with DDUpdate?
I have been playing around with DDUpdate over the past few weeks. It has been working well until today, where all my mappings are now inactive. Fortunately, none of the mappings are in production sheets. For all you DDUpdate subscribers out there, how has your experience been? How is the support? Reliability? I logged a…
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Email ical file to Contact
It would be fabulous if there was a way to send information in a row in an email as an ical file. We coordinate the scheduling of all our external trainings in Smartsheet, but then have to do extra data entry because we then have to create a meeting in Outlook (100% of the time) and in Zoom (40% of the time). Being able to…
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Mail merge emails
We keep our customer contacts in SmartSheet now and send some emails to the list via our Outlook accounts. Is there a way to write an email in Outlook (or Word) and merge the email address from Smartsheet without exporting the sheet to Excel? We use Google Docs but not that much.
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Sharing Dynamic view on MS teams Tab
I recently created a dynamic view that I wanted to share within my Microsoft Teams Tab after attaching it showed me this I decided to add it to a dashboard and then bring it to MS Teams Tab but I got the same response. I am trying to figure out a way my team can have access to their views and make changes through MS Teams…
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Fetching data from DB to Boomi to Smartsheet
Hello, I'm working on a project that should fetch details from a DB (MYSQL) via boomi (integration tool, that is currently designed to output queries or CSV), and then copies the data to a sheet or datatable. How can I make this work? Is there a script i can use to copy the CSV as attachment to a row? can i populate…
