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Consolidated Dashboard or PowerPoint
OK sleuths, this one is for you. We are an organization that loves powerpoint, and no matter what dashboards we create, a powerpoint presentation is typically still needed. We need a way to consolidate our project status in one easy document or dashboard. Is there any way to create the either of the two solutions below…
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Is it possible to combine multiple E-Sign documents into one Docusign envelope?
We have the Docusign/Smartsheet integration feature. When the template in Smartsheet generates, it automatically sends through Docusign. However, it is generating and sending different envelopes for each one. Even timing the generation of documents and sending to a specific time in the day won't group them together, they…
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How to get actuals confirmed in Resource Management to update actual work in Smartsheet?
We have Smartsheet & Resource Management implemented enterprise wide. While the work estimated from the integrated Smartsheet sheets is prefilling the time & expense timesheet in Resource Management, the actual confirmed hours do not feed back into Smartsheet as Actual work. We would like to have a way for confirmed time…
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Customer add/edit sheet rows
I need customers to be able to add rows of information to a smart sheet, and later be able to edit those rows. A scrolling table view interface would work better than a form so users can see multiple records at a time. The sheet needs to be secure so that customers can only see/edit their information, and not be able to…
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Smartsheet/DocuSign Integration Error - Generate New Documents
I'm getting an error message after logging into DocuSign from Smartsheet, using the 'Generate New Documents' feature. The message states 'We’re sorry, something isn’t working quite right. Please try again. If you continue to experience this issue, please contact us.' Has anyone else encountered this issue? Any suggestions/…
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Integrate Smartsheet with Flows on update of a row in smartsheet
Hi Team, We are using Smartsheet and Dynamics 365 and one of our requirement is to integrate smartsheet with Dynamics 365. We are primarily using flows for connectivity across applications and we are trying to leverage the smartsheet connector available in flows. Basically we are currently in need to update back something…
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hyperlinking to a folder and or file on our local network drive
I would like to hyperlink a folder to our company shared drive from smartsheet. I keep getting the error message "Invalid URL" I have seen from other comments that this is an issue, is this some feature that may be added by smartsheet? It would greatly benefit the way we could use smartsheets. Thanks for your anticipated…
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Calendar App Template
Is it possible to reuse the settings created in the Calendar app for one smartsheet as a template for another/new smartsheet? Smartsheet does allow for templates for its sheets (very useful) so didn't know if that is similarly possible with Calendar app. It would be particularly useful when using specific color coding…
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Box link in Smartsheet Form
Hello, We are consolidating document management into Box, and as part of that we want to avoid users attaching documents directly into Smartsheet. We can turn off uploading to Smartsheet on our Enterprise account, but before we do that I need to make sure that we have an alternate way for users of forms to include…
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Improve OneDrive Integration
Currently, we can link OneDrive files from "My Files" only, but we need to link also files from "Shared" and "SharePoint libraries".
