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Can Smartsheet integration update the Harvest Forecast?
Good afternoon I'm hoping someone can assist me with some advice please? I have a client using Smartsheet for projects and Harvest for Time management. If we connect Smartsheet with Harvest, would the tasks created in a Smartsheet plan be able to update the Harvest Forecast? Looking for some advice from anyone with…
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Auto fill a second column based on a drop down selection using a form
I understand I can likely do this with a very, very long VLOOKUP or IF/THEN formula in every cell, but I'm dealing with over a hundred items and that will be unwieldy. Situation: I would like to have a form where someone selects one option from a dropdown of ~100 items. That value then populates into a sheet. (This seems…
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how do i update the 'action tracker' status column from the action tracker updater sheet
I want to make a system where not everyone can see my action tracker sheet. What can I do to ensure that the status column can be updated to whosoever the action has been assigned to without them having to see the full sheet
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Does Smartsheet integrate well with any barcode generators?
I'm heading the inventory control department at our lab and we'll need to be able to track parent and child samples throughout the lab via scanning them at which ever work station they happen to be at. Any recommendations for a good barcode generator that works well within Smartsheets would be appreciated!
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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…