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Automated workflow Outlook email with attachments based on form responses
Hi all :) I am trying to figure out how to create an automated workflow that will email the respondent PDF forms based on their answers. To put it into context, we will be having new providers "registering" themselves using a form where I would like to have them select which programs/software they need access to. In order…
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Workday Financial Integration
An integration between Smartsheet and Workday Financials could significantly streamline project and organizational financial management. Such a connection would enable real-time financial updates, enhancing transparency and decision-making agility. It would also reduce manual data transfer errors, increase efficiency, and…
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Jira Smartsheet integration - tickets that have moved between projects
I have built a one way Jira --> Smartsheet integration. When we have a ticket that has moved between Projects, I end up with two rows. The original ticket (E.g. AB-1023) and the new ticket number with the project it was moved to (XY-4567). I do not expect the integration to delete the original row but is there any field to…
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Suggestion for API/workarounds/Add-Ons to copy a large folder/folder size limitations?
I am trying to copy a Folder and stumbled into the 100 Item copy maximum (uhh....there are so many size limitations using this platform). I reduced the # of items in the Folder to 59. When I am trying to copy it, it's timing out each time. I have tried over a couple of days to make sure there wasn't a server issue, but no…
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Configure Outlook Integration - Allow new sheet creation from template
Would be great to be able to click from Outlook Email (like the current integration) but select to Create a new sheet from user template.
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Business proposal
I am currently scrutinizing a received business proposal for the establishment of my online travel agency. My objective is to ensure the success of the business by strategically leveraging robust programming languages, frameworks, and technology stacks that seamlessly integrate. This includes meticulous adherence to laws,…
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How do I create an automation for a client to confirm receipt of a product?
I have a form set up for users to submit when requesting our service, and I'd like to create a way for that client to confirm they received the product at the end without having to send e-mails back and forth or have them physically sign anything. I don't want to give users access to my sheet or reports. It seems that…
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Dynamic Views - Details Panel Sections
It would be great to be able to add sections to the form of the Details Panel. Similar to designing a form, I would like to be able to add a section header and description, as well as, include a section line.
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Integrate Slack w/Smartsheet GOV
Would be incredibly convenient to have Slack integrate with Smartsheet GOV the same way it does EU/default/region.
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Ability to copy all content pertaining to a row to another Smartsheet including comments
Need the ability to copy all content pertaining to a row to another Smartsheet. Use Case - Project manager wants to track project data on a Smartsheet. The tracking is done in the terms of: Week 1 discuss training, technical deliverable, discuss networking, etc. Current State: PM marks the technical deliverable as "In…
