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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…
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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…
