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Smartsheet Integration With Coupa
Coupa is a cloud-based business spend management (BSM) platform that helps organizations manage their spending across procurement, supply chain, and finance. Coupa provides visibility and control over how companies spend money, optimize supply chains, and manage liquidity. Coupa's platform automates approval workflows,…
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Microsoft Dynamics D365 Connector - Connecting to Finance
I have started to use the Microsoft Dynamics D365 connector, and it does not seem to want to connect to our instance of Dynamics D365. We are trying to connect to the Finance & Operations modules so I can automate the creation of Vendors. Is there a limitation in the connector that restricts it from accessing these…
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Issue with row "new event" trigger
Hi there, I am using make.com (formerly integromat) to update an external database whenever a row in my smartsheet is updated. The automation is set up so that whenever a row is updated, I get the row (all of the cells) and then send that data to update my database. I only need this to trigger when a cell value is changed.…
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Forms: Best practice to reduce columns when using forms with logic
I am setting up an IT ticketing system to replace our aging system. I have a ticketing form set up using logic. In short its --> Issue or Request --> Request type select --> Subtype1 --> Subtype 2 --? etc... --> Issue type select etc... all the way down... As the user makes selections, more options are presented. The…
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Workaround for PowerBI Navigator record limit
Problem statement: When looking to utilise PowerBI via the Live Data Connector I was unable to find the sheets I wanted to connect. Cause: The PowerBI Navigator will return a maximum of 10,000 records from a given source. Workaround: I've managed to work around this by setting up a second DSN connection for the Live Data…
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Document Builder - Adobe Calculated Fields
Hello community, I am currently loading a PDF that was made using adobe acrobat pro into the Document Builder as a template. There is a date field that always needs to default to today's date. I currently have the field calculating off the following script: var today = new Date(); event.value = util.printd("m/d/yyyy",…
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Transfer ownership of integrations/connectors
I have a few integrations I have created using the Microsoft Dynamics, Salesforce and Jira connectors and I wish to transfer them to another user. We are centralizing the support of Smartsheet support and I need another user to take over the support and ownership of the connectors. Is there any way to do it or do they need…
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Dynamic View Detail Panel not displaying selected fields
I have a Dynamic View built from a report with 59 columns. The original sheet has 130 columns. I set up the Detail Panel to display 19 of those columns. I do not have any conditional formatting set up and none of the fields are hidden or required. When I click into the Detail Panel, it is not displaying some of the columns…
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Dynamic View: Un-editable Fields
I am having an issue with Dynamic View treating (random) editable fields as "Read Only." In this instance, Dynamic View is treating a Date Field as if it were a "Read Only." In the first screen shot, you will see that the "Date Resolved" field is not marked as "Read Only" in the design mode, however, when you open the View…
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Has anyone integrated smartsheets and Microsoft Powerapps?
I am attempting to use smartsheets as a data source in powerapps and then transfer the data from powerapps into a new row in smartsheets and was wondering if anyone has been able to extract data from smartsheets into powerapps and also transfer data back to smartsheets. There is little documentation on the formatting of…