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Quickbooks & Smartsheet
So. I've been working on this Quickbooks & Smartsheet Integration for a couple of years now for my own internal use. It has many application & the proof of concept exists and we use it. We use it for an approval process (for invoices): The power of Smartsheet i.e. (approvals, communication, notes) makes this a beautiful…
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Smartsheet and Google Workspace Users Rejoice!
If you are a Google Workspace user, you now have an additional, powerful tool at your disposal to enhance you Smartsheet solution. Google has announced that its no-code app building platform, Appsheet, is now INCLUDED with Google Workspace! This a big deal especially for Smartsheet users! That's because you can connect…
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Change Date column if new row is added after hours
Hello - We have a simple ticket system and if a ticket request from a form comes in after 4:00pm, we don't start the ticket until the next day. Case: Form Entry happens at 2:30pm on 07/27/23. Start Date column should read 07/27/23. Form Entry happens at 4:30pm on 07/27/23. Start Date column should read 07/28/23. So we want…
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Working with an Outside Party
My question is when working with an outside party that will need access to my smartsheet, should I share my sheets or add him as a user on our company Smartsheet account? He will needaccess to see our automations,etc.
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DocuSign: Setting the File Name
The DocuSign integration currently does not all you to change how a generated file name is saved within DocuSign. Instead of using the name of the document as specific in Smartsheet, DocuSign uses the name of the pdf file in the DocuSign template. It ignores the name of the pdf created in Smartsheet. For example, in…
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Time Tracking with Smartsheet
I am new to SmartSheet - Does anyone have a recommendation for tracking hours spent - not estimated to complete (which is largely wrong) I've used Harvest and am checking whether there's an integration with them Seems an odd omission - or it's there an I'm missing it Thanks
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keeping information current / between two sheets
Hi, I have several worksheets, one being the master. I have figured out how to "copy" a line from one to the other, but when that line changes, it does not update the other sheet. How do I ensure the two stay in sync? as an example - in the secondary sheet, the line changes from planned to completed, but that change is not…
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DocuSign: Creating a Dynamic File Name
I am using the document generation with DocuSign capability. All but one of my fields are successfully populated in the generation and passed on to file that ends up in DocuSign. However, I am having trouble with carrying over the generated file name from Smartsheet to DocuSign. DocuSign seems to ignore the file name in…
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Bridge: Add Row module with empty cells
Hello - I am working a Bridge workflow to Get Row from a source sheet, and Copy Row with select columns to a target sheet. The workflow between the sheets is working great, but my question is that some row cell information will be blank from the source sheet going to the target sheet and thus my Get Row Cells Values come…
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Count Rows Where A Value in Multiple Columns is blank
Is it possible to count how many lines meet certain criteria AND have a blank value in Column 1 OR Column 2 OR Column 3? For example I have a Smartsheet with a questionnaire and am currently trying to calculate metrics from the answers in said questionnaire. One of my metrics is "Level 1 Completion" (which is equal to "Q1…
