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Synchronise Team Member Availability between Resource Management and Smartsheet
I have team members with part time availability, as specified in their Resource Management profile. Smartsheet allows me to schedule tasks for the days they are not working - the sync to Resource Management then displays "100% allocated for 0 Days" - the 0 days is due to this being a non-workday for that team member.…
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Multiple Location in One Intake Sheet for one project
Hello All, We will have one project that will have multiple locations (that has other information such as num of people, city, country, name etc...). Since we have one intake sheet and as the new project comes in, new rows gets created. Our current solution is to create just a separate location sheet where folks can go and…
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DocuSign Integration: Logging in with alternative account
We're starting to use the DocuSign integrations since we've already been using it, and like the automation offered through Smartsheet. When I set up the DocuSign and created the two mappings we have for this project, I logged into my user account with DocuSign. However, I now realize that the envelopes are sending as…
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Smartsheet app authorization
Greetings, Looking for a little guidance. I would like to develop an app that sends data to a sheet through HTTP. I have used the Python SDK with a raw token in the past but now I need a more secure solution and figured creating a 3rd part app is the way to go. I am having trouble with the workflow. Whilst following the…
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Move Smartsheet attachments to OneDrive?
Has anyone ever had luck moving files from Smartsheet to OneDrive? I found another post that led me to believe it's possible via python, but I'm looking for something simpler. The solutions there didn't sound like they worked well or they were cumbersome to configure. I'd like to get attachments that are submitted via a…
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Technical Support Horrible
We are new to Smartsheet and we are on an Enterprise plan. I had three interactions with support so far and all three have been horrible. First one was regarding this: Populating Contact List Dropdown — Smartsheet Community. I got more information from the community than the actual support case I opened online. The…
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Data Mesh execution frequency "Update Immediately"
I've created a Data Mesh config. I see the frequency options. I've tried 1-hour and does run. I have tried Immediately but nothing happens. What am I missing? I don't find any detailed documentation on the frequency setting.
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Creating price tickets
Would be grateful for any guidance please. I'm looking for a way of producing sheets of price labels including a barcode that would be generated from a smartsheet. I can get all the relevant data into one smartsheet however I have been struggling to come up with a way of creating a PDF that would contain the price label…
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Bridge Smartsheet Salesforce integration - redirect uri mismatch
Hello, I am trying to setup the Bridge Smartsheet Salesforce integration. I have followed the Smartsheet provided instructions at https://help.smartsheet.com/articles/2482029-salesforce-integration-overview-bridge to setup the Salesforce Connected App. I get the redirect uri mismatch error which says the redirect uri must…
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Resource Management Schedule View on Smartsheet Dashboard
Resource Management already has a great view on the Schedule tab to see if someone is over allocated but unless you have licenses for every user in Smartsheet only Management can use this tool. I would like to create a view/report per individual that looks the same as in the Resource Management Schedule tab and place it on…
