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Project Schedule 'Mash-ups' to create Master Program Schedule?
Hi I'd like to be able to link five project schedules within a program and as I see things, this can be done two ways; 1) five separate schedules, all of which use a set of common program milestones and task dependencies linked between project schedules, or 2) mashing all of the project schedules together into one sheet,…
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How to link data points from multiple websites
What I'm trying to do is make a spreadsheet that consists of my competitors current price on multiple website like Amazon, Walmart, and Ebay. What i've tried so far is a couple of apps that link data but some won't connect with smartsheets and others don't provide the data I want. Does anyone know how I can pull the price…
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Basic A/P and A/R payment tracker
We're a property management company with a construction arm. Our construction is basic and requires us simply to track Owner/Address/Date of approval/Job number (which we create)/Contractor's Bid/Change orders/Payments to Contractor/Balance to contractor/Our Bid/Change Orders/Payments to us/Balance due us/A/R for cash paid…
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Salesforce Connector - Using "Assigned To" field for automated alert
I have an "Assigned To" column mapping both ways from SS to SF for a services team project estimation process. In Smartsheet, the "Assigned To" field has the employee name and email and automated alerts are sent when someone is assigned. However, when the data pushes from Salesforce to Smartsheet, the "Assigned To" name…
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Error Calling Sheet ID in Make.com (Integromat)
Hi everyone, I'm working an automation that will update a cell value on one sheet when a cell value on another sheet is updated. I'm making this automation in Make.com (Integromat). Here's the flow: Trigger is change in column on Sheet 1 - Search everywhere for Client ID of row changed on Sheet 1 (values are unique so it…
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Integration with Tableau Cloud
Our organization is migrating to Tableau Cloud from Tableau Server later this year. We are currently building integration to Tableau Server and would like to smoothly transition to Tableau Cloud.
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DocuSign Integration Errors
I had no issues with generating a Docusign document with 4 signers until the last time I updated my Smartsheet app. Now my main sheet has no issue with sending out a document until I try to add more than 2 signers. I get the top error shown below. I had the idea of saving the document as a draft and sending out manually…
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Microsoft Dynamics D365 Finance and Operations
There is only a connector for Microsoft Dynamics D365 but our company uses the Finance and Operations Dashboard for Microsoft D365. It will only pull information from CRM and there's no connector for the Finance and Operations information that we track. We have to manually enter that data currently because the connector…
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Smartsheet Icons for Miro
Is there somewhere we can get all the Smartsheet Icons for use in Miro? Something like these below.
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Has anyone integrated Kapost with Smartsheet?
My team and I are interested in integrating Kapost with Smartsheet, but can't find any information about it online. Our Smartsheet rep said it exists, but had limited information on it. A Pro Desk specialist re-routed my question here, so if you have any information on this integration let me know!