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Any ideas on why the pivot app does not update with new data in the source?
I have a pivot sheet set up to pull data in from a report. The initial set up worked perfectly and when I run the configuration manually, the data is pulled in. But when the runs hourly (Update Frequency is set to 1 hour), no updates are made. All config logs show "Success!" but new data is only added to the pivot sheet if…
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Connecting Excel with Smartsheets
I have a sharepoint excel file that I want to connect to Smartsheet. I know there is live connector, which I downloaded. Its not that intuitive though. Can someone please share a resource that better outlines the steps to connect the two. Thank you.
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Chinese Characters Missing for 'Generate Documents' PDF
Hi all, Has anyone faced issues with Chinese characters missing after mapping from smartsheet row to PDF using the 'Generate Documents' feature? We're seeing this issue only for Chinese characters and not for the default English. Any tips/ walkarounds will be much appreciated! Regards Jen
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SSO and CNAME
We have an Enterprise license and have set up SAML2 SSO with a CNAME per the instructions at: https://help.smartsheet.com/articles/2476141-configure-saml-sso My users are able to go to my CNAME address (e.g. smartsheet.abc.com) and automatically log in which is what we want. However, when a user shares a link to another…
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Miro integration for Smartsheet now generally available!
Hi Community, Our newest integration with Miro combines the flexibility of a virtual whiteboard with the work management and automation capabilities of the Smartsheet platform. We have partnered to build an integration which allows you to convert sticky notes in Miro to rows within Smartsheet as well as import rows from…
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ODBC Connection with Visio
Hi All, I am attempting to automate the creation of my Agency's Organizational Charts via Visio and the smartsheet ODBC connector. We have our "reports to" information stored in smartsheets and have used the ODBC connector to create several reports and tableau dashboards. In Visio, you have the option to create an…
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Dynamic View will not allow me to edit a Due date or Finish Date?
I have checked all of my settings in the main sheet and dependencies are not turned on nor predecessors, the box remains grey? I also have ensured that in the details panel, it is not read only.
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Onbase connection
Hello! I'm wondering if anyone has any experience connecting Smartsheet to Onbase, either with the API, or a third party app?
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Salesforce Integration- Worth it?
Hi everyone! We currently use Salesforce, Quip & Smartsheet however, we have not yet added the integration to sync them. Can anyone tell me what the huge advantage is to justify the price of the integration? The video links are a bit vague & I need to provide a few good reasons, other than an auto alert if a new…
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Fillable PDF
Has anyone tried to use the submit button on a fillable PDF form to send data into smartsheet? Doens't seem to difficult but could use some guidance.