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Where is the best place to find help with Power Automate Integration
I happen to be the power automate guru for my team, which isn't saying much. Problem I'm trying to solve: when a cell updates (based on certain target columns), extract that info to a SharePoint list (or some other repository). Why? We have several different project tracking systems and want to consolidate info into one…
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DocuSign- Could not send any envelopes error
Hello, I've been trying to work on the DocuSign integration over the last couple of days and just as I figured out the DocuSign piece within our organization, I am not running into this error when I try to generate my forms. I have followed steps from various videos and I got it to work once with a form that is no longer…
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Using Power Automate to bring in email+attachments from Outlook
Hello! I'm a new user/licensee of Smartsheet! Is it possible to attach files/docs to a row via Power Automate? I've set up a simple flow to create rows on a sheet each time an email arrives in a shared inbox in Outlook with the aim of streamlining the collaboration required to respond to the emails. However, all my…
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Roll-up multiple projects by "assigned to" and NOT TO BE A REPORT??
Hello beautiful community of SmartSheets, The client wants to use the card view of smartsheets but not in smartsheets itself but via Microsoft Teams, which is a great integration platform, the problem is that when you integrate a report via teams, is "View Only" so the client can't move the cards around or check tasks that…
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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…
