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Copying Workspaces with Dashboards
We have a workspace with several sheets and dashboards. We want to copy this workspace for each incident we activate for. Is there a way to have the links within each dashboard automatically update to the workspace/sheet location? Currently we have to go into each dashboard and update the links - very tedious. We are using…
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How can i tell if an email in outlook was sent to Smartsheet?
I use The Smartsheet for Outlook Add-in frequently and it is a great tool for uploading email conversations and attachments, however there are instances where I'm not sure if I have already attached an email. Is there a flag of some sort that can indicate if an email has been added to Smartsheet, and if so where it was…
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Row Id in email
Hi! I'm trying to generate custom PDFs with a specific template from a smartsheet row. The workflow currently uses an automation to send an email when the row is "done". Right now, that email contains the "Row Number" which is the only way to identify the row through the API (all the rest of the columns can be duplicate…
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Running Total in Pivot Table Smartsheet
Hey! I have a form linked to a sheet, and everytime someone replies to the form they are "raising a question". We have people working to solve these questions, and once this is done they change the status of this question to "answered" by checking a box in the sheet. I have the following columns: (1) Form submission date…
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Microsoft Office 365 Planner support
What I'd love is for an assigned task to create a new Planner task and be linked together when changes happen to either side they update each other. Primary use case is that the majority of people who will access Smartsheet in our company will have other tasks they need to keep track of in the organization through Planner…
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Custom Report Format Possible?
I need to be able to generate a simple format based on the data that exist in smartsheets. I store information such as news updates and I would like to be able to create a report that generates the text formatted in a specific way. For instance if I have the columns and 3 rows. * Publish Date * Category * Title * Body Text…
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Mail Merge with Google Docs: combine into one file
I'm doing a mail merge using Google Docs, which works fine except when I try using 'combine into one file'. I've seen a previous discussion where the pagination was an issue but mine is fine except it changes the font! Can anyone tell me where I'm going wrong? Thanks!
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Web content widgets in dashboards and PDF files
Does Smartsheet not support embedding PDF files into dashboards? Looks like Adobe XD CC is supported but I'm not familiar with that tool. Does anyone know how to get a PDF containing hyperlinks uploaded/embedded into a Smartsheet dashboard? I'd also like to retain the hyperlinks in the PDF so that viewers can still…
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Android app - iOs app - is there a Windows app?
I use a Surface for work and wondered if there is a mobile Smartsheet app for Windows? I didn't see one in the app store, but though I would ask anyway. Thank you
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Connect Smartsheet to Microsoft Power Automate (Flows)
I want to use Microsoft Power Automate to update Smartsheet and create a couple of documents from the same info (and save myself entering the same info three times!). I used a template in Power Automate which brought up two links to let me make the connection to Forms and to Smartsheet but the Smartsheet one didn't work…
