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Importing\Uploading Information
I know you can create a sheet by importing a document into SmartSheet and having it auto-create around the information; however, how do you continue this? IE You take a sheet from Excel, that will continue to be used, and import it into SmartSheet, then you want to update the information in the SS later by just…
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Integrate with Bank Feed
Can I integrate a sheet with my bank (Lloyds) to automatically download new statement lines every 30 mins or so. I have to login to my bank and copy the data across all the time and would like to automate it if possible.
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Formula Confusion!
We are trialling smartsheet and overall enjoying it so far however we have run into a bit of brick wall and any help would be appreciated! We have a main sheet with all our orders on it, using an older version to muck about with layout at set up at this stage hence the old haulage dates! Each order has details of the sizes…
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Live Tracking User Metrics Using Power BI
Hello smartsheet Community, I want to track company smartsheet user metrics such as the number of users, number of sheets, user types, etc. automatically using Power BI. Currently, I am exporting the user and sheet access reports and having to combine them into a single view before displaying the data in a meaningful way.…
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Creating a new project from a template and updating row information using Zapier
Good afternoon. I am currently using Zapier to automate the creation of a project sheet once an initiative gets approved on a log. The current configuration is the following: * New initiatives are captured into a sheet called "Initiatives Log" through the use of a form * Approval of the initiative is captured on a column…
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iPad Dashboard Navigation
When I create a dashboard, I am unable to create a link to a specific folder within the same workspace that is accessible with an iPad. I've tried it a few different ways (URL's, smartsheet shortcuts, etc.) but whenever I press on the link, it just navigates me back, out of whatever workspace I'm in, to the home tab of the…
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Dynamic View shared to "Requester" - Requester can't view
Hi Community, I created a Dynamic View from a Smartsheet report (including Request Title, Request Date, Requester Name...) and I restricted the view to the 'Requester' column. Since all requester's email address have the same domain, I added this domain in the shared domains for the view. However, no requester can see the…
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New Comments window
The other day our comments pop up box went to the classic pop up square box in the middle of the page to a slide out from the left side. Terrible Idea now it cover a third of the page and I am constantly opening and closing to see the date behind it . The pop up box was better because it could be moved around the page to…
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Docusign *Help Needed*
Does anyone have a docusign/smartsheet "how to" instructions? I have tinkered around a bit but am having a hard time recreating a workflow in smartsheet labs. I think the issue is setting up my docusign template. Thanks in advance! Sarah
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PayPal integration samples
Hi All, Does anyone knows any place where I could find any samples of how PayPal can be integrated into Smartsheet? TIA
