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Auto-filling formulas in Sheet w/ Salesforce Connector
Hi All, I have a sheet that is connected to Salesforce opportunities using the Smartsheet-Salesforce connector. I'm trying to find a way to get my formulas to auto-fill in columns that exist in Smartsheet, but not in Salesforce when a new opportunity is added to Salesforce and subsequently populates the sheet in…
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Attach a PDF in a Web Form
is it possible to include a PDF file as attachement in a Web Form? It is necessary to review that document and after fill the web form aout and submit it. I am triying to save time and efort for me and the users. Thank you. RP
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Pivot App - Transfer of Ownership
I was wondering what would cause the, "Error! Target user doesn't have sufficient sheet/report access.", error when trying to Transfer Ownership of a Pivot Sheet, from one License to another? I own both Licenses, and they are also Business Licenses. I have previously made 20 or so transfers, but I am having trouble with…
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JIRA connector set up problem
Hello, we just hooked up the JIRA connector yesterday and I have attained about 90% success with pulling Jira tickets, by epic, into a Smartsheets project plan. I'm having two issues that are frustrating me: 1. Smartsheets is not picking up the epic name from JIRA: field in Smartsheets just says: "Field 'Epic Name' not…
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SFDC Connector - Snapshot Then Track
I know... the title sounds weird. I'll try to explain. I have a Workflow set up with the SFDC Connector. It's currently tracking all opportunities entered by the sales reps within a specified period of time that are staged as [OPEN]. My challenge is that I'm developing a project management process that relies on seeing the…
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Resourcing is looking at SCC template gantts
Firstly, yes - I know the Control Center sheets are not "templates" but I would want resourcing to be able to filter out the workspace or at least the folder used to spin up SCC projects. Since I pre-load "assembly time" by assigning it to the genaric "Assembly" contact in ALL of the grouped gantt schedule options (of…
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SMARTSHEET MERGE, HIDE SPECIFIC COLUMNS
I built a Fund Allocation Request form that makes people produce PDF for printing at the end of the process. To be able to produce the PDF, I use Smartsheet Merge. But I ran into an issue of confidentiality. Since the form is a finance thing, we don't want the users to see how much funds are requested for each items. Yet…
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Moving Contact Information from SharePoint to Smartsheet
I'm trying to setup a Microsoft Flow to move data from a SharePoint list to a Smartsheet. The problem I'm running into is that the Contact column type in Smartsheet won't accept the "Person" column type data from SharePoint. I continue to get this error: Value is not supported for this column type. Use objectValue instead.…
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Conditional Contact Information
Does anyone know if it's possible to set it up so that when certain drop down selections on the form are checked then it assigns a contact to our "Request Owner" column?
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Formulas in Contact Columns
Please please please make it possible to use formulas in contact columns! :)
