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Reports Exportable to Outlook Calendars?
Hi there, Are customized reports able to be published to Outlook 2013? Thank you!
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Integration with ServiceNow, the ITSM tool
We use Servicenow for technical incident management. Some incidents evolve into work packages for specific tech teams. These teams use SmartSheet for task management. So migrating an incident in ServiceNow to an action item in SmartSheet would be handy. Anyone done that?
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Export row data to Powerpoint or Google Slides
Hey Team, I'm hoping there's a way that I can export row data to a slide presentation (pptx or Slides) similar to the way I can export row data to Google Docs. Anyone have any suggestions? Ideally each row would export to a different slide, and each slide would be in one presentation, but I'd be happy if each slide was…
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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…
