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Automatic Archiving
I'm creating a weekly schedule in a sheet and I would like to automatically archive that sheet after the week is finished, and save it as the name of that week. Does anyone know how this would be done? Thank you!
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Automated App Integration Platform
Hi All, We have been using Azuqua to automate our data connection between Smartsheet and our other cloud software platforms. The Smartsheet recommendations such as Zapier are too simplistic for our needs. Since Azuqua was recently purchased, it will no longer exist in a year. Does anyone have recommendations for…
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Office 365 (Form) Web Content integration
I am trying to integration a office 365 forum web content link into one of my dash boards. But I get an htttps error but the shared link does us https. Smartsheets says it has Office 365 integration but is it only for certain tools sets within Office.
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Automation
I have a sheet which has all of the training details of people who work for us. Previously I have set an action every week to email people whose certificates have expired to remind them to send me their new certificates. I want to use the new automation function to do this for me, however I can't see how to trigger it...?!…
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Using smartsheets as a CRM
Hi everyone, In Smartsheets, I am trying to create a contact data base with a status trigger from a drop down menu... when "Lead Status" changes from "Lead" to "Opportunity" it triggers a bunch of actions I have set up through Zapier to set up the next steps, files, folders, etc. in Smartsheets and GSuite. Does anyone know…
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Pop ups
I used the dashboard as a way to communicate to many within our organization, as many of you do. Recently, this week, it looks like now when anyone clicks on any link within the dashboard a new window opens rather than a new tab within the same window. Also the new Tab is not expandable. I do not have this issue on any…
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Timer for smartsheet tasks, optimally with comments
Hi, I was wondering if there is a way to easily log time spent on a task and add, optimally, to add comments when finished. Here is what I envision: There is a little clock or stopwatch icon for every task row. I click the icon and a timer starts for that task, maybe turning green to indicate I have started that task. When…
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How do I find a smartsheet expert for hire to help build out our workspace?
I am building out a new workspace for some large marketing intergration projects. I am way over my head with smartsheets, but I have used it to complete amazing M&A sheets. I want to start intetegrating smartsheets into the operating side instead of just the due diligience side of the business.
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Mindjet and mind mapping integration
I love smartsheet. I also love the brainstorming and detailed visitation provided by mind mapping. Any good mind mapping software integrated with Smartsheet? Is Smartsheet looking to add integration with Mindjet or incorporate any mind mapping within the program itself.
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MS Access - cannot edit a linked Smartsheet
I have an MS Access databases set up with the Data Connector. I can link to my spreadsheet and read it, but cannot edit nor append to it. Normally, when linking via odbc to an external data source, MS Access will show a popup stating that the use must select from a list of the linked table's columns to act as a primary key…