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Syncing links between Smartsheet and Salesforce
I use the Salesforce Connector to synchronize information between Smartsheet and Salesforce. One of the fields we want to show in Salesforce contains a link to a project dashboard in Smartsheet. The cell with the link normally contains the project name hyperlinked to the dashboard. However, the connector will only copy the…
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In 10,000ft/ResourceManagement - How can I get full reports in an automated way? (api or otherwise)
Is there a way to get a full report in an automated fashion? By full report, I mean when you go to rm.smartsheet.com/report, and click "Run Report" or "Request Underlying Data" and you get back a full csv. (format doesn't matter, csv or json formats are both fine). I would like to download the report automatically on a…
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Upcoming Tableau WDC 3.0: Timeline for Smartsheet Connector Update?
Hello Smartsheet Community, I am currently facing a challenge with the upcoming deprecation of Web Data Connector (WDC) 2.0, which impacts our integration of Smartsheet with Tableau. We have been using the Smartsheet-provided WDC available here: https://tableau.smartsheet.com/tableau. As I'm looking for guidance on how…
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Anyone has integrated Qualify (Original Software) with Smartsheet?
We are trying to integrate Qualify, a testing platform, with Smartsheet. So far we've figured out how to transfer the data from Qualify to Smartsheet without issues. We now have a repository listing all the test scenarios of all the projects in our portfolio. Has anyone ever worked with something like this? Because we're…
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Embedding from the Calendar App
Is there a way to embed a calendar you created from the calendar app without placing it as a widget in a dashboard?
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Resource Management API - Users
Hi Every one, I am wondering if anyone faced this issue before. I am trying to make an API call using the users API as following. The issue that I don't get tags in the response as mentioned in the API documentation: I get ''tags' in the response only when I pass it as a sting as following: Below is a sample response after…
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Connect to Smartsheet EU region in Microsoft Power BI & Power Automate
For companies using Smartsheet data hosting in EU data center (smartsheet.eu) it should be possible to connect to Microsoft Power BI and Microsoft Power Automate. Unfortunately, as of now it’s not possible to connect to Smartsheet EU region.
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Excel VBA Examples
Does anyone have any examples of using Excel VBA to run api commands? I had some routines that used CreateObject("WinHttp.WinHttpRequest.5.1") with 1.1 but these don't work anymore, I get error occurred in the secure channel support. I am trying to update smartsheet rows from macros within excel and word which are used to…
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Accessibility / Compatibility with Screen Reader
As we deploy Smartsheet across our department, employees who use screen readers are experiencing compatibility issues. I read the article regarding iOS voiceover and the 2016 community discussion on this same topic. My support ticket suggested that I reach out to this community. Any other ways to make Smartsheet more…
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Dashboard menu dropdown for navigation to other dashboards
I've seen lots of discussions on using dropdowns on a dashboard for interactive reports, etc. I have a slightly different question. I am starting to collect several dashboards, typically grouped by some category: Manager views (financial, workload, etc) Staff views (assigned tasks, vacation requests, other resources)…
