-
Connect Xero Reconciled Bank Account Balance
Hi, I am completely new to Smartsheets and I have an issue with regards to integrations with other software. I basically want to connect the reconciled bank balance from Xero to a 12 month cash flow I am developing in Smartsheets. I am currently unsure which trigger via Zapier to pick and was wondering if anyone knew or…
-
Search and replace contacts
Hello everyone! I'm having some issues getting my head around the search & replace function: I have a standard project task with placeholder values for assignees (Ie "Project Manager" or "Consultant). In order to avoid manually entering every contact, I want to search and replace "Project Manager" with "John Doe".…
-
Smartsheet - Azure DevOps integration
Hey guys, I'm trying to create a connection between Azure DevOps and Smartsheet but I'm having a lot of issues with it. Has anyone ever made a two-way connection between the two? Especially being able to update an item in Azure when a row is updated in Smartsheet (and vice versa)? My goal is to be able to update fields in…
-
Flexible Date Formatting
I have discovered 27 distinct methods for formatting dates, not including variations in separators. Unfortunately, Smartsheet only offers 10 date format choices. In the IT field, aligning data with its intended use is crucial, and proper date formatting plays a significant role in multi-factor authentication. If a user…
-
Creating a bug burndown dashboard in Smartsheet
Hello, We are currently using the SmartSheet + JIRA connector which allows us to export JIRA stories to SSheet and have bi-directional editing capabilities of both sources of data. This works great and allows team members (like our QA team) who do not have JIRA accounts to update their SSheet and the changes are…
-
How can Salesforce implementation improve business processes?
Salesforce implementation streamlines workflows by automating tasks, enhancing data accuracy, and improving department collaboration. It enables smarter decision-making through real-time analytics and centralized customer data. Let's share your views and be a part of an exciting discussion
-
Recover Data Shuttle workflows
For large organizations, allow Admins to recover the sheets, automation workflows and data shuttle workflows created by users who have left the organization and assign them to other users who took over the respective role. Currently, the only option is to start over, which involves not only time and labor, but also…
-
What are the advantages of using the Salesforce SaaS platform?
There are a lot of advantages of using SAAS platform because it lets you be relieved from investing in infrastructure, which is highly concern for any organization. Let's discuss some more fruitful points for using the Salesforce SAAS platform. Share your views now!
-
How to print selected columns
I'm new to Smartsheet and I have inherited some sheets from my predecessor. I'd like to print a Gantt chart and a grid. My question is, how do I specify which columns will be printed? When I print the grid it prints all columns I can see on the screen but I want to exclude some. When I print the Gantt chart it only prints…
-
Email Function Not Working
Hello Group-- Noob here. We created a form where once it is submitted, an email notification is supposed to be mailed to two recipients. Everything works as expected, except the recipients are not receiving their emails. Troubleshooting includes having a copy of my form entries sent to me = works. Intended recipients…