We use the outlook add in a lot to add emails and attachments in to Smartsheet. The add in is not perfect but works. It doesnt now work with the new outlook. We have to login in to the old version firstly then switch over to the new version, which makes it cumbersome. This integration needs to be updated. As part of the…
Is there any option to share some selected columns in the sheet? and if they update in the shared sheet automatically it should update in the main sheet. is there any process?
So I am working with building out a Portfolio WorkApp for one of my programs that I have built. When I get it all set up, I can see the projects that I have created for the program on the projects list, but when I hit preview to look to see if it's looking the way I need it to based on the roles, none of the projects show…
We keep our customer contacts in SmartSheet now and send some emails to the list via our Outlook accounts. Is there a way to write an email in Outlook (or Word) and merge the email address from Smartsheet without exporting the sheet to Excel? We use Google Docs but not that much.
I need to do something other than just group alphabetically or numerically by ascending or descending. I would like to be able to choose the order in which I see my "grouped" report. I feel like you can do it, you already sort of have it in the filtering set up in reports, you just have to assign a numbered system in which…
Hello, I need a sanity check: Following a crazy chase for a discrepancy in my sheet, I found out that if I create a filter "In the last 7 days", it starts counting yesterday as day 1. But if I calculate SUMIF is the option {Date} > TODAY (-7), it counts today as day 1. So, my final SUMIF tally is off compared to adding the…
At present administrators can see a workflow created by another administrator, but they cannot view or edit details. Oddly, they are able to disable or delete it. Administrators need to be able to share their Salesforce Connector workflows with other administrators with edit and view permissions.
Allow an Admin to modify the sidebars (e.g. Browse, Workspace Shared To) to accommodate better visibility to the main space. This should be a simple "Hide" or "Move" the bar to the left or right. The current structure makes the workspace less than optimal.