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Integration between Smartsheet, Zapier, and ChatGPT (Agent Mode)
I’m exploring ways to automate vendor data validation using Smartsheet integrated with AI tools. Is there any built-in AI or agent mode within Smartsheet that can handle data validation and automation directly? Or do I need to rely on external integrations such as Zapier or ChatGPT 5 (agent mode) to achieve this…
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Set Dashboard as Default Homepage for All Users
Hi everyone, Is there a way to set a dashboard as the default homepage for all users upon login? Ideally, we’d like users to land directly on a particular dashboard instead of the usual default page. Is this possible through configuration, or is there a plugin or workaround that can help us achieve this? Thanks in advance!
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Get hierarchy/parent of sheets
Hi, I came across a blog mentioning that the Sheets folder feature has been deprecated. As SmartSheet users, we now need to migrate our sheet files and folders into workspaces. Additionally, when calling the API to list sheets, it returns all sheets within the account or profile. So, until it will be migrated to a…
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Sharing Report but Not the Source Sheet
I would like to share a report, but not the source sheet. The source sheet has personnel information that I do not want to share with our customer, but I made a report with the information I am comfortable with sharing. However, when I share the report, it is blank because the customer doesn't have access to the source…
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Integrate with MS Booking
I want Smartsheet to receive the data from the MS Booking calendar that I created. My current work-around is to export the MS Booking file to a sharepoint folder and then data shuttle the information nightly into Smartsheet. Would be better if the MS Booking form intake just populated the Smartsheet directly. 😊
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Sheet Access report
Hello. Me and my team are doing an audit of users who have access to edit items in our account and one of the reports we're using is the Sheet Access report under the User Management section of the Admin Center. However, we're running into some weird things. When we dig into the Sheet Access report, we sometimes notice…
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Backspace, enter and delete keys not working...
This has happened a couple of times before. However, when trying to update a form or even a field in the smartsheet, I am unable to use the backspace, enter or delete key. I use Google browser, however I wasn't sure if it was Google, so I switched to Microsoft Edge. Still not working. Also, I tried using the backspace,…
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Issue with Record Date automation.
Hi everyone, I’m hoping someone can help me with an issue I’ve been running into. When a user submits a form late in the evening — sometimes as early as 8:15 PM — the “Record a Date” automation occasionally logs the following day’s date instead of the actual submission date. Originally, I used =DATEONLY(Created@row ) to…
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Form timeout errors
Hello, We have a Smartsheet Form that our teammates fill out & add attachments for invoice processing. The form does have conditional logic in it to cover various scenarios. The issue that we've had for a while, is occasionally teammates will get the error when submitting the form . We weren't able to submit your form…
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Published Sheet - Users Unable to add Attachments
I have a sheet for which I've provided a publish link to many unlicensed users. They use the sheet to attach files to rows. This has been working as expected for multiple years previously, but today, we've discovered it will not allow them to attach files to rows and they're met with the message "This action has been…