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Salesforce Integration- Worth it?
Hi everyone! We currently use Salesforce, Quip & Smartsheet however, we have not yet added the integration to sync them. Can anyone tell me what the huge advantage is to justify the price of the integration? The video links are a bit vague & I need to provide a few good reasons, other than an auto alert if a new…
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Placeholders in Automation Message not recognizing column name
I am trying to create an automated update request with placeholders {{ }} to make the messages more useful as the sheet has many projects on it and the receiver would not immediately know what the message is referencing without the placeholder information. Most of them work (Owner, Project Info) as you can see here:…
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Multiple Update Requests In One Email
Greetings - I currently have employees getting multiple update requests in one email. Please see the attached screenshot for an example. I am needing these to come thru as individual emails and not multiple update requests grouped into one email. Am I missing something in the settings? Hoping someone can help me sort this…
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Update continues to show next to resource after updating Resource Sheet
Hello, I have created resource sheets for each of the projects and added people accordingly. When I navigate to the resource plan and click update for some of the project team, the "Update" continues to show by their name. I review in the Resource Management module and they are current but the plan in smartsheet continues…
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Is it possible to have users use a form to search for a line item and auto send an update request?
I have a SmartSheet that lists contracts with fields that include contract end date, purpose of contract, vendor contacts, etc. This information needs to be updated by the manager who is responsible for the contract, but I don't know which of our managers are responsible for which contracts to update. Is there any way to…
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In Calendar App/Quarter View, can you change the Fiscal Year output of year? (Q1-FY2022 vs Q1-FY2023
Our fiscal year runs April 1-March 31. In the Quarter View, all events running April 1, 2022 through June 30, 2022 are showing up as FY2023. However, April 1, 2022 is the START of fiscal year 2022 for us. I would like the Quarter View to show it as FY2022 Q1 and not FY2023. Is there any fix for this? (See below. Events in…
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Please bring back the tabs...
The new December 2018 look prevents easy navigation and inhibits work-flow. This is not a positive update. I see numerous posts expressing the same opinion. Please bring the tabs back or make them an option.
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I have workflow automation requests whereby some members are not able to update
As you can see in the upload I sent the request to update rows to another and to myself; however when sent to myself I have the ability to update the cells; however if I use the same automation to workflow to anyone else the receiver does not have the ability to update all of the same cells in the row only some of the…
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Recurring Workflows - configure a workflow with a time-based trigger
Hi All, Great news! I just got a message that Recurring Workflows are coming soon. Customers have requested the ability to set up workflows that repeat on a regular schedule. We're preparing recurrence for time-based workflows so you can save even more time on repetitive steps, such as daily due date reminders and weekly…
