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How to integrate Smartsheet with custom software for better workflow automation?
Hi everyone, We're exploring ways to streamline task management and reporting by integrating Smartsheet with a tailored internal dashboard. Has anyone here connected Smartsheet to a custom-built platform or used an API for real-time updates? We’re a custom software development company and recently implemented a solution…
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Data Shuttle - Delete Rows No Longer In The Source File
I am trying to use Smartsheet and Data Shuttle to automate an open order report that we use. Part of the reason that we're trying to switch it over to Smartsheet is that we want it to be a living document, so that our buyers can write their notes for each order and see what is happening with other buyers orders should they…
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Looking for a consultant to help build intranet/dashboard & basic CRM.
Hello, I am looking for a Smartsheet expert who can help us build a custom dashboard for internal and external use. We are based in Los Angeles, but most of our team works remotely. So are you / or do you know an English speaking Smartsheet expert, who we can hire for support and who has time the coming month? Thank you,…
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Authorization List
Hello Team, Is there way I can generate the list of users, who I have granted access or as an administrator can I generate a report of a particular Sheet, Workspace or Work App. I am looking for all these 3 categories. We are grating access for multiple users from 2 differnet domain with differnet access level. I would…
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I signed up for a plan yesterday, but it hasn't updated yet. Who can I talk to about this?
I signed up for a plan yesterday, but it hasn't updated yet. Who can I talk to about this?
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Trying to Figure Out Scripts
Hey all! I must preface this by specifying that I am a complete newb when it comes to Smartsheet. I know the very absolutely basics, but am now trying to learn more about it. The issue I'm trying to figure out is keeping track of multiple packages I send out a week. I wanted to see if there's a way to write a script where…
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What formula can I create to get the correct SLA?
I know I can create a column to only include the date from the ticket was submitted and another for calculating the business days. However, I'd like to auto-populate the deadlines based on the triage options. Based on the selection of Triage options auto-populate a deadline from the time the ticket was submitted: Tier 1 –…
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Every time i want to make changes on my report it gives this pop up dont know what is happening
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How do I create an automation for a client to confirm receipt of a product?
I have a form set up for users to submit when requesting our service, and I'd like to create a way for that client to confirm they received the product at the end without having to send e-mails back and forth or have them physically sign anything. I don't want to give users access to my sheet or reports. It seems that…
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Can I access/download spreadsheets I previously made without paying for the upgrade?
I no longer have the need to use the Smartsheet service but I would like to e able to refer back to the reports, sheets, etc. that I made while using the upgraded version. Is that not possible?
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Does Smartsheet's offer something like MSFT CoPilot
Is there any AI assistance available in Smartsheet's?
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Recover deleted attachments through Activity Log
I opened ticket #06169967, and they recommended submitting the product idea. After deleting items and saving the sheet, we can no longer recover items from the Activity Log. Recover should be added additionally to the snapshot option.
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Combining Sheets
Hello Community! Wondering if anyone out there has any best practices for combining a project plan and a resource plan into one sheet. Is this an option? Would that sheet then be able to have the same functionality and link certain cells / info back into Resource Management? Right now, they are two separate sheets, but our…
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Smartsheet Backup and Recovery
We would like Smartsheet to provide a mechanism to do a full backup and restore of related files. While a step in the right direction is the ability to restore to a previous version of a sheet, we find that in an integrated environment, this would not be sufficient: We have a single worksheet that drives multiple reports…
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Will the 2023 Project Management Path eLearning earn PMI PDUs?
With the release of the 2023 Project Management Path eLearning I am curious if the course will provide PDUs for PMI Certifications such as PMP. If so, how many PDUs will be earned? Additionally, it mentions that the user must be core app certified prior to taking it. If you have the 2022 core app badge do you need to wait…
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Need help building your Solution? Explore the NEW Smartsheet Implementation Services Portal
Hi Community, Exciting news! Smartsheet is proud to announce the launch of our Implementation Services Portal—a one-stop shop where you can purchase select Solution Package service offerings to accelerate your Smartsheet journey. Delivered with unparalleled expertise, Solution Packages address business challenges across…
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Average based on 1 criteria
I'm sure this is user error but I'm trying to average out compensation based on the job code then I'd like to create either a data mesh or vlookup to fill in the blank compensation with these averages. I've tried having a seperate sheet that has the job codes and then I'm trying to use the averageif formula. However I keep…
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Generate documents from parent and children rows
Is it possible to generate one document from multiple rows? Best example I can think of would be an itemized order with multiple items in the order - how can you list all order items from that parent row (order number) with the item ordered [qty, price, detail information] on the children rows? Having columns to fill on…
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Last day at ENGAGE!
As a new user of Smartsheet I came without big expectations. Three years ago I new about Smartsheet I was like "Why I would invest time on another Grid based platform...". I am an Excel, CRM, ERP guys.. So I passed at that point in time. However.... This has been one of the most productive conferences I have ever attended.…
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Dependency with Teamworks
Hello! I'm new to Smartsheet and trying my best to learn so please be patient with me. We are a small company and are starting to properly organize our team using Smartsheet and TeamWork but we're running into a wall. My boss found out that if you link TeamWork together they both share co-dependence meaning that if you…