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🎉 Exciting News: The Smartsheet Architect Learning Path is Here!
Hey Community, We've been hearing you — and we're thrilled to officially announce the launch of the Certified Smartsheet Architect Learning Path on Smartsheet University! If you've already earned your Builder Certificate of Achievement or Smartsheet Professional Certification and you're hungry for more, this path was built…
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New Learning Series: "Mastering Smartsheet API" — Part 1 is live
Hey dev friends, We just kicked off a new hands-on learning series for the Smartsheet API Developer Ecosystem: Mastering Smartsheet API. From your first API call to production integrations and the new MCP Server for AI agents — this series covers the full path. Part 1, "Zero to API: Your First Successful Smartsheet…
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Connect your Smartsheet data to Claude to get real-time insights and take action
March 2, 2026 You can now connect Smartsheet directly to Claude through our new MCP Server integration, enabling you to get real-time insights, understand project health, and take action on your work, all through conversation. Claude securely accesses live sheet data to analyze task progress, overdue items, and key risks —…
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Copilot Frontier integration
Microsoft now has an official Smartsheet Sheet connector for Copilot. It indexes Smartsheet content so Copilot can search and reason over it inside Microsoft 365. It's in BETA right now. What are some of your success stories / plans for this? Apparantly this can enable: multi-step work across Microsoft 365 applications,…
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Has anyone been able to get the Claude connector read write permissions?
How did you do this? I have had a support ticket in since the beginning of last week. It is still unassigned and I can't get my Smartsheet rep to respond to my inquiries.
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Upcoming Deprecation of Smartsheet's Integration with Google Chat
Hi Community, We will be deprecating the Smartsheet Integration with Google Chat on May 29, 2026. What this means for you: After May 29, 2026, any users who already have the Google Chat integration installed will stop receiving notifications, updates, and requests from the Smartsheet chat bot in Google Chat. However, they…
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Conditional Logic in Forms
I’ve started building a form in Smartsheet using the Smartsheet Form Builder, and the responses are successfully populating my sheet. The challenge I’m running into is creating conditional logic within the form to narrow down selections. For example, if a user selects a state (such as Florida), I’d like the next question…
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HOW TO: Smartsheet form/sheet to Sharepoint List (Including Attachments) Integration
With the help of ChatGPT, I just finished creating a Power Automate workflow for a Facilities Work order request. A user fills out the form, the row is created, and the Power Automate workflow copies the Smartsheet row AND ATTACHMENTS into a Sharepoint list. Source Sheet: Here's my actual Power Automate Workflow: Since…
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Bridge workflow - add multiple rows with one api call
I have an incoming sheet (sheet 1) that gets entries through a userform and it allows users to request up to 5 items per form submission. Each item goes into its own column (Column1 through Column5). Then I have a bridge workflow that is triggered when a new row is added to sheet 1. This workflow creates a new row for each…
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Multi Year Metric Dashboards
I am looking for some examples and advice on how some of you have set up multiyear metrics. One example of what I am currently working on: I have Behavioral health completing surveys where a lot of the questions are an best to least answer or 1-5 value to choose. They currently track quarterly and by year for metrics. So…
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Automated Smartsheet Update from Tableau
Hi all, I'm trying to automatically update a Smartsheet dashboard widget using data from Tableau. Currently I am manually refreshing or updating the widget, and I'd like to find a way to automate this process. Specifically, I'm wondering: Is there a native integration that allows a Tableau view or chart to live-embed in a…
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Is anyone using Smartsheet as their CRM?
We are looking to convert to Smartsheet as a CRM, but wondered if anyone has done this and the steps they took to develop their system. Also, transferring the information from the current CRM onto Smartsheet, any tips for how you did this, manually or via CSV file? Need some help.
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Power Platform impact of deprecated APIs
With the deprecated APIs is there any impact to the Smartsheet Actions implemented in Power Automate?
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Smartsheet Integration with MS TEAMS
Hello! I have created a collision calendar within Smartsheet Calendar and have it posted in a dashboard format on Smartsheet. I would like to add it as an app integration into a Microsoft TEAMS site. So, when a member of the TEAMS site goes to it they can easily click at the top beside "shared" or "files" and have a…
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Smartsheet for Slack and Microsoft Teams now generally available in AU and EU Regions!
February 11, 2026 Smartsheet’s integration with Microsoft Teams is now available for all users in the AU and EU Regions! This will enable users around the globe to collaborate where they work, moving projects forward seamlessly. Learn more. Environment Availability: All Plan Availability: All Subscription Model…
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Microsoft Teams Integrations - Option to Send Auto Alert to Group Chat instead of only Teams Channel
Within our organization, we utilize Microsoft Teams for almost all communications. I have been researching and troubleshooting for a bit and have found that automated alerts can only be sent to Teams Channels instead of Group Chats within Microsoft Teams. If I have misunderstood, or someone has an idea to bypass this,…
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Docusign Responses Not Showing in Sheet
Hello :) Any ideas as to why responses on a completed Docusign are not showing in Smartsheet? This is a video of the issue: Docusign Not Mapping.mp4 I've tried the below: Made sure the Docusign fields are mapped to Smartsheet columns Ensured the Docusign fields are tagged correctly Confirmed I used a template when sending…
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Auto-resizing of Calendar App
Having the ability to auto-resize the Calendar App view based on the widget size is needed. We have a "Due in 7 Days' calendar for our dashboards and would like it to be anchored at the top right. Unfortunately, as currently designed, the calendar takes up a significant amount of space and must be moved to the bottom.
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AU Region Roadmap
Dear Smartsheet Community, Our organisation operates on the Smartsheet AU Region instance to meet local data residency and compliance needs. While we appreciate the capabilities the AU instance offers, we have received late breaking business requirement in terms of features/functions that are available in the US region but…
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Smartsheet data not sending to DocuSign.
This process worked in the beginning; however, data is not being sent to DocuSign. I uploaded a Word document to DocuSign, mapped all fields in Smartsheet. The process runs, but I receive a blank document. I have formulas, but this has not been an issue in the past. I worked with support, and they stated that I need a PDEF…