Add Ons and Integrations

Ask questions about Control Center, Dynamic View, DataMesh, Pivot App, Calendar App, WorkApps, or Resource Management. Discuss connecting Smartsheet to your other systems with integrations such as Bridge, Data Shuttle, the Jira connector, and the Salesforce connector.

年代martSheet Gantt to Salesforce Project Management
Is it possible to publish and sync a gantt chart made in SmartSheet to Salesforce Project Task Gantt?
Uploading Dropdown Choices from a source file in Data Shuttle
What format does the source file need to be in order for Data Shuttle to upload dropdown choices? I know it needs to be a .csv or Excel file, but what does that file look like? All all values in a single entry or are they delimited? Maybe I am missing something, but this is not very clear to me.
What type of Docusign subscription do I need to get the integration?
Will this only work with enterprise? Will a Business Pro Account work? Are there any other subscription levels that integrate? Thanks, Jeff
TrackingTime integration
Hi all, I need a time tracker. I found TrackingTime Chrome Extension. The website says that all I have to do is add the following formula somewhere on the sheet: =”TrackingTime:”+Task Name column+”,,”+Project name column My formula is: =”TrackingTime:”+Primary+”,,”+Details I get the following error: #UNPARSEABLE The…
Can columns in Pivot table be rearranged ?
My column data for the pivot is the number of items completed in a month. The column heading are the months but when I first create the pivot table, the months are not in calendar order. If I move the columns so that the months are in calendar order, will the date be refreshed into the correct columns ?
Trying to integrate Smartsheet with Evernote
The question says it all. I am using Evernote all over. And smartsheet talks about an app integrating both. But it is not in the solution centre. Does it still exist? And I did not mean Zapier or so. Please can someone enlighten me?
Data Shuttle / Only works once with manual trigger
New Data Shuttle user here... Background: Pulling from an Excel file stored in my OneDrive. No automation at this time, triggering the upload manually as I test the approach. Issue: I can get the initial data pull to work just file. When I update the source data and manually trigger a second time I get a successful run…
Power Automate Connector -- Inserting Record with Multiple Contacts per Cell
我试图使用microsoft电力自动化连接or to insert a new record into a sheet. The sheet has a Contact List column that allows multiple contacts per cell. However, I am unable to insert a value into that column using Power Automate, even a single contact. I get this error: Value is not supported for this column…
年代martsheet and salesforce integration.
I need help and suggestion for one of the scenario. So, on smart sheet for each project we have some total risk and total issue counts. Now we want to get this data integrated on salesforce (integration will be enabled) . So now I need suggestion and steps how do we do this. option 1: create salesforce connecter for each…
年代alesforce Connector - Can you insert from a Smartsheet Form into Salesforce to create a case.
Basically we are using Smartsheet forms to collect information. We need to create a unique case in Smartsheet and pass that into Salesforce. So far we can't connect the workflow because Case ID doesn't exist yet in Salesforce. We need the integration to create that record in Salesforce to import that information from…

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Apply a filter to the sheet and then you can select that filter in the Dynamic View.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":106269,"type":"question","name":"Organizing Smartsheets into folders - Impact to DVs and WorkApps","excerpt":"Hello, I'm trying to organize the workspace listing in Smartsheet. If I create folders and move sheets into different folders, will that mess anything up for the Dynamic Views and WorkApp? Thanks, Frank","categoryID":321,"dateInserted":"2023-06-09T14:20:40+00:00","dateUpdated":null,"dateLastComment":"2023-06-09T15:35:26+00:00","insertUserID":158554,"insertUser":{"userID":158554,"name":"Frank B.","url":"https:\/\/community.smartsheet.com\/profile\/Frank%20B.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/3HVYSSRAF5R9\/n9CDGKLAHBDUI.png","dateLastActive":"2023-06-09T15:34:51+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"updateUserID":null,"lastUserID":116407,"lastUser":{"userID":116407,"name":"Darren Mullen","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Darren%20Mullen","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/9WIC1TB7AJQT\/nP1GU5H4ITA1P.png","dateLastActive":"2023-06-10T15:01:11+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":23,"score":null,"hot":3372645966,"url":"https:\/\/community.smartsheet.com\/discussion\/106269\/organizing-smartsheets-into-folders-impact-to-dvs-and-workapps","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106269\/organizing-smartsheets-into-folders-impact-to-dvs-and-workapps","format":"Rich","tagIDs":[371,443],"lastPost":{"discussionID":106269,"commentID":379859,"name":"Re: Organizing Smartsheets into folders - Impact to DVs and WorkApps","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/379859#Comment_379859","dateInserted":"2023-06-09T15:35:26+00:00","insertUserID":116407,"insertUser":{"userID":116407,"name":"Darren Mullen","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Darren%20Mullen","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/9WIC1TB7AJQT\/nP1GU5H4ITA1P.png","dateLastActive":"2023-06-10T15:01:11+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-09T15:36:14+00:00","dateAnswered":"2023-06-09T15:35:26+00:00","acceptedAnswers":[{"commentID":379859,"body":"

In the Trigger section, select \"When a date is reached\",<\/p>

Then select \"Custom\" for when to run the automation, and select \"Repeat Every\" and choose 1 Day.<\/p>

Then select your Conditions. For yours, you can say \"Where Past Due?\", and select \"is one of\", then choose \"Past Due\"<\/p>

Example below.<\/p>

\n \n $\"image.png\"$ <\/img><\/a>\n <\/div>\n<\/div>\n

<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":334,"urlcode":"automations","name":"Automations"},{"tagID":510,"urlcode":"email-notifications","name":"Email Notifications"}]}],"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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