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Add Ons and Integrations

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

Automatic Archiving
I'm creating a weekly schedule in a sheet and I would like to automatically archive that sheet after the week is finished, and save it as the name of that week. Does anyone know how this would be done? Thank you!
Office 365 (Form) Web Content integration
I am trying to integration a office 365 forum web content link into one of my dash boards. But I get an htttps error but the shared link does us https. Smartsheets says it has Office 365 integration but is it only for certain tools sets within Office.
Automation
我有一个表,所有的培训德泰ls of people who work for us. Previously I have set an action every week to email people whose certificates have expired to remind them to send me their new certificates. I want to use the new automation function to do this for me, however I can't see how to trigger it...?!…
Project Plan with several Tasks in one Line
Hallo! Currently, we have an Excel sheet, which I would like to transfer in Smartsheet. However I cannot find a way to do so, so hopefully someone can help me. As seen in the picture, every row is an own project and every column (except the first with the name of the project) is a certain day, like a Gantt. So on every…
Smartsheet Dashboard Embed Power BI
The new dashboard feature for Smartsheet says we can embed power BI reports by publishing to web, but doing that in Power BI makes your report public to everyone. How can I embed while still mainting privacy as these reports have company information? There is a Power BI option that allows you to embed directly to…
Zapier or Automate.io Basecamp Integration
I create all plans in Smartsheet and need the tasks/date/owners to show up in Basecamp to do's or schedule section. I've tried Automate.io and Zapier with no luck. Can anyone provide insights? Thanks!
Automatically fill a sheet from a pdf or word doc
I have a word form that one of our teams needs to fill out. They then send me a pdf of the form and I need to enter the data from the form into a Smartsheet log. Is there a way to automatically scan the pdf and enter the data? I can also do it from the word form if needed. Creating the form in Smartsheet directly is not an…
如何部ild an interactive dashboard
If I have a dataset looks like below: Project_ID Approval_Status P1 Approved P2 Declined P3 In approving P4 Approved is it possible to create an interactive dashboard showing the approval status of each Project ID? and Project ID put into a drop down frame on the left of the dashboard, user can select any of Project ID in…
PIVOT App
I have purchased the Pivot App. I can get the pivot created, everything works. I create the sheet with the summary Pivot. BUT - when updates are made to the sheet that created the pivot - it is not reflected on the sheet that I added the pivot to. It is like they are no longer connected and active once the pivot data is on…
Smartsheet + Tableau Integration on Mac
Does anyone have a recommendation on connecting Smartsheet data to desktop Tableau? Has anyone been able to successfully establish this connection using a Mac? I appreciate your tips! Some background info: 1. I am using a Mac 2. I have tried using the Web Data Connector via Tableau but receive an error for the browser not…

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Hi @Sandhiya07<\/a> <\/p>

Smartsheet Date columns can only house Dates, there currently isn't a Time function in Smartsheet. (System Columns can include timestamps, however these cannot be updated by Data Shuttle). <\/p>

If you need to see the time, make sure to map this column to a Text\/Number<\/strong> column in Smartsheet so that all of the text will appear. <\/p>

Let me know if that works for you!<\/p>

Cheers,<\/p>

Genevieve<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","allowedDiscussionTypes":["discussion","question"]},"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":474,"urlcode":"data-shuttle","name":"Data Shuttle"}]},{"discussionID":107484,"type":"question","name":"Outlook Calendar events publish Smartsheet?","excerpt":"Can I sync my Outlook calendar to Smartsheet? I manage sales training schedules, and some training are recurring ones. I use Outlook Calendar to schedule training and invite salespeople. I want to sync my Outlook calendar to Smartsheet and publish the Smartsheet on my team's event page.","snippet":"Can I sync my Outlook calendar to Smartsheet? I manage sales training schedules, and some training are recurring ones. I use Outlook Calendar to schedule training and invite…","categoryID":343,"dateInserted":"2023-07-12T01:53:17+00:00","dateUpdated":"2023-07-12T06:50:14+00:00","dateLastComment":"2023-07-13T09:14:23+00:00","insertUserID":144305,"insertUser":{"userID":144305,"name":"Kenji","url":"https:\/\/community.smartsheet.com\/profile\/Kenji","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!A2lcx_I5Ojw!m8kqn54NZSs!obOvPtLS1JT","dateLastActive":"2023-07-13T10:12:25+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":91566,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-07-14T14:18:12+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":5,"countViews":34,"score":null,"hot":3378369460,"url":"https:\/\/community.smartsheet.com\/discussion\/107484\/outlook-calendar-events-publish-smartsheet","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107484\/outlook-calendar-events-publish-smartsheet","format":"Rich","lastPost":{"discussionID":107484,"commentID":384971,"name":"Re: Outlook Calendar events publish Smartsheet?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/384971#Comment_384971","dateInserted":"2023-07-13T09:14:23+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-07-14T14:18:12+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-13T06:56:46+00:00","dateAnswered":"2023-07-12T10:19:26+00:00","acceptedAnswers":[{"commentID":384756,"body":"

Hi @Andrée Starå<\/a> ,<\/p>

Thank you very much for your feedback.<\/p>

Your feedback is very helpful and I will submit a product feedback!<\/p>

<\/p>

Best,<\/p>

Kenji<\/p>"},{"commentID":384767,"body":"

@Kenji<\/a> <\/p>

Excellent!<\/p>

Happy to help!<\/p>

✅Remember! <\/strong>Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up\/Awesome or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/p>"},{"commentID":384971,"body":"

@Kenji<\/a> <\/p>

Hi @Matthew Drake<\/a> <\/p>