- SmartBackup by AcuWorkFlow
Hello, My organization will begin using SmartBackup in the coming months and was curios if anyone has had an experience with this. The tool seems super helpful in recovering/archiving sheets and workspaces. What has been your experience with it so far? What have been the upsides and downsides to this? Is there a way to…
- Creating price tickets
Would be grateful for any guidance please. I'm looking for a way of producing sheets of price labels including a barcode that would be generated from a smartsheet. I can get all the relevant data into one smartsheet however I have been struggling to come up with a way of creating a PDF that would contain the price label…
- Bridge Smartsheet Salesforce integration - redirect uri mismatch
Hello, I am trying to setup the Bridge Smartsheet Salesforce integration. I have followed the Smartsheet provided instructions at https://help.smartsheet.com/articles/2482029-salesforce-integration-overview-bridge to setup the Salesforce Connected App. I get the redirect uri mismatch error which says the redirect uri must…
- Resource Management Schedule View on Smartsheet Dashboard
Resource Management already has a great view on the Schedule tab to see if someone is over allocated but unless you have licenses for every user in Smartsheet only Management can use this tool. I would like to create a view/report per individual that looks the same as in the Resource Management Schedule tab and place it on…
- Project Schedule 'Mash-ups' to create Master Program Schedule?
Hi I'd like to be able to link five project schedules within a program and as I see things, this can be done two ways; 1) five separate schedules, all of which use a set of common program milestones and task dependencies linked between project schedules, or 2) mashing all of the project schedules together into one sheet,…
- How to link data points from multiple websites
What I'm trying to do is make a spreadsheet that consists of my competitors current price on multiple website like Amazon, Walmart, and Ebay. What i've tried so far is a couple of apps that link data but some won't connect with smartsheets and others don't provide the data I want. Does anyone know how I can pull the price…
- Basic A/P and A/R payment tracker
We're a property management company with a construction arm. Our construction is basic and requires us simply to track Owner/Address/Date of approval/Job number (which we create)/Contractor's Bid/Change orders/Payments to Contractor/Balance to contractor/Our Bid/Change Orders/Payments to us/Balance due us/A/R for cash paid…
- Salesforce Connector - Using "Assigned To" field for automated alert
I have an "Assigned To" column mapping both ways from SS to SF for a services team project estimation process. In Smartsheet, the "Assigned To" field has the employee name and email and automated alerts are sent when someone is assigned. However, when the data pushes from Salesforce to Smartsheet, the "Assigned To" name…
- Error Calling Sheet ID in Make.com (Integromat)
Hi everyone, I'm working an automation that will update a cell value on one sheet when a cell value on another sheet is updated. I'm making this automation in Make.com (Integromat). Here's the flow: Trigger is change in column on Sheet 1 - Search everywhere for Client ID of row changed on Sheet 1 (values are unique so it…
- Integration with Tableau Cloud
Our organization is migrating to Tableau Cloud from Tableau Server later this year. We are currently building integration to Tableau Server and would like to smoothly transition to Tableau Cloud.