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Control Center Customize Profile Data
Hi All, Does anyone have a better explanation about how/what the Target and Approval column fields are used in Control Center? There's a brief overview in the SCC videos (https://www.youtube.com/watch?v=UOWP_nfVnZ0&feature=youtu.be&t=2447) where they recommend using the Approval column, but I'm confused on what the purpose…
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Bridge: Reference data from child workflow in the parent workflow
Hi, I am following Reference data from a child workflow article to get a very basic operation to work. I have a child workflow which sets text using the String tool. The parent workflow calls this child workflow (for no. of runs = 1 and no params passed). The parent workflow references the value of "Compose Text" from the…
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Is it possible to have a dynamic view embedded within a dashboard open with a preset filter?
I have a number of dynamic views in a dashboard. Each of these dynamic views has defined shared filters, however when the dashboard refreshes the filters are turned off. They are still defined, but the user need to choose the filter. How can the filter "stick" when the dashboard is refreshed? Thanks, Sara
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Is there a way to dynamically update the "list" in the Dropdown List column type?
The use case is an application process with reviewers who will log their reviews. There will be multiple reviews per applicant. Applicants apply through a form in one sheet. The reviewers need to prepare their reviews in a different sheet through a for. Or, at least that is how it is set up right now. Ideally, the reviewer…
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Running a Pivot Table From the Mobile App
Is it possible to manually initiate a pivot update from the mobile app, or can that only be done from the website?
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File upload to google docs
Hey all, New and generally overwhelmed user and Admin. We are a small consulting business with 2 staff/owners. We are tracking all financials (invoices, expenses) on the platform. We use forms to take pictures of receipts and it works beautifully. Our bookkeeper wants all of our receipts uploaded to google drive as PDF…
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Can I setup a Default Filter in Dynamic View?
I can setup a default filter in the sheet through the Share Button, but I can't find anywhere where I can do same in Dynamic View? Is this possible?
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Smartsheet/Salesforce Filters
I am using the connector for Salesforce and I have to setup filters from Salesforce to Smartsheet, but I only seem to have the option to add "AND" filter rules. Is there a way to add "OR" filter rules?
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The ability to setup a sheet that deletes dates as they are full?
Hey team, we are working on a sheet for people to sign up for different class dates. We are limited with the number of seats for each class. Can we set up the sheet so when that date is full, they are no longer able to choose it?
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SF Connector and Smartsheet contacts
Hello, I'm playing around with several different SF connector workflows. One of the workflows I'm testing out is for our Project object. Our SF project object has fields listed for Project Manager, Project Engineer, Delivery Manager, etc. The team members that will populate in those SF fields also have access to…
