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Sheet Summary data use on reports and dashboards
Want Sheet Summary Data on a dashboard….but understand I cannot utilize Global Update if I use a Metric widget in an attempt to display it. Was told I can write a report that calls up that Sheet Summary data and then use the Report Widget Created the report…no problem, updated the blueprint with the report as "required"…no…
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Dynamic View & User Permissions needed to make updates?
Assuming the Dynamic View settings I create as a sheet owner are configured to allow field updates, can a Smartsheet user that only has view-only permission to the entire system be able to update those fields within a Dynamic View? Or must all users that must make updates within the Dynamic View shared to them have…
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Control center - intake sheet data directly to summary sheet
This is a basic question but I can't seem to find a direct answer. When using control center , is there a way to get data from an intake sheet to the blueprint summary sheet without designating it as profile data? I watched SS university courses on control center and said there is a way but didn't show how to do it.
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Bridge's Array Managment: Size/Length returns wrong length at times
I am using Search Sheet and Array Management Size/Length to determine if a project with a given ID has already been created. However, even if the array returned by Search Sheet is not empty, it returns a length of "0". Worse, it only seemed to have done this once so far (that I've found). This workflow has run dozens of…
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Onedrive & DocuSign Integration Capabilities
I am in the process of designing our Smartsheets workflow and am trying to better understand the capabilities / limitations of these integrations. Current Process: 1) We receive a PDF (say an invoice). 2)Manually save the file in Onedrive updating the file name. 3) Manually enter the data from the PDF into a SS Form and…
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DataTable - Lookup Mode with multiple values
I am attempting to use DataTable to pull compliance information into a sheet. The target sheet has columns for Code, Division, and Compliance Status. I need to match on both the Code and Division columns to populate the Compliance Status. However, I need to use the Lookup Mode function to connect the DataTable and cannot…
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Data Shuttle loses source when file is updated
Hi all, I've been experiencing an issue with Data Shuttle in which it loses its source connection when the source file (csv) is updated each morning. I set everything up and the source file is highlighted blue: The next morning, I'll add the updated file to the folder in which the source is located. It's probably important…
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One user cannot select any sheets in the Jira Connector
We have a Service Account (that we use to set up all our Smartsheet/Jira workflows. Intermittently, when logged in as that user, we are unable to select any Smartsheet from the dropdown list (see image). The Service Account is a Sys Admin as well as a Jira Admin in Smartsheet, and is a licensed Member. It is an org admin…
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WorkApp and Group Management Lists
Do Group Management Lists work for providing access to a WorkApp?
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DataMesh and Attachments
Question for the Hive Mind, I need advice on the best way to handle a project involving two separate sheets that contain different but overlapping information. Sheet A is for internal data tracking (my team), and Sheet B is for external data tracking (vendors). I want to avoid cluttering Sheet A with unnecessary data and…
