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Moving Attachments Across Sheets
I have a situation where I need to be able to move attachments across sheets as part of our workflow. I've looked into using Automation and Data Mesh and don't see how I can do this without Automation→ move row functionality. I don't want to move the whole row, just the attachments. I'm already using Data Mesh to connect…
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Do you need to be shared to the folder that contains the SharePoint file for data shuttle to work?
I am trying to get data shuttle to connect to an excel file that was shared to me. However, it appears that I need to be shared to the folder that contains that file as well. When I go into data shuttle and look for the source file, it shows me all the folders that I am shared to and I can see all the files within those…
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Data Shuttle
Hi, I have a sheet(source) with around 80 Columns in it, I need to copy the data in 5 columns to another sheet(target) WHEN a certain trigger occurs I have tried data shuttle and can get a transfer of info BUT I need to only "send the info when the Trigger is activated on the Source document I set a filtering but it is not…
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Can Smartsheet generate a document and then send it out for docusign?
I've recently discovered the generate document workflow and DocuSign feature in smartsheet. Is there a way to have Smartsheet create/autofill a document and then automate a process to send it out for docu-sign? So far I've only found a way to do one or the other-create a document OR manually send for DocuSign. Thanks in…
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Data Shuttle Failing to Delete Rows on various workflows
Hi there, Not sure if this is a known issue this is being worked on? In Data Shuttle, I am using the workflow action "Replace all Target sheet rows with the data from the input file" and on multiple occasions I've had multiple data shuttle work flows give me this error - "Failed to delete (xxx) rows. Please review your…
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Restricting views in Dynamic View by filter
I have a smartsheet that contains task records for for different departments. I would like to create a Dynamic View for each department that everyone in the specific department can see that only contains the records associated with that department. I can create the filter without a problem, but when I try to Restrict view…
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Link a smartsheet dashboard directly to PowerPoint
Is it possible to link a Smartsheet dashboard directly to a powerpoint so that is automatically updates when the dashboard is changed?
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Radio buttons in Dynamic View
Hi, I'd like to use radio buttons for a single select drop down column in my Dynamic View. The only way it allows me to display that field is by drop down. Is there a way to display my two options as radio buttons?
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Esign w/o DocuSign Automatic Workflow
I am building an onboarding WorkApp for my company. DocuSign, unfortunately, only allows 100 documents to be sent out in a single year, even on the business pro tier and is the only integration directly used with SmartSheet for e-signing. As I need to send out hundreds, potentially thousands of e-sign documents in a single…
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Hey, I am new here! reaching out for some help!
I've configured Smartsheet to trigger an email notification upon form submission. Subsequently, the email forwards the request to Zendesk, resulting in Zendesk creating a ticket with the Smartsheet owner as the requester. How can I ensure that tickets are generated in Zendesk using the actual user who filled and submitted…
