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Dynamic View - details panel
Hello. I set up a dynamic view from a report and customized the fields that I want editors to update to "require." However, in the dynamic view details, these fields are grayed out and unable to be edited. These field columns in its source sheet are not locked. Any help would be appreciated. Thanks.
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Smartsheet/DocuSign Integration Error - Generate New Documents
I'm getting an error message after logging into DocuSign from Smartsheet, using the 'Generate New Documents' feature. The message states 'We’re sorry, something isn’t working quite right. Please try again. If you continue to experience this issue, please contact us.' Has anyone else encountered this issue? Any suggestions/…
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CREATING A DASHBOARD FROM A PIVOT APP SHEET
Hi! I've been looking through all the questions but I haven't been able to find a good answer yet. I have a dashboard I started and everything on it was created with metrics sheets I created. I still have data I need to add to the dashboard but now we have the pivot app. Is there anything I need to do differently on my…
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Data Shuttle Error 400
Does anyone have experience unlocking the Google Drive authorization error when trying Sheet Export or Data Shuttle offload? Our Google security team believes they have "unlocked" Google Access because we are now able to attach files from Google Drive to a sheet, but when trying to offload or export we are faced with this…
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Integrate Smartsheet with Flows on update of a row in smartsheet
Hi Team, We are using Smartsheet and Dynamics 365 and one of our requirement is to integrate smartsheet with Dynamics 365. We are primarily using flows for connectivity across applications and we are trying to leverage the smartsheet connector available in flows. Basically we are currently in need to update back something…
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Scheduled Bridge Workflows
Lately I've had problems with Bridge workflows erroring randomly. This is a problem for several of my solutions, so I'm developing safety net workflows to catch actions that were missed when the errors occurred. But I'm stuck because up to now, I've been able to use rundata from the trigger to guide the rest of the…
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Can you send a generated document via a workflow after it is created?
Hello Smartsheet friends, I have a smartsheet that I am wanting to create a 'welcome aboard letter' from the information in several cells. I've created a document/letter by doing the generate a document feature but once it creates the document I would like for it to be sent to our new employee through a workflow. Can that…
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How do I add Preview: to a dynamic view field?
Hi all, I've seen a Preview: label underneath a dynamic view field and am wondering how I get this added to my fields? Any insight is appreciated!
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DataShuttle, DataMesh, Something Different--what's best
There is an excel report we get from another system that needs to be brought into SmartSheet on a weekly cadence. It is a timeline-driven document so we need the updates on dates, status, and new entries (rows) to be brought into SmartSheet. The report has this information for four teams, so we need the information from…
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Move rows Automatically | Automation Workflows
Hi, I have 1 source sheet and 1 target sheet. Using Data Mesh/ Shuttle, I'm adding the records to the target sheet from the source. There are chance that few records in the source can be deleted later and such records are not to be retained in the target as well. So, I added a column formula in the target that checks if…
