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Blueprint Summary Sheet Cell Linking Not Keeping Column Type Property
There is a cell in our intake/project pipeline sheet that is a multi-select drop down. It links to a metadata sheet when a project is provisioned and remains a multi-select drop down. But when it's linked to the summary sheet, it's just a text column with all the checked options typed out. I changed the property of the…
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Proposal Project Creation
We are slowly implementing Smartsheet from Trello and have a few questions on how to automate this to make it easier. We use a Form for our Coordinators to fill out information (RFP Name, due date, exceptions due...) so that this can be added automatically to a master list of RFPs for the year. With this, is it possible,…
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Data Shuttle w/ Excel Table
I use powerautomate to take e-mail attachements and update the contents in the file in a sharepoint. It works great except for one source. The contents have the data in a table and the shuttle won't recognize it. What can I do to help the data shuttle recognize my data headers in the excel table?
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Simple Payment Tracker?
I'm trying to track payments for several homeowners over a period of time. I already have homeowners in individual rows in other workflows and I copy them to a payment tracker, shown above. I'm not sure how to track their payments in a way that makes sense... I started with each column representing a month, so we can fill…
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Data Shuttle // smartsheet ownership change
I had a smartsheet that imported data using Data Shuttle. I transfered ownership of the sheet to another person and I know I can not transfer the ownership of the Data Shuttle workflow that is updating that sheet. My question is: What happens if the new owner of the sheet creates a new Data Shuttle workflow? Will it…
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Bridge integration with SuccessFactors and SAP ERP - Implementation examples
I would like to ask the community if anyone has used Bridge to integrate Smartsheet with SAP ERP and/ or SuccessFactors Employee Central and would you be willing to share your experience of how this worked with your organisation.
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Change the name/email on automated DocuSign email notification
We have Smartsheet/DocuSign automations setup and working more or less as intended. However, according to DocuSign support, the creator of the envelope, which is where the name and email information is pulled from that populates the DocuSign email notification, is not the Smartsheet triggering user or the DocuSign template…
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Sum from Report
I know this has been asked but it's been a while so maybe there's been a change 😀. Is there a way to do any of the following? Use data shuttle or some sort of automation to export a report to a sheet in Smartsheet or to a Google Sheet? Use sum formula on a sheet from a workspace? (so that I can sum all project plans within…
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troubleshooting colors in Calendar App
hello, I have built some good looking roadmaps with the Calendar App. They are integrated within dashboards, really great tool. I have one issue though; I went through some older posts on the SS Community and I believe this issue was not troubleshot, although raised (ref1, ref2). My case : in the screenshot "end goal", you…
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Job Site Punch Lists on Smartsheet?
I am managing real estate development projects and have a need for an mobile app based punch list format. Has anyone ever used Smartsheets to create, manage and share construction punch lists?
