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Discussion List
Document Builder not mapping drop down fields
Hi all, I have a new form that I've created in Smartsheet and have a workflow setup to create a PDF of the form every time someone completes a new form entry. The issue is my PDF is not mapping in any of the drop down fields. I created the PDF in PDF Acrobat and all the fields there were created as dropdowns so I'm not…
Can I choose a date range for downloading a calendar into pdf?
I send out a calendar pdf from the calendar launcher app each week. I want to be able to have this pdf display the next 3 weeks. However when I download as a pdf it only downloads the current month. So for instance October 27th I need to send the next 3 week lookahead. As it sits now I need to download two pdfs, one for…
Is there a limit to how many Salesforce Connector workflows I can build?
I'm considering leveraging the Salesforce Connector in the solution I'm building for my org. One of my concerns is whether I will run into a limit on how many active automated (bidirectional) workflows I can have at one time. I've searched all the documentation but come up empty. Does anyone know if there is a quantity…
if i want to use document builder this is what's happening on my smartsheet
Data Shuttle Upload Filters
I am using Data Shuttle to upload Smartsheet's own Users.csv report into a sheet. That report has multiple TRUE/FALSE columns. I was trying to apply a filter to one of these columns. In my target sheet all of these Booleans are configured as checkbox columns, and all columns are mapped. It took me about 15 attempts to get…
Smartsheet Calendar to Outlook
One of our department managers has linked their Smartsheet Department Out of Office Calendar to his Outlook calendar. His question is how to get rid of the statement ", calendar@smartsheet.com" since it takes up too much real estate when it involves only one day Out of Office leaves and has multiple entries. Is there a…
Integration Inquiry: Smartsheet and Slate.org
Hello Smartsheet Community, I hope you're all doing well. I've been exploring ways to streamline our processes at our Organization and am particularly interested in the potential integration between Smartsheet and Slate.org. Slate.org is a powerful platform for educational institutions, and we have been using Smartsheet…
Portfolio Report exists & has current data but isn't showing in either Blueprint for me to edit??
We have 2 Blueprints set up in our Program & we have a Portfolio Report that currently pulls data from 3 sheets (it pulls the same 3 sheets from both Blueprints). We actually only want it to pull from 1 sheet in each Blueprint, so I went to Control Center & clicked through the pages until I got the Dynamic Report Scope…
Troubleshooting Data Shuttle
I am having issues with Data Shuttle adding rows at the bottom. It seems to be skipping 20+ rows in Smartsheet when my data source doesn't have those blank rows. I did add a filter to filter out blank rows. Any suggestions?
How to get filters in Workapp page settings?
Hi, I want to filter a workapp to only show filters rows to a viewer. How do I get filters to show up in this section? I have put filters in the source sheet and the sheet view in workapp but nothing show in the filter section. Thanks you