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Can a Form Pull Info
I would like to create a form that uses the entries from 1 column in a sheet in a drop box. Once a selection is made the remaining fields in the form populate with associated info from the sheet. Is this possible? It's similar to the dynamic view, but essentially want the detail page to be the form, and one of the field to…
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Data Shuttle not deleting rows
Hi all, Im new to data shuttle, implementing my first workflow.. overall its working fine, but what its not doing is deleting records when I attach new data to my source sheet. The scenario is, the source sheet contains a row thats not in the updated data. My expectation is when data shuttle runs it finds a target row…
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Low or No Programming GUI
Is there a Low or No Programming GUI available for Smartsheet as a Partner Solution? We use Smartsheet a lot for tracking of work, project management, and process flow. However, one of the biggest complaints we get is that it is "too spreadsheety". Instead of seeing a sheet full of project metadata, or based on dynamic…
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Duplicate or copy a row when checkbox is checked, and update the date
Hello everyone, I hope you are well. We use SmartSheet for some fairly basic task tracking. Some tasks are recurring and need to be manually added every month. I'd like to be able to clone these recurring tasks once the current task is marked as completed. In other words, when "Is Task Completed?" is checked, I'd like to…
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Dynamic View
I have two questions: In shared groups is it possible to have a wildcard in the domain names to cover multiple domains i.e domain.* as we have multiple domains and having to type each one is a pain? Is it possible to pull two sheets into a dynamic view?
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Simple Data Shuttle filter question
I'm embarrassed to ask this, but how do I set up the simplest filter within a Data Shuttle workflow? There's one column - titled Onsite or Web - where I only want to pull rows with Web. What would I put for the filter? I've tried (1) where Onsite or Web equals Web. I've tried every other combination. It doesn't end up…
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Can a Dynamic View be added to a WorkApp?
My company is considering stepping up to Enterprise. WorkApps are one reason. I think adding a Dynamic View to a WorkApp would be very useful, but I can't figure out if it's possible. Mostly I am seeing comments that say no, but the article below says yes: Any boot on the ground insights?
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Smartsheet-Outlook Integration
I love the way this add-in speeds up the process of updating a Smartsheet row with email text and attachments. One gripe, though, finding the row that I want is not simple since I can only select full Smartsheets, which may have a large number of rows, many of which are not currently active.. Am I missing something? It…
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Attachments can't be saved to Smartsheet through outlook add-in
When I save a outlook email into smartsheet, the attachments from outlook also need to saved. But when I click Save button, it shows 401 unauthorized and can't save. It works when attachments unchecked.
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Dynamic View - Calendar
Hi - am trying to set up a Dynamic view of a sheet where only the Assigned to can view. That is complete. However, they do not have the option to change it to a Gnatt, Card or Calendar view. How can I do that?