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Can you edit data from the View Display in Dynamic View?
This may be a silly question, but can you edit data while on the View Display in Dynamic View? I would like my user to be able to view form submission data from the Details Panel, but update status and approvals from the View Display. I could flip flop the two, but visually, this would be better for my users if possible.
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Integration Smartsheets >HubDB
I'd like to integrate a smartsheet that pushes data into a HubDB in hubspot. Is this possible? How did you make the connection?
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How to change the settings of document builder so it stops cutting off my text?
I have my PDF and smartsheet mapped out to match one another and when I preview my generate PDF, the majority of text gets cut off.
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Is it possible to offload an attachment with Data Shuttle?
Hello, I am working on a workflow in data shuttle where it offloads any rows that have the helper box checked. Most of these rows will also have attachments that are filled with data. I find that when I offload, the attachments do not come over. Is there a way to include/ download/ offload/ export/ the attachments as well?…
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Deleting Rows from a Sheet Using Bridge
Hello! I'm new to Bridge, so please forgive my ignorance. I set up a workflow to delete rows in a sheet when a checkbox is checked. I set up the workflow as described here. It only works when I enter a row ID into the Get Row module, otherwise it stops. This kind of defeats the purpose of setting up a workflow if I have to…
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Sheet Summary data use on reports and dashboards
Want Sheet Summary Data on a dashboard….but understand I cannot utilize Global Update if I use a Metric widget in an attempt to display it. Was told I can write a report that calls up that Sheet Summary data and then use the Report Widget Created the report…no problem, updated the blueprint with the report as "required"…no…
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Dynamic View & User Permissions needed to make updates?
Assuming the Dynamic View settings I create as a sheet owner are configured to allow field updates, can a Smartsheet user that only has view-only permission to the entire system be able to update those fields within a Dynamic View? Or must all users that must make updates within the Dynamic View shared to them have…
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Control center - intake sheet data directly to summary sheet
This is a basic question but I can't seem to find a direct answer. When using control center , is there a way to get data from an intake sheet to the blueprint summary sheet without designating it as profile data? I watched SS university courses on control center and said there is a way but didn't show how to do it.
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Bridge's Array Managment: Size/Length returns wrong length at times
I am using Search Sheet and Array Management Size/Length to determine if a project with a given ID has already been created. However, even if the array returned by Search Sheet is not empty, it returns a length of "0". Worse, it only seemed to have done this once so far (that I've found). This workflow has run dozens of…
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Onedrive & DocuSign Integration Capabilities
I am in the process of designing our Smartsheets workflow and am trying to better understand the capabilities / limitations of these integrations. Current Process: 1) We receive a PDF (say an invoice). 2)Manually save the file in Onedrive updating the file name. 3) Manually enter the data from the PDF into a SS Form and…
