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Data Shuttle not updating a field from the source file to my Smartsheet
I recently added a new field to my data extract and data shuttle populates that record in my Smartsheet, but when that field value is changed on my extract data shuttle is not updating that field. I am not sure if it is only happening when the field is a certain value. The only way I have been able to fix it is by deleting…
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Getting Data Shuttle to recognize a column as number/text, not checkbox
I'm in a pickle. I set up a Data Shuttle that imports a CSV, but the target sheet recognizes 0s as a checkbox. I need it to recognize the 0 for the formula. When I try to change the column type (Actual Work in the screenshot) from Auto to Number, it won't give me that option. Changing the column type in the source sheet…
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Why is my Data Shuttle workflow not pulling over data ?
Hello! I have created a workflow using Data Shuttle. I believe I have the correct settings and have attached the upload file to the Target Sheet, but when I hit run nothing happens. It says it's running but no data is pulled over. Thank you in advance for any guidance on what I am doing wrong. I did link my google account…
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Blueprint Summary Sheet blank despite no errors while Provisioning the project
Hi I had a new CC blueprint that I tested out with some projects last week and it was working fine. Today, made some changes (added some fields to the Project Metadata fields and the same nee fields added to the Portfolio Blueprint summary sheet ). Have ensured columns types and names are matching. My projects are…
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Work App Page Permissions are locked
We are using control center to auto provision a project folder in a workspace and a work app for the project. The auto provisioning of the work app creates several roles, defaults users to those roles and adds pages with page permissions for each role. As the Work App Owner, I am trying to change the page permissions for…
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Is there any experience with BIM 4D Revit?
I need to conect some of our models in Revit with sheets in Smartsheet, so I thought maybe someone had already done that. Thanks!
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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…
