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Control Centre - Batch Updating
I am about to launch my first control centre Blueprint and one thing I am wondering is what would be a best practice for recording notes at a program level. We have a status meeting that reviews the projects in the Blueprint Summary.. The client will pass on a tidbit of knowledge in the meeting and we will record a note..…
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When I upload a smaller file to my Data Table will it remove the old data if it exceeds the new?
Hello,, I'm figuring out data tables slowly and a question I have is if i upload a csv with 200k rows to my data table, then i turn around and upload the same file but it only has 150k rows, will it delete the extra 50k? thanks, Spencer
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Data Shuttle Offloading Wrong Data?
Hello, I have a main data source which collects project information from different vendors. Figure 1. Example of main sheet row To work with outside vendors, we have public facing sheets that we offload data to using data shuttle. Figure 2. Data Shuttle Offload Criteria This data is then uploaded to the company's sheet…
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Mass Transfer of Ownership of Dynamic Views
Hello, I need to transfer ownership of a number of Dynamic Views from myself to someone else. The issue is that I have over 400 views. Is there a way to do a mass transfer so I don't have to go into every view and manually transfer ownership?
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Dynamic View - View by sheet filter date - sometimes not working
Hi everyone We have an issue in Dynamic View where the "View by sheet filter" sometimes is not working. This is the filter: So it's supposed to only show todays and past records, along with the two other conditions. The issue is that sometimes it doesn't show todays records. It seems like it's stuck on yesterdays view.…
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"Record No Longer In View" / Apostrophes in Data from Dynamic View
Background information: I am trying to track allocation percentages of time that employees are dedicating towards a project, so I am having them fill out a dynamic view that has a drop down with increments of 0%-100% for each week (pictured below). The employees do not have access to the source sheet based on sensitive…
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DocuSign/Generate a Document with Multiple Mappings on single Sheet
New to DocuSign integration and performing some test messages. Have run into some challenges. Situation: I have a single Sheet that lists all our active projects. When a PM needs to obtain signoff for a single row there are multiple "forms" they could use depending on the project type, therefore I have created a Smartsheet…
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Standard Naming Convention For Projects in Control Center
Hello - I am looking to create a standard naming convention for all my projects. I want it to say, "Project Toolkit - INSERT PROJECT NAME". When I went into Control Center to configure this, It wasn't clear to me how to configure this under the naming section. The Prefix should be the text, "Project Toolkit - " and the…
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Filters on Embeded PowerBI Dashboards Not Visible
Hello, Community! In PowerBI desktop, I created a dashboard, published it to PowerBI online and embedded it on a Smartsheet dashboard. On the first two, the filters added are visible and work just fine. In Smartsheet, though, the filters are not available. What did I miss? @Philip Robbins, I came across your article but…
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Multi-Tier Projects
Hey everyone, I am having the hardest time trying to figure out how to set up a multi-tier project. Let's say I have a specific workspace set up for a specific project. I am using an intake sheet in my Admin Workspace to create these for each employee using Control Center. Under the project workspace, I have a folder for…
