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Creating lookups through control center
Hello, I believe there is a way to do what I am asking but I am just unsure how to accomplish this task. Currently in control center we have a "revenue template" and some of the data that needs to be in this sheet has to be exported from Power BI and currently we are coping and pasting the data into the revenue template…
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Data shuttle upload error to client sheet with a locked store id column
Seeing if anyone has a similar experience or guidance. We have two sheets which we are using data shuttle between: • Client project tracker • Internal project tracker We have setup matching column names and types, which we want to use data shuttle to communicate updates between our two sheets. We pull unique store numbers,…
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DocuSign Integration Help
Hello, New to DocuSign integration. Have gone through the mapping wizard, but when it comes time to actually drag and drop the Smartsheet fields to the PDF, I cannot do so. I read through the Smartsheet instructions and noted that you have to update the Manage PDF form fill data option to assign to placeholder (see…
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Using Bridge and Conditional Junction to evaluate if a Checkbox is Checked
I'm trying to set up a conditional junction in Bridge to evaluate whether a checkbox is checked. The checkbox is not manually selected; it's calculated using a formula in the Smartsheet row (e.g., =IF(COUNT(CHILDREN()) > 0, 1, 0). When I use Get Row in the workflow, the checkbox field displays true when checked and false…
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Row ID for row created in the previous module is coming back as not existing.
I'm running into an issue in Bridge where a row I just created via the Add Row module, is coming back as not found when I try to use a Get Row module, referencing the row it just created. Goal: I have a workflow where I am adding a row to Sheet B, by copying data from sheet A. When that new row is created, an Auto Number…
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Data Shuttle: Duplicated Data with Different Creation Dates
Hello! I am working on a new Data Shuttle workflow and have come across an issue I haven't encountered before. I have to run an annual audit on a list of employees through a third-party site. I am able to download the query results of the audit from the third-party site, and I would like to use Data Shuttle to add results…
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How to remove rows from a DataTable using DataShuttle when the source sheet has rows removed?
I have a DataTable that is currently populated by a DataShuttle. When I upload the source report to a sheet, the data gets added into the DataTable via DataShuttle. The DataShuttle is configured to "add rows when added to the source file" and "update rows as they change in the source file". The unique column identifier is…
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Outlook Email to create new Rows in a Smartsheet
Company uses Bluebeam Revu software to create drafting check sessions (adding notes to PDF's). These session come from the same email address every time and can be automated to be sent to an email. I want to try and get these emails to go to a smartsheet row. what would be the best way to achieve this? My company uses…
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Is there a way to edit an existing Column Formula using Global Updates?
This discussion was created from comments split from: Control Center - Global Update to add a column forumula.
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AU Region Roadmap
Dear Smartsheet Community, Our organisation operates on the Smartsheet AU Region instance to meet local data residency and compliance needs. While we appreciate the capabilities the AU instance offers, we have received late breaking business requirement in terms of features/functions that are available in the US region but…
