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I'm stuck on step 5 of creating a blueprint in control center
I'm going through the Control Center training to learn how to use it, but I'm getting stuck at an early step. I created a workspace I created a folder The next step says to include sheets to use as templates for future projects and I created 3 sheets and put them in the folder. Next step says to create an intake sheet by…
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Connect Xero Reconciled Bank Account Balance
Hi, I am completely new to Smartsheets and I have an issue with regards to integrations with other software. I basically want to connect the reconciled bank balance from Xero to a 12 month cash flow I am developing in Smartsheets. I am currently unsure which trigger via Zapier to pick and was wondering if anyone knew or…
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Dynamic View is missing from published dashboard
I have published dashboard with a couple dynamic view links embedded in it. However, some people that I've shared the dashboard link to are not seeing anything. I've added 2 screenshots to show the difference. The second screenshot is what I want them to be able to see. What am I missing?
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Bridge: Copy partial Row example - error
Hi all! I'm working on learning Bridge to do some simple things for my PMO team. My first use case happens to line up very neatly with one of the Smartsheet Help articles (Copy partial rows to another sheet using a Bridge workflow | Smartsheet Learning Center), so I thought it would be a breeze. (famous last words). I've…
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Calendar App on Dashboard - First rows not showing in display (not a filter issue)
Hi All, I've added a Calendar to a dashboard, and the first 1 or 2 rows on calendar are not displaying. I know the content on calendar is correct (confirmed when viewed outside of dashboard). There are no options or ability to scroll up to see the top content, nor does resizing the widget correct this. First image is of…
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Salesforce Connector not pulling in related object values
Hello, I am using Salesforce connector to populate a Intake form in Smartsheet. I am able to pull in all Opportunity fields but we have a Discovery Questionnaire object (via Lookup Summary field) related to the Opportunity and I can't get those value to populate. I see them as being able to map but am unable to populate on…
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Blueprint - Dynamic Report Scope
I am updating one of our existing blueprints, and I noticed our Dynamic Report Scope Component was disabled. I know I've enabled this in the past, but I am unable to do so now. Does anyone know why it's not possible anymore?
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Best way to translate a PDF generated in Smartsheet
I have a PDF that needs to be translated into Spanish after it is generated in Smartsheet. Is. there an easy way to do this?
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Dynamic View
I have set up a Dynamic View running from a report as a source file but I am getting this view in the details tab that shows a preview value. Any ideas on what I need to change so it shows the full value and not a preview?
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Dynamic View comments, @mentions, and notifications for users not shared to underlying sheet
When a user is shared to the Dynamic View but NOT the underlying sheet, @mentions in the Comments tab do not auto-populate and are rather useless. This makes no sense, as the purpose of Dynamic View is to prevent the need for sharing the underlying sheet and sensitive data. Communication should be able to be streamlined…
