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Discussion List
Data Mesh "Update Immediately"
Hi there - I'm curious if any one can help explain how Data Mesh's Update Immediately works? Or maybe understand what's happening as it's no longer updating. In my source sheet: ID (made from auto # feature) then contact info. In my target sheet: ID & contact info, plus other data columns. I have my look-up value set to…
DocuSign Integration: Logging in with alternative account
We're starting to use the DocuSign integrations since we've already been using it, and like the automation offered through Smartsheet. When I set up the DocuSign and created the two mappings we have for this project, I logged into my user account with DocuSign. However, I now realize that the envelopes are sending as…
Data Mesh Unmatched & Unaffected
I'm having issues with my Data Mesh config seeing the data, but not acknowledging that it needs to move the rows over. 0 Total rows affected 66 Total rows unaffected 0 Total duplicates in Source 57 Total rows unmatched 0 Total formula cells skipped 0 Total nonexistent data fields mappings skipped 0 Total new rows added I…
I want to establish a workflow to copy rows in "Smartsheet #2" if a new row is added in "Smartsheet
Live Data Connector to SAGE accounting
I was reading up on data connectors to 3rd party platforms such as Excel, Access, etc. but didn't see any information about accounting systems such as Sage or Quickbooks. Has anyone ever linked an accounting systems to Smartsheet? I am assuming it is possible, but I want to gather other's experiences if they have. Thanks!
Is there any way when generating a document to have it (not a link) sent to an email address?
I'm trying to share a document once it's created, and some people may get lost if they go to the smartsheet to view. I'm trying to figure out a way to automate to send the actual document (not a link) sent to my email? that way i can create an automation from there that will send to everyone who needs it. My other thought…
With Control Center, is the Global Update feature also able update automated workflows?
I used automated workflows... a lot. We're looking to purchase Control Center, but it is not clear to me if I will be able to update my automated workflows across multiple sheets in the event I have a common change or update to make.
Move Smartsheet attachments to OneDrive?
Has anyone ever had luck moving files from Smartsheet to OneDrive? I found another post that led me to believe it's possible via python, but I'm looking for something simpler. The solutions there didn't sound like they worked well or they were cumbersome to configure. I'd like to get attachments that are submitted via a…
Dynamic View - Missing newly added field in filter drop-down
I've added a couple new fields to a Smartsheet and am looking to filter against them within Dynamic Views. Within Dynamic Views settings I've added these fields to both the View Display "Visible Fields" and Details Panel "Detail Panel Layout". They are showing up when I get out of Settings and back to the unfiltered view.…
how to link comments in jira ticket to smarsheet via the connector?
i have a connection established between jira and smartsheet via the jira connector as recommended by smartsheet which enables the flow of information bi-directionally. i am looking for comments within a jira ticket to be visible in smartsheet via the jira connector. any idea on how to do that? i don't see any fields while…
