Product questions?
Ask it here! The community's got your back.
Discussion List
I Can't Get Bridge's match function to match anything
I feel like what I'm trying to do is simple but nothing is working. I'm following this help article: Copy partial rows to another sheet using a Bridge workflow | Smartsheet Learning Center What I want to do: When the column titled "Trigger Workflow" is changed to "Yes" It runs. It checks to make sure that the value is…
How to Auto-Check a Checkbox in Sheet B When Project ID Exists in Sheet A Using DataMesh?
Is it possible to configure the DataMesh field mappings so that the checkbox in Sheet B is automatically checked when the Client ID exists in Sheet A
Add a row to a sheet via Global Update
I have a sheet in each project created via blueprint and I need to be able to add a row to it. I'm looking for advice on how best to do this. For context, it's a sheet with a contact and an assignment for each contact. It can't be a single master sheet because the assignment can be different between projects. For example,…
Time slots on calander?
We have a machine we want our coworkers to start requesting, daily and hourly. So if Joe wants to use the machine, he could go to the calendar and see an empty time slot between 1pm-2pm and he would be able to block that time out. Does smartsheet have anything like that? Kind of like an outlook calendar
dynamic view not loading correctly
I am not able to sort or filter correctly in dynamic view.
Data Shuttle Target sheet contact columns
Are you able to do a workflow process with Data Shuttle where the target sheet column is a contact column and the excel sheet is convert to an email address? Is there a formula or a trick to get the contact information to convert to an email address?
Data Shuttle initial set up
I have learned that each one of the Smartsheet add-ons have a specific step that does not seem to be listed in the training tutorial. I am creating a new Data Shuttle workflow and I want to run the workflow as a sheet attachment. This option never seems to appear to begin my process. Do you first have to create the…
Smartsheet data not sending to DocuSign.
This process worked in the beginning; however, data is not being sent to DocuSign. I uploaded a Word document to DocuSign, mapped all fields in Smartsheet. The process runs, but I receive a blank document. I have formulas, but this has not been an issue in the past. I worked with support, and they stated that I need a PDEF…
Data shuttle error
Here's a rundown of how I set up the workflow in data shuttle. I keep getting the error message in the picture below and i cannot figure out what i am doing wrong or what is happening with this particular google sheet. 1.) In source, select Google Drive as the source location and log in with your Google Drive account.…
Dynamic View - New Rows with attachments
Hi I have created a DV and will need to allow the users to add New. When I created the necessary fields for a new request, I don't see the ability for the end user to add in an attachment like you can with Forms. On the View Display, I have checked the boxes "Display Attachments" and "Users can add attachments". Am I…
