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Data Shuttle - just want to add new rows
Hello! This is probably a silly question but for some reason I am really struggling with it. I want to just add new rows to an existing sheet.. pretty simple.. but for some reason the unique identifier requirement is throwing me off. What do I do in data shuttle to just add new rows from an excel file to an existing sheet?…
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Best Practice: Transferring Ownership of sheets interfaced with DocuSign templates
Good afternoon, I am about to leave my role and am working on a smooth transfer of Ownership plan. I have several sheets that automate the use of docusign for document generation and then esigning. I created the DS Templates that are being used as well as the mappings for all of them. I'd like to ask what the best practice…
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Create a form from Smartsheet data
Here is an odd idea that we want to determine if it will work with Smartsheet. Our associates should be able to fill out a form and send it back to our offices, where it will immediately update in Smartsheet according to the entered categories. We are hoping we can then pull this information by monthly update to present on…
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DATEONLY Function
Hi all, I want to extract only the date from below-mentioned Date & Time format & then use it for computing the duration of certain activity. 08/28/2023 02:45:17 AM PDT DATEONLY formula is not working with this Date-Time format. This date & time format is extracted from our ERP system reports & can not be changed. Can…
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Egnyte
I can't get the integration with Egnyte to work. Is it available for a Pro account? If it is, how do I set it up so I can attach files from Egnyte?
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Control Center Data Privacy Best Practices
Hi! I'm interested in hearing from anyone using Control Center with multiple departments/divisions, and how you're applying data privacy best practices. If I understand it correctly, the designated lead has to be the owner of the blueprints, the workspace they live in, the intake and summary sheet, and at least have Admin…
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Control Center unable to provision WorkApp
My version of Control Center has the Portfolio WorkApp feature enabled. Last week it created each respective project's WorkApp URL successfully, however it is not longer doing so and I'm receiving the following error. I have confirmed everything is published and the roles are aligned between the Portfolio WorkApp and…
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Gantt chart - timeline displays
Hello, Please would someone be able to advise if it is possible to have 1 export but with varying timeline levels displayed. I have had a request from a client to display the current month on the program plan at week level, but the rest of the plan (which stretches out for 6 months), at month level. I.e. August would be…
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Microsoft Dynamics D365 Connector - Connecting to Finance
I have started to use the Microsoft Dynamics D365 connector, and it does not seem to want to connect to our instance of Dynamics D365. We are trying to connect to the Finance & Operations modules so I can automate the creation of Vendors. Is there a limitation in the connector that restricts it from accessing these…
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Jira Connectors - has anyone successfully built a bi-directional Jira connector with Smartsheet?
I am trying to improve communications among several departments and trying to figure out the best way to do this. I've created the connector but am struggling as on the Jira side, there's no consistency for fields that are used, etc. If a ticket gets created (like for a new feature request) in Smartsheet that gets sent to…
