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Discussion List
Change SalesForce user login for workflow configuration
We've got a SalesForce connector set up. I have a SmartSheet user login that has appropriate privileges to create and edit workflows that use the connector. I have previously been prompted to log in to SF and have successfully gotten data from SF into Smartsheet. Now I want to FORGET that I've ever logged in to SF (I don't…
Offline forms not uploading when connection established
Hello I have a colleague that used the offline form function in the App as directed, captured a lot of data in 7 forms offline, but the data then sat on their phone and never uploaded itself despite them re-establishing a wifi connection. We have successfully used this function elsewhere so not sure what happened in this…
Salesforce Connector Sync - Don't send automation if not synced?
We use SF connector as our go between. We send a lot of automations out from Smartsheet for various reasons. Is there a way for an automation to not send if a row is no longer synced with the connector? IE a customer cancels and therefore is no longer synced and is filtered out by connector. We don't want the daily…
Tracking Expenses and Submitting Invoices/Receipts within Resource Management (RM)
Hello - we are looking to help a customer with tracking expenses in Resource Management (RM). For expenses, how can employees upload and attach receipts? From doing research, it does not look like this is possible within the Time & Expenses tab. Is there an alternative way receipts can be tracked with expense submission OR…
Dynamic View Drop Down
Is it not possible for a field in dynamic view to accept new typed information if the drop down is not set to "restrict to list values only"? here is the field info in dynamic view: Thanks, Frank
changing datamesh configurations
I ran a datamesh configuration and after I ran it, I decided that the next time it runs I would like to add an additional column to the configuration to match. How can I go into the configuration and update it or do I have to create a whole new configuration?
Acumatica integration duration & complexity
I want to integrate Acumatica projects (about 50 or so from one Acumatica instance) with Smartsheet in order to show project progress and time tracking roll-up. How long should this take to build the integration? (Would impact around 40 users.) About how much should it cost for the Acumatica integration software? Thanks…
Tagging People in WorkApps Comments
It looks like users lose the ability to tag other users in comments when using sheets or reports in WorkApps. Is there any way to be able to tag users in comments? I can think of some workaround by adding columns but that seems like a silly thing to do considering the functionality already exists.
DataMesh Source Matches
When using DataMesh, is there any way to identify which rows in the source sheet did NOT match on the target sheet?
Moved: Don't want to show the DataMesh Lookup Value
This discussion has been moved.
