-
How do I import multiple excel files into one Smartsheet sheet using data shuttle?
I have approximately 30 project plans that I am trying to combine into one master project plan for a specific department. I want to do this via data shuttle so that I can set up automations for when a task is either started or completed to go directly to the project manager so they can input the actual date, as the…
-
Add an entry by emailing it
i have access to the smartsheet calendar via outlook and have provided instructions to leadership to do the same. i am the only one with a smartsheet account, so is it possible that when they set up new meetings, they can add to the sheet via an email address (the same way when one sets up a new meeting, they add the…
-
Resource Management - Reconnect Issue
Hello I have submitted a ticket with Smartsheet but have also been pointed in the direction of the smartsheet community for a possible resolution. I had to disconnect my project plans from resource management, reset things in resource management and I am now trying to reconnect them. I accessed the project plan sheet,…
-
Track DocuSign envelope status / Enable tracking column / This column name is already being used...
Salutations all, I'm trying to avoid creating multiple DocuSign tracking columns every time I generate>create and connect a new document to a different DocuSign envelope. Surely I'm not the first one to encounter this issue, but extensive searches in community and web are not providing answers. Yes, I know I could create a…
-
Change Pivot Table Column Names
Hello, Q1: My end goal is to be able to index collect via pivot tables, is that possible? I noticed that my pivot table automatically "adds" to the column name than initially intended. Is there a way to change that? I just want the column headers to be the first 3 letters of the month, which was I originally have it mapped…
-
Control Center Profile data No Longer Linking
I have received this error in two separate blueprints in the past few days. This is not an error I have received before. When the toolkit is provisioned, none of the Profile Data is present from the cell links in my toolkit. What would cause this? Failed to update template cell-link fields for "Summary Metadata Sheet (DO…
-
Notifications in Workapps
Hi Smartsheet Community ! In my company, we are currently trying Workapps Feature and we love it ! But I am wondering if there is a way to active notifications in the Workapps we are using ? so from the app we would see new update requests for example, like it is in Smartsheet application. Thank you for your help !
-
Salesforce / Smartsheet Connector Issues
I have an issue where I have set up the salesforce / smartsheet connector to update data bidirectionally. I have a separate column on that sheet (let's call it - active registrar) that is not integrated, with Salesforce. The column is a drop down field and has things such as Active, Closed, etc. Then I have a workflow that…
-
Dynamic View Performance Issues (clocking)
I have been experiencing performance issues when saving in Dynamic View. It is painfully slow to save and is made worse by the fact that to trigger the logic it requires multiple saves in processing a single row. I need to determine what aspects contribute most to the delay. Here are some details about the underlying…
-
Can a link to a PDF in SharePoint be added to a workapp in smartsheet?
I know that I can add excel, powerpoint, etc. but I would really like to link to a PDF. I don't think this is possible, but am wondering if it is due to a technical contstaint or if there is another reason. Is it on the roadmap?