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Smartsheet / Salesforce Connector: Counting the number of records to be updated... Spinning
I have created a workflow using the Salesforce / Smartsheet Connector. I want to replicate the workflow. However, the problem I'm facing is that right at the end (before I hit "Save Workflow". There is an Update Summary and it says "Counting the number of records to be updated...". However, it just keeps spinning. When I…
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Downloading Attachments from Dynamic View
Hello, I have created a dynamic view where each row has an attachment. Is there a way to download all the attachments at once like you can with a grid? It seems like the only option with Dynamic View is downloading them one at a time. Khari
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Why are my Blueprint Summaries blank?
Hi All, We recently started using Smartsheet CC. We had 5 blueprint summaries created and they're all working fine. I wanted to add a new column to one of my blueprint summaries, but when I went through the Blueprint Builder, the blueprint summary section now has blanks for sheet selections when just yesterday the 5…
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Workflow for Checkmarks on ALL rows
I have tasks assigned to 6 different people. When their task is complete, they checkmark the box. I would like to set up a workflow that will send out a communication email, but ONLY WHEN ALL 6 tasks are checked. I do not want it to individually notify ppl when each task is checked.
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Streamline document workflows right from Smartsheet with the new DocuSign integration
Hey Smartsheet Community, As of today, Smartsheet is pleased to announce the new DocuSign integration is avaliable for all customers on Enterprise and Premier Plans! How does the DocuSign integration help? With the DocuSign integration, customers can now seamlessly create custom documents with row data, send them for…
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Dynamic View - Details Pane Formatting
Hello! I'm pretty positive I know the answer the questions - I'm just hoping I'm wrong. Our organization is new to Dynamic View and we're starting to do some internal testing before pushing out a process to the rest of the team. There's a few critiques that have been made by multiple users and I'm hoping there's something…
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Can dynamic view reference more than one sheet?
I've set up dynamic view for a customer to track their incoming work. I also have a mandate dissemination tracker which is used to internally track items. I'd like to have the customer's dynamic view to see the notice we send from the dissemination tracker. As of now, there is only one source sheet / report allowed. How…
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MS Teams Smartsheet Log In
Has anyone ran into this issue with having to log in to Smartsheet, even though you are already logged in? I have a sheet that I am linking to from Teams.
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Power BI - Take data from Power BI and use it in Smartsheet
Hi @Genevieve P. , I see that back in Oct 2021, you answered another user that Smartsheet couldn't pull data from Power BI. I wonder if that has changed. I would like to integrate somehow Power BI and Smartsheet, so that the information from Power BI is shown on a Smartsheet dashboard in real time. Could you to confirm if…
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SCC Fails to update links error
One issue we are having is automation from SCC at job creation to send specific information from a project to Intake sheet. Here is what logic we applied and the error we get, can you look and maybe advise a solution for us? On Intake Sheet, we have the fields “PS Start Date” and “PS End Date” that are set push from…
