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DataTable best practices/searching capabilities?
Hi - We're working with large data sets that have to be hosted in Data Table, like vendor databases. In order to actually use the datatable in many functions I need to be able to allow for searching the database. Has anyone used datatable in this way? I.e. search for a vendor name and it comes back with vendor names that…
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Loading SQL Data into Smartsheet
Hello, Is it possible to set up a connection between Smartsheet and SQL Server with automatic updates? For example, if I have a SQL query that updates daily, I want to be able to have a Smartsheet table with the same data that also updates daily alongside the SQL component. Is it possible to accomplish this without the use…
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Bring data into Smartsheet with API or ODBC from Excel
Hi, Does anyone know how to configure Excel or Smartsheet so that a sheet can read data from Excel? I have it working so that Smartsheet is a source and use excel to pick up a sheet's data but not the other way. All the literature and videos say it can be done but I cannot find out how!
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Dashboard Question
I'm working on a project where I'm tracking the completion of IT equipment refresh across 170 sites. Long story short my leadership wants to see a dashboard that looks similar to the very poorly sketched image below. Basically, they want to see out of 170 sites, what percentage of sites have completed: Task 1 Task 2 Task 3…
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Outlook Add-In
The Outlook add-in is not installing for me weather I try to install it locally or on the web version of outlook. Its not my version or a permission issue as I have tried the install via local admin account which has full access to my system. Is there a downloadable version of the add-on that anyone has found?
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Dynamic View Options for Sheet
Hello, I'm working on a quarterly goal review process. I need to keep all employees in the department on one main sheet with each employees' manager noted in a contact column. Then I've created a dynamic view based on current user (for the manager contact column) so each manager can view and evaluate the goals for each of…
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Trying to locate sheet to see activity log on a published item
I have a published sheet link that works but I am unable to find the sheet used to create the published item. Is there anyway to locate the sheet from the created link? Joe Busch Urban Institute
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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…
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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…
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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…
