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Transfer Data Shuttle workflows
Hello everyone, Do you know if it is possible to transfer Data Shuttle workflows from one user to another in the same Smartsheet account ? Can we ask the support team to do this, or do we need to recreate all the workflows ? Thank you for your help, have a nice day, Corentin
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How can I stop automate archiving my workflow?
My workflows will automate archiving every month, How can I stop the setting or extend archived frequency? Thanks.
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WorkApps Ownership Transfer
Hi , One of our user wants to transfer the WorkApps Ownership. The previous owner of the WorkApps is no longer with the firm. Could you please suggest me the best possible option to transfer the ownership
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Data Mesh
I have created a Data Mesh function from a report to a sheet. If I run the configuration with Copy and Add Data, everything moves over perfectly. However, if I run the configuration with Create Cell Links, the information does not transfer. To add, if I run the first configuration and then run the cell link function, it…
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Report Filters for Duration not working?
Hello, I have a project tracking sheet where we layout target start & end dates for each subtask by using the predecessor and duration columns. I'm trying to create a report that shows when certain critical subtasks are rushed, so when "Task" is equal to "Approval" and "Duration" is less than "3d". I tried filtering by…
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Dynamic View Access Question
Hello all - I have a few questions related to accessing a page I've created in Dynamic View. When users attempt to access the page, some of them are receiving the message below: The owner is a sys admin located in a different part of our organization. Is there a way to change who the request to join goes to? Do they really…
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Can't Save Field Logic Updates in Dynamic View
Hi all, I've seen a few similar posts regarding this, but they were from a few years back so not sure if anything has changed. I want to add Field Logic to a field in our form. It asks the user to select a Category and to deter using Issues/Miscellaneous, I have added a dropdown column in the sheet for the user to confirm…
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Metric Widget Not updating Summary Report Blueprint
✅ In my Blueprint, I have a project sheet with summary fields in the right-hand panel. ✅ Also in the Blueprint, I've built a Sheet Summary Report to pull these fields. ✅ In my Blueprint I've connected this to a dashboard. ✅ In Control Center I selected the new report to be included. ❌ But when I provision a project from…
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Using Data Mesh on Template Sheet
Hello, If I set up a Data Mesh on Sheet A and then create a copy of Sheet A by doing "save as new", will the Data Mesh target remain on Sheet A only? Or will it now target Sheet A and Sheet B? Would it be better to use an Index/Match formula on Sheet A in order to have it carry forward onto Sheet B, C, D, etc.? I suspect…
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Can you send an attachment through Docusign for signatures?
We are creating a log of purchases made and asking that a receipt be uploaded as an attachment in the Smartsheet row immediately upon the order being placed. Once the item has arrived, we want to send that attachment to the receiver for them to date and sign. Is there a way to automate this process in Smartsheet?