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Bridge sort - performing the same sort on multiple sheets
Hi, I have a Bridge workflow that can sort a sheet based on a column on the sheet. Now I have 14 Divisions each having the same type of sheet. Is there a way to use a loop to perform the same ort on the 14 different sheets? (I read about parent child workflows but am not sure how to create a loop to pass the variables,…
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Prevent files with Social Security Numbers from being shared?
Is there no built-in way to prevent Smartsheet from allowing users from sharing data outside of Smartsheet automatically, if the data includes a Social Security number? (Enterprise Version) The only information I've found about this topic is Screen Shot of the paragraph: So they imply we must find our own solution. Is that…
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Is it expected behavior for "Blueprint Summary" Cell Links from an "Optional" template not to work?
Using Control Center, I am adding an "optional" sheet from the blueprint templates to some existing projects. While Control Center is then linking the identified "Blueprint Summary" fields from the newly added sheet to our metrics Rollup sheet….they don't actually function. Meaning they show a blue arrow as if they are…
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Dynamic View not displaying on a computer- only on a phone
I have created a dynamic view. most of the people I've shared it with have had no issues; however, one person is. They let me know that for some reason it is pulling up on their phone, but not on their computer. When attempting to access via computer they are getting this error: Dynamic View URL not found The view may have…
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Moved: Outside User is receiving error symbol when viewing a published dashboard
This discussion has been moved.
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Salesforce Connector not pulling in related object values
Hello, I am using Salesforce connector to populate a Intake form in Smartsheet. I am able to pull in all Opportunity fields but we have a Discovery Questionnaire object (via Lookup Summary field) related to the Opportunity and I can't get those value to populate. I see them as being able to map but am unable to populate on…
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Smartsheet & Outlook Invites for meetings
Is possible to create an automation where from a sheet in Smartsheet we send and "order" to Outlook to send an email invite to specific email address for joining a meeting? Or sending the same from Smartsheet directly but blocking outlook calendar for the person who receives it?
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Data Shuttle
I'm trying to use the offload function to add any new rows at the end of the night to an existing excel sheet in Box. I seen an option similar in the upload function, but is there a way to do this with Offload? I don't want to delete existing rows in the Box excel sheet, just add to it.
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Using data shuttle for weekly backups from smartsheet to sharepoint
I have successfully turned on the weekly export from smartsheet to sharepoint, but the action is "replace". I don't want to replace my file each week, I want a series of dated weekly backups for an audit trail. Is this possible?
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How to pull data from a report to a sheet?
I'm currently trying to create a sheet where I can pull data using a formula from a report, I've tried to do DataMesh & Pivot to no avail, would there be any way or formula where I can use a report as a source sheet? Also, can DataMesh mimic a report instead of a sheet? Thanks!