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Dynamic View Issue
Hi! My company uses Dynamic View to provide information to our field sales reps. When they receive a Dynamic View link, they know to use the Sign in with Microsoft button, and once they click that, they are then automatically taken directly to the Dynamic View contained in the link. However, this past Friday (8/2/24), a…
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Has anyone figured out how to set a default size to pdf text for the Document Generator?
We are hoping to utilize the Generate Documents feature for both internal and client facing processes but cannot seem to figure out how to stop the data that maps into the forms from auto-sizing itself. This is making the client facing forms look horrible. None of the existing size formatting in my pdf carries over, and we…
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Data Shuttle
I am trying to build our project using the PMO template. We receive a monthly data report that lists all projects and based on a select criterion, those that meet will be accepted as new projects. I want to automatically add those projects to the intake form to create the master template. I've added the data report as a…
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Bridge: Data Reference Doesn't Return Same as Hardcoded Value
I'm connected to an external API that requires a token to be added as a Request Header for calls. The token cannot be hardcoded to the call since it expires every hour. So I must make a call to refresh the token then use that in subsequent call's Header. When I pass the token as a data reference to the Header of the…
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Data Shuttle adding rows not triggering automation
I have an automation set up that when a row a added and [*department* Completion Status] is empty them change [*Department* Completion Status] to "WIP" Does Data Shuttle trigger automations to run? if not is there a way to work around this?
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How to fetch hours logged data from Toggl to display in Project Dashboard of Smartsheet
For project 'A', project plan, status report and dashboard are in Smartsheet. For the same project, hours logged is in Toggl, I want to fetch total hours logged against the project from Toggl and display the same in Smartsheet dashboard. Can you please suggest how to implement this.
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Capture the Decline Reason for DocuSign to Smartsheet
Hello, I am trying to use the Smartsheet DocuSign integration to keep track of the signature status. I am able to track the overall status, such as sent, delivered, completed and declined. However, when a signature is declined, DocuSign will require the signer to provide a decline reason. However, I am struggling to find a…
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Datamesh - blanking mapped columns
In Datamesh, when the lookup value in the target sheet is blanked out (delete) or even changed to a value that has no match in the source sheet, all the mapped columns in the target sheet remain with the previous value which makes the data not consistent. Is there a was to blank out the mapped value if the lookup value is…
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Workflow - Generate Document
Hello everyone, I am using the 30-day trial in Smartsheet to convince my bosses to implement this program. I am setting up a simple sheet that our service techs fill out after each job they complete. When the form is completed I want the Workflow to generate a PDF document that I have all mapped out. But, for some reason,…
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Control Centre - Adding an Optional Template to a provision Project.
I am attempting to add a new optional template sheet to a provisioned Project via Control Centre. When the new optional template sheet is added to the Project, the references, and some cell links are broken. Is it possible to add an optional template to a Control Centre provisioned project and have the references and links…
