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Data Shuttle Attachment Issues
As of Thursdays 11/14 I have had issues getting a data shuttle workflow to run on attachment. It has work flawlessly over the past 2 years but stopped working yesterday. Nothing has changed process wise on the user end. The only way to get the workflow to run is by adding the updated attachment upload to the sheet then…
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How do I embed an image in an automated notification
Hi all. Any guidance is much appreciated. We send an automated Request an approval notification once a row is added to our sheet. Our customers are not Smartsheet licensed users or connected users, and we do not want them interacting with our sheet. We would like to include an image, the same image for each request, in the…
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Dynamic View 'Save' button is GREY
I have 2 dynamic views created for the client - same source sheets. However, upon changing the 'Workstream Group', the SS 1 photo's 'SAVE' button is greyed but in the SS 2 photo, it is not. I wonder what could be the issue. You might notice that the PIF No. is the same on both snips. SS 1 Photo SS 2 Photo
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How to link parent between SS & Jira using connector?
Use case: Project created in SS using Epic, Task, Subtask (Parent, child, grandchild). Rows are indented to identify tasks and subtasks. Using Jira connector, data is pushed into Jira. Epic, tasks, and subtasks are created in Jira. Jira does not recognize the parent of a task or subtask. No parent is pushed back to SS…
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Calendar App Integration with MS Outlook
Hi Smartsheet community, Having issues on setting up access to a Smartsheet Calendar App in Outlook. Just a quick clarification that this is a different the same question as setting up a sheet Calendar View in Outlook (answer for that found here). After logging into calendar.smartsheet.com, I've enabled "Publish" for my…
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A PowerBI novice's guide to embedding dynamic reports in Smartsheet dashboards
I've recently embarked on a foray into linking PowerBI with Smartsheet, with the goal of creating dashboards where data can be sliced and diced interactively, and which update with new data automatically. The purpose of this post is to share the steps I had to go through, along with a few learnings, so that other novices…
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Can Data Shuttle avoid overwriting existing cells that meet a current criteria in Smartsheet?
I am uploading a status from another system. The other system may contain information not yet available in Smartsheet, but Smartsheet remains the most current version. If an item is marked as "Complete" in Smartsheet, I'd like it to remain "Complete" and not be overwritten by the Data Shuttle. I see there are filters for…
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"{Jira User ID} is not a valid user for the given JIRA Project" sync error - Connector
We have just had our first user leave the company who was an Assignee on a Smartsheet that has the Jira Connector, so I am learning a lesson. The hundreds of tickets he was an Assignee on are suddenly throwing the error listed in the subject. I have seen that the fix is to change the Connector to pull the Assignee Display…
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Generate Documents - Can contact names be filled instead of contact email address?
Hi there, Hope all is well. Hope someone could help. I have created a fillable pdf to be used with the new "Generate Documents" feature. It works great except for one issue. When I map the "Assign to" field or any contact field, it fills the document field with the contact email address and not the contact name. Is there…
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Jira Connector Error - Illegal Character
Hello, We are working on a bi-directional sync via Jira Connector and continue to receive this error when we try to push new tickets into Jira from our Smartsheet (which is successfully receiving Jira updates and updating existing tickets) - JIRA rest client exception occurred while syncing issue.…
