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Salesforce integration
Hi all, Newly "back" to my organization, Smartsheets is a new tool they use. I have taken a lot of the video training, but I haven't found one to understand how Smartsheet and Salesforce work together. Can anyone guide me or post where I can find the training?
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Issues with Data Shuttle and multiple Excel submissions
I recently started a trial of Data Shuttle for our company and am applying it to a specific use case. Currently, it’s configured to extract data from Excel template files attached to a landing grid (submitted via Form) and load that data into another grid. This works well when submissions come in one at a time. However,…
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Calendar App on Dashboard - First rows not showing in display (not a filter issue)
Hi All, I've added a Calendar to a dashboard, and the first 1 or 2 rows on calendar are not displaying. I know the content on calendar is correct (confirmed when viewed outside of dashboard). There are no options or ability to scroll up to see the top content, nor does resizing the widget correct this. First image is of…
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Bridge compare date/time module output
I have a flow that runs every 15 minutes and it compares the date and time the row was created with the current time and it writes that difference in time to a column to easily show how long a row has been waiting to be worked. The only thing I'd like to change is to make time value it updates each row with always be a…
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Is Microsoft killing the Outlook Add-in?
Hi all, I was just informed by our I.T. Dept that Microsoft is killing the Outlook Add-in. We use this add-in quite extensively. Is anyone out there aware of a quick and easy way to attach emails to specific rows in specific sheets? It sounds like we have until June when Microsoft will be permanently disabling Legacy…
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Data Shuttle Not Recognizing Excel File Saved Via Power Automate
A colleague has Power Automate set to save Excel files (.xlsx format) to a standard SharePoint location each night. The files have one tab each, are consistently named, and have no extra rows. Data Shuttle will not recognize the Excel files unless they are manually opened and closed. No change is made—literally just opened…
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Is there a way to proactively include the three baseline columns in blueprint within Control Center?
The challenge I'm facing is that these columns aren’t created until the baseline is saved on the sheet—after it's already provisioned via SCC. I’d like to add them to the blueprint template sheet ahead of time so they can be incorporated into my profile data and made available for reporting. How can I do that?
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Hubspot Deal Amount & Smartsheet Column Formatting
When we try to link Smartsheet to Hubspot our bid amount column (text/number w/ currency formatting) is translating over to Hubspot as a string instead of just numbers. For example $10,000 comes out as "10000". Hubspot just wants it to show as 10000. We have tried removing the currency formatting on the Smartsheet side and…
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Bridge workflow - add multiple rows with one api call
I have an incoming sheet (sheet 1) that gets entries through a userform and it allows users to request up to 5 items per form submission. Each item goes into its own column (Column1 through Column5). Then I have a bridge workflow that is triggered when a new row is added to sheet 1. This workflow creates a new row for each…
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WorkApps Administration - Creator/owner ONLY
How can I have others in my team edit a workApp that I am owner of?
