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Discussion List
QR Code integration for Graphic Production Tracking
Hello! We are a Graphic Production facility and use Smartsheet to track projects and their graphics from conception to completion. Each project has a workspace that is created with multiple matrices and we use a 'Production' matrix to keep track of all graphic items we are to produce. Our pain points currently have to do…
Automatically move records to different sections based on their status in my Project Intake sheet
I’m trying to build a workflow to organize projects in my Project Intake sheet based on their status. In the sheet, I have several sections: Active Completed Archived Test Projects Cancelled Each section corresponds to a specific Project Status. I’d like the workflow to automatically move a project record to the…
Data Shuttle to Power BI
I am working on a project for a client, where they want to have dashboards built out for data analytic purposes that update automatically. The client already invested money into data shuttle, so data is automatically going to pull from the different data sources. Given that Smartsheet dashboards have limited analytics…
Dynamic View Not Allowing Temporary Sort
I have a dynamic view that is pulling from a report that contains two source sheets and does not have any default sorting. When I try to temporarily sort the DV by date, it loads and refreshes as if it is sorting the data, but nothing gets sorted. All of my columns in the DV are behaving this way. What is going on?
Control Center and Collections
Anyone know if it's possible to have control center create a collection for each project that it creates?
Smartsheet Calendar isn't Sorting as Expected
I am working on creating a roadmap calendar for 2026. The source of the calendar is a report that pulls from multiple roadmaps across our Marketing department. I have the calendar grouped first by Marketing Pillar and then Pod (where applicable). It's worked alright so far but some feedback I've received is that our…
Having users highlight comment cells after entering data in Dynamic view
How do I allow a user to highlight a cell in dynamic view after they have added a comment? Especially when the user doesn't have access to the underlying sheet.
Docusign not generating "Employee Role cannot have it's name..."
Good morning, I'm struggling with the "generate" portion of SS/Docusign in mappings. My document is built, created and mapped thru builder. The Docusign form uploads well (into SS) and my assignments seem to be working great until I ask to "generate and send with Docusign". I keep getting the following failed message: "The…
How to automatically remove "unmatched" datamesh results from the Target sheet?
Hi Smartsheet SMEs! In DataMesh, selecting the "Copy and Add Data" option will keep the Source and Target sheet in sync --- automatically creates new lookup values if needed. Have you devised a solution that automatically removes/deletes unmatched data --- rows in the target sheet that no longer reconciles to the Source…
Dynamic View - Remove Entries?
I am wondering how one would delete entries from a Dynamic View. I read an earlier post that said the owner and Admin could, but I am the owner and I can't figure out how. Assuming it's not possible at all, we have a system where confidential items are moved to a separate sheet where they are only editable by the creator…
