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Data Shuttle initial set up
I have learned that each one of the Smartsheet add-ons have a specific step that does not seem to be listed in the training tutorial. I am creating a new Data Shuttle workflow and I want to run the workflow as a sheet attachment. This option never seems to appear to begin my process. Do you first have to create the…
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Smartsheet data not sending to DocuSign.
This process worked in the beginning; however, data is not being sent to DocuSign. I uploaded a Word document to DocuSign, mapped all fields in Smartsheet. The process runs, but I receive a blank document. I have formulas, but this has not been an issue in the past. I worked with support, and they stated that I need a PDEF…
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Data shuttle error
Here's a rundown of how I set up the workflow in data shuttle. I keep getting the error message in the picture below and i cannot figure out what i am doing wrong or what is happening with this particular google sheet. 1.) In source, select Google Drive as the source location and log in with your Google Drive account.…
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Dynamic View - New Rows with attachments
Hi I have created a DV and will need to allow the users to add New. When I created the necessary fields for a new request, I don't see the ability for the end user to add in an attachment like you can with Forms. On the View Display, I have checked the boxes "Display Attachments" and "Users can add attachments". Am I…
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Error! Column titles are not unique (1133)
I'm not sure why I'm receving this error. I created pivots for other reprts formatted the exact same way with no issues. I have one giving an error.
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DataMesh configuration does not run every hour
I have my DataMesh information scheduled to run every hour, but the reporting says something different. Is this common?
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Dynamic View - Does Dynamic recognize each Current User
If I have an Assignee column, allowing multiple contacts per cell, will Dynamic recognize each Assignee if I create views using a Current User filter?
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Maps for Smartsheet
Is there a Map feature that is supported by Smartsheet out there? I have over 800 hospitals that I would like to track using a map tool, but I see smartsheet no longer has one that I used to use back in 2014. Is there a FREE one that comes already with my Enterprise Premier Plan? I heard Mapsly is out there but this is a…
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Dynamic View - Creating view for "Current User" based on multiple columns.
We currently have a data sheet where monthly we ask users to populate a high level overview blurb for leadership. There are multiple Contact List columns populated with the individuals who may enter the data. At the moment, I send out a report that has two groups of filter conditions: Project Status is one of "Active" AND…
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WorkApp Licensing Management: How to Proceed?
Hello all, I own a Smartsheet WorkApp with approximately 450 users. Some of these users are paid members, and some are unpaid members. In this WorkApp, there are multiple roles, all of which have editable data. I am trying to understand what happens when the unpaid users edits data. Are WorkApps workarounds for paid vs…