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Smartsheet to Salesforce Connector - Starting Over
I the SmartSheet Connector setup where it imports in using a two way sync with all the fields pointing from SmartSheet one direction to Salesforce. I need to start over so I tried to delete the record Id from the smartsheet column and run the workflow rule again. That was unsuccessful it just spun. How do I start over with…
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can you "view as" in dynamic view set up?
I'm renewing the settings for our portfolio of dynamic views and doing some clean up. As I complete, I'd like to be able to "view as Amber" or "view as Anthony" so I can ensure my end users are having the experience I believe I've designed. It feels like this is an obvious feature, but I don't see a way to do that. Am I…
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How can I replicate a bridge workflow across multiple sheets?
I have a bridge workflow to copy the task name from my schedule into my risk register.. basically I want to duplicate this across all my projects… is there an easy way to amend the workflow so I can just add the sheet ID’s of the other schedules and registers?
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Does Power BI see checkbox field as TRUE, FALSE, or blank?
I use the Smartsheet connector in Power BI. I have a "Closed" field in Smartsheet, it's a checkbox. Check it when a record is closed. Then in my Power BI dashboard I have a filter. It shows active records when Closed is FALSE and inactive records when Closed is TRUE. Well today a user told me that he reactivated a record…
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Auto direct risk from master register to project risk
I have a master risk register with a column controlled by Bridge to update when a new project is spun up in Control Centre.. that way it's easier for people to add risks for a project. Is there a way to automatically divert the risk from the master register to the respective project register? I have the project code as…
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WorkApp Creation is not working
I need to create a workapp, when i go to workapps and click on "Create an App" i am asked to contact customer service instead of intiating App creation…. anyone knows why? any suggestions?
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Unable to Update Profile Data in Control Centre
Hi, when I create a new project in Control Centre, I get this error message just for this one column. I reference this field the same as every other field. It USED to work and stopped working about a week ago. Any ideas why just one field will not update to my Metadata? I have triple checked spelling and spacing. Thanks
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Summary Sheet Not Connecting to Correct Column
I have a summary sheet set up for my projects, which is connected to a metadata sheet I have. In the metadata sheet, I have column types for different types of data (contact, text/number, date, etc). In my summary sheet, the columns that should be looking at the text/number column for data are looking at the contact column…
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Metadata to Summary Sheet
I am having a problem where my Summary Sheet is trying to pull data from the wrong column in my Metadata sheet. The data in Metadata is in my date column, yet the link is taking from the text column. Can anyone share a way to change the link.
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Calendar App - Data Grouping Display
In one instance I'm using the Calendar App, the criteria I use for the grouping display in the left margin shows even if I don't have data for that particular time period. Another instance of Calendar App only shows names in the Grouping Display if there is data for the time period displayed. We are trying to always list…
