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Dynamic Views: Sharing Access
Hello, I am having some issues with sharing access to DV's. Configuration - *Under the General Tab, we have restricted the view based on a filter. This filter is required so that designated Task Owner will see rows that are relevant to them. *I am able to add users/emails under the "Sharing" Tab however, upon testing when…
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Salesforce Connector Guardrails
Hi Smartsheet Community, my team and I are really interested in making greater use of the Salesforce/Smartsheet connector application, but would appreciate some recommendations regarding best practices to ensure an unintentional deletion on the Smartsheet side doesn't accidentally remove a bunch of data from Salesforce.…
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Data Shuttle Mapping
I am creating a data shuffle workflow with a source that has 74 columns. Is there a way for the headers to auto populate when I am mapping, or do I manually have to type in my headers for all columns?
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The Data Shuttles aren't processing on upload but I can run manually. Any ideas why?
I have about 100 Data Shuttle workflows which have been running as expected on upload for the past 6 months. On 11/13 all of sudden about 100 decided to stop running on upload. I can still manually run them. The offload workflows are working so that should trigger them to run.
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Multiple Automated Workflows Triggering for same item
Hi! I have helped design a Smartsheet that we are using to track requests. There are three scenarios that we need to capture, and each scenario has a slightly different workflow because certain approvals are or are not required along the way. I am running into an issue when the request is declined, all of my workflows are…
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Data Shuttle Offload--Where is the data ?
Hello- I have created an offload workflow in data shuttle-from one smartsheet to another, but once the workflow says complete I can not find the new rows. When I look in the sheet history of the target sheet it shows that an attachment was succesfully added. Does anyone have any experience with this issue?
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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…
