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Is it possible to transfer the ownership of workflows in Data Uploader
I have a number of workflows set-up in Data Uploader, a colleague of mine is taking over some of my tasks and I need to find out if I can transfer my workflows or will my colleague have to set-up their own workflows?
DataMesh - Updating ONLY new lines
Hi - we get two-halves of requests from separate parties, and I'm using DataMesh to link to things based on a Unique ID. Once the second half of the request is in the sheet, I don't need to update it again. Right now, my DataMesh setup is updating that row anyway - is there any way to ignore "old" or existing requests?
Filter Functionality on Calendar App has changed
Hello, Was there a recent update to filter function in the calendar app? I had drop down filters for each column of the underlying sheet and they are no longer there. No when I try to recreate the filters, it doesn't allow me to set up filter to select from a drop down list with all the values in the columns.
Automating Google MailMerge of Reports
Hi all, I need to run a monthly report and perform a mail merge of that data into a google doc/pdf. Any pointers on how to perform the scheduled recurrence? Thanks!
Multiple forms with unique dropdowns
Hello, I currently have a smart-sheet that gathers data from multiple vendors (each vendor has a form). One of the columns is an ID which would be entered through a drop-down. The functionality we are looking for is to have unique drop-downs for every form. Would this be possible? When I plug in the values for the…
Hi I have Epics and Tasks in my project. I created a bidirectional SS<-> Jira connector. In Jira there is a mandatory field "Epic Name" for the Issue type "Epics". However "Epic Name" is not a valid field for other issue types such as "Tasks" In the Jita<-> SS connector I have to have a field mapping as follows: "Jira"…
Is there a way to force a Dynamic View logout when the session ends?
Currently, it is possible to be logged in Smartsheet and Dynamic View under two different accounts, simultaneously, on the same machine. Unless a user explicitly logs out of Dynamic View or clears the browser cache, the next time Dynamic View is opened, the previous session is resumed. This presents a problem for shared…
Due to recent updates Smartsheet emails go to the Spam folder. How to avoid this?
Due to a recent change where emails seem to come from a user like "My Name via Smartsheet" those emails are sent to the spam folder because "this email appears to come from someone you know but there's a different email address". You are going to want to say "let users check their Spam folder" but my workflow emails are…
Smartsheet to Salesforce Connector Filtered out by Connector
I ran two different sheets and both encounter this issue. The fields on the sheets are correct and the Tasks meet the filters. Any ideas how to resolve this?
Pivot App, Change Name of <Blank> to something else
Hello, I was wondering if there is a way to change the name of fields that are blank in the pivot table so they are labeled as <Blank>? Would it be possible to change this to "Unassigned" or something like that? This pivot will update a lot so I can't just change it once, it would need to stick after updates. Thank you