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Smartsheet to SharePoint
Hello, I've set up Smartsheet for my techs to complete and submit service reports. When they submit, a PDF is generated and attached to the row. Is there a way to automate uploading/download that PDF to each tech's folder in SharePoint? I was planning to use Power Automate, but I can't find an option to download the PDF…
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Data Shuttle to automate identification of differences between two excel sheets with > 10,000 rows
Can it be done? Data Shuttle to automate identification of differences between two excel sheets (one column in particular) with over 10,000 rows. Basically what the title says. I want to automate a process and was pointed in the direction of Data Shuttle to accomplish this. I have a regularly reoccurring excel sheet that,…
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Move files from Salesforce to Smartsheet using apex
Hi, I am trying to moving files/attachments from Salesforce to smartsheet and facing errors when I see the debug logs. Here is my process: Row in smartsheet is created using a Smartsheet connector. Then after a delay of 3 minutes, I try to move the attachment from Salesforce to Smartsheet. I have seen from debug logs that…
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SFDC Connector
We are looking to implement the SFDC connector, and I was wondering if you are able to enter information into SFDC, have it linked to Smartsheet, and every time you make a change it feeds back into SFDC.
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Data Shuttle - don't delete certain rows
Hello - I have a sheet that tracks current projects for all employees, we also track their time off requests here and turn it into a Gantt chart and use it as a workload tracker. I'd like to create a Data shuttle so I can drop updates to the projects into the sheet (new projects, remove completed projects, updates, etc).…
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Bridge: Improving Workflow to get Group members into a sheet
Hello, Ravali Yelmelwar and I created this Bridge Workflow to transfer Smartsheet Groups and their members from the Smartsheet Admin Group page to a sheet. For our organization, the Workflow takes about 25 minutes to run for 59 groups. Does anyone have suggestions for reducing the run time? Screenshot of the Smartsheet…
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Update Reporting across projects in Control Center
Hi! I created a new row in my Metadata across projects but unfortunately on the "Customize Profile Data" page I had it pointing to the wrong column(🙄). I went through each project independently and did the whole update reporting effort for something else before realizing this. Is there a way to update the "Target Column"…
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Dynamic View Search Functionality
Our team often needs to search by program, client or product numbers. I can't find a way to do this in Dynamic View other than Ctrl+F, which only returns results that are currently visible on the screen/window. Any suggestions?
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Connecting Smartsheet tasks to Microsoft Planner
I'm looking for help in the best way to connect a PMO Portfolio of Projects in Smartsheets to Microsoft Planner. I want to be able to enable all 'Assigned' rows in each and every project plan to automate into 1 Microsoft Planner carrying over the Project Name, Task Description and Due date. I also want to do the reverse.…
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New Program Reports for Blueprints
For the New Program Reports, are they included in the 50 dynamic report limit? I already have 46 dynamic Reports, however, would like to create several more….
