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Discussion List
Reports/Sheets in Control Center Blueprint Referencing Sheets Outside of Blueprint
Hello, I am setting up a Control Center Blueprint and need to reference a sheet outside of the Blueprint. The sheet outside of the Blueprint contains our region's entire sales pipeline and is regularly added to and updated by the entire team. The Blueprint will be a CRM type dashboard setup for each individual client…
Data Uploader Issue
I am needing to run a Data Uploader Workflow daily but the files are emailed to me so I have to move them to my OneDrive or I have to pull them from a SharePoint Document Library that is shared with me. Needing automate this process.... I am trying to setup a new workflow in Data Uploader where I am using OneDrive as the…
404 unauthorized error when establishing a communication between smartsheet and jira
404 unauthorized error when establishing a communication between smartsheet and jira which is on the AWS, is this a known issue ?
Dynamic View Use Examples?
Hello - I am starting a 2 week trial of dynamic view. I have watched every smartsheet video about the dynamic view, but have to admit I am completely stumped about real-world usage. I have only seen ONE example of the dynamic view, and it had to do with timekeeping and time cards. It was very intriguing. (enough for me to…
Automation does not appear to be working on all scenarios
I have a few automation rules which are setup to update the % complete once a status changes. The status is coming from another Sheet based on the value in a separate field. I have had to manually update the % to be 100% complete because my report was due, however this is not sustainable as I will have to do this for every…
Smartsheet Form and Salesforce Connector
We are collecting data using a web form in Smartsheet for open activities and logging calls/meetings. I need a way to get the Salesforce Record ID into this sheet so that it will send this information Salesforce. Ideas? VLOOKUP formula? It's around 200 ID's.
Data Mesh or Formula - what takes precedence
I have taken ownership of a sheet which is updated by a Data Mesh. I do not have access to the Data Mesh and the person who does is not currently available to transfer it to me or delete it. I changed the columns being updated by the Data Mesh to use lookup formulas because I need the report to update immediately. The Data…
Connecting Smartsheet in WFX?
Hi all! My company uses WFX as another one of our applications. Has anyone ever had experience connecting this application with Smartsheet? I personally do not have a lot of WFX experience, but the question came up if we could get them to talk. Thanks!
Is there a workaround way to sync contact column/symbol/auto number in Unito?
Hi, I recently found out you can use Unito to copy rows with selected columns to another sheet. However, since they are still in the Beta phase, certain column types are not yet supported. Do you know a way to work around it? Below is what I found from Unito website: What this integration doesn't support (yet!) Some of…
Pivot Count Formula Column
Does Pivot count values in a formula column? I've tried to write a pivot from a Report source where the column and values are the same formula column - it runs endlessly "Creating". Help Please