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Global Fields are not being linked, why?
In my blueprint, the profile summary fields are not being linked properly and I cannot figure out how to fix it without going one by one. See the images for examples. This is for over 10 fields, but I cannot screenshot all due to data leakage. The field is on the intake sheet, but not the metric sheet which feeds into all…
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How do I get Data Table to recognize dates uploaded by Data Shuttle?
Hi, I'm trying to create a new Data Table using Data Shuttle. I have some columns with date date. It seems that, no matter how I format the dates in the source CSV, Data Table won't recognize them as dates. Data Shuttle doesn't have an option to set the date format when creating a Data Table. I wish it would. I know I can…
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How to Display Contact Names in Dynamic View Export
I created a dynamic view that includes a Contact List column. When anyone exports the dynamic view, the contacts from the Contact List column appear as email addresses, not names. Is there any way to export the contact names, not the email addresses?
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Smartsheet Control Center - Delete Predecessors
Hi all! I have a question about control center. I want to make a global update but it's not possible in a predecessors column. Context: ~1200 projects already provisioned ~500 have data related to the predecessors we don't want to lose So I THINK I can remove the predecessors from the blueprint sheet itself and then…
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What are the possible ways to integrate VisioChart Sankey Diagram Power BI within Smartsheet?
Could you please explain or share any sources on possible ways to integrate VisioChart Sankey Diagram Power BI visualizations within Smartsheet? Currently, it can be used in Excel and Google Sheets. It would be great to know if integration with Smartsheet is possible. VisioChart Sankey Diagram For Microsoft Power BI Thanks…
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ODBC connection to data table
Im looking for a better way to pull down data from a data table. Im uploading daily data manually using data shuttle (via an attachment) which is fine for now, but the data is large enough that I have to create daily or weekly grids filtered from data table.. there has to be a better way.
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Docusign Integration Generating Blank Documents
Help! We recently upgraded our docusign account and then had to recreate our templates and remap them in our grid. When using the "Generate and Send with Docusign" automation, Docusign sends the signers blank documents. Why is it sending before populating the document? What am I doing wrong?
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Web content pages in WorkApps
I have been exploring WorkApps and I have been able to setup Smartsheet Content Pages, Create roles, add users and set permission for the Smartsheet Content Pages. Love this, but when I try to add Web content pages I am unsuccessful. I give the web content a name & add the web content link (example I added YouTube as page…
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Is it possible to trigger a pivot table to run from a dashboard?
I'm setting up a dashboard to manage a process and would like to be able to insert a widget that will force a pivot table to run? Is it possible to get a URL for a pivot table?
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Data Shuttle Error
Hi all, I've been struggling with a Data Shuttle workflow that is very similar to many others we use that are working well. When I run it, I get this very vague error, which I have never encountered before: What I am trying to do is take data from one sheet and, with a given trigger, map that data into a new sheet.…