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Map Opportunity Notes to a Column in Smartsheet
Hello, I am new to Smartsheets, In our current project we are working on Integrating Smartsheet data to salesforce Opportunity Object using Smartsheet connector Tool. We were able to map al the columns, but need to map a column in my smartsheeet to a related Standard Notes on Opportunity Record. Please let me know if it is…
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Leading Zeros in Data Shuttle
Hi - I'm trying to set up a way for end users to do bulk adds to our user list (vs one at a time via a form) and I have all the fields mapped in data shuttle and am getting results, except the leading zeros are being stripped away. See examples below. Since it is a data merge I can't see how I would add the ' before the…
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Jira Connector Stale Data
Hi, We primarily work from Jira but tend to use smartsheet for easier bulk changes and workload overview. The problem we frequently run into is that the smartsheet side tends to have stale information that may or not resolve itself when a ticket is updated. Our most recent examples are: 1) Issues that fall out of the scope…
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Calendar App - Does it function like report and can a filtered view be published?
Multi-part question here... Can the Calendar App source data from multiple sheets? If so, does it have a "current user" filter option like reports to show all tasks assigned to the current user in a calendar format? If so, can that filtered calendar be published to google? If so, and a date for a task is changed at the…
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How to get Data Shuttle to pull all information from the csv file
When I upload my CSV file into my storage sheet, it does not bring all the information over to my master sheet.
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Salesforce/Smartsheet Connector: Salesforce filter with multi value
Hi, Is it possible to have multiple values in the salesforce filter section of the connectors as below? I tested and it didn't seem to work. Is there any workaround for this? Thanks
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DATA SHUTTLE excel tabs
I set up several data shuttle to upload excel attachments for each tab. Each data shuttle will be activated immediately after adding the attachment as well as scheduled to update every 15 min. However, only the first tab gets added, most of the time. To add the other tabs I need to manually re-enter the relevant data…
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Pivot app query
Hi - I created a Pivot and then did a lot of customization on the Pivot so I don't want to lose it. I updated it several times by tweaking the content in the source data and it still imported/refreshed ok. Then tonight I renamed 2 column headers and then it broke. I renamed them back to the original names and it still…
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Add new dashboard, sheets and reports to Existing Projects
I have many existing project toolkits that I need to add a new Dashboard and several sheets and reports to. I have tried this multiple ways and have searched for many days in the Community for some answers with no solutions found. Please tell me how I can add a new dashboard, sheets and reports to EXISTING projects. Any…
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Simple data shuttle question
I've been unable to find an answer for this - Is is possible for a report (not a sheet) to be the source for a data shuttle offload workflow?
