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Search by workflow name or id?
Hello Smartsheet Community!!! Is there a way to find a specific workflow by name or id? Currently I have to scroll thru ~80 workflows to find the one I am looking for. Ty!!!
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I have "Send as attachment" setup to be recurring, how do I go back and change it?
This sends a PDF report filtered on those rows that are past due. Which is working fine, but I now want to add names to the distribution list, but cannot seem to located where to do it for this report.
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Data Shuttle Expressions
I have an Excel sheet and a grid that I am using Data Shuttle to update. My question is: The two columns I care about are Job # and Hours. I was using Job # as the unique identifier in both the Excel and the grid but it is no longer unique in the Excel file, meaning there are now multiple rows with the same Job # but…
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Closing dynamic view side panel on save
Is there an option to close the dynamic view side panel after the user has clicked Save? If not, is there a way to display a confirmation message after clicking Save?
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Interdependencies Across Sheets: Are they possible to track?
I was discussing the Dependencies tool in Smartsheet with my manager and how it could be utilized to track the Critical Path. Also how we can use Baseline to track any major changes to the project timeline. While discussing this, he asked if there was a way track interdependencies across different sheets? For example, if…
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Dynamic View - Bad Sheet ID Error
Hello community! I created a report to be used as a source in Dynamic View. I configured Dynamic View Field Logic to display 5 project close detail fields when the project status field is changed to "Complete". When testing, the fields appear when I change the status to "Complete", but when I enter the fields and select…
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Control Center Automation Error - "Error when attempting to get project folder." Why?
Every so often the Automation throws an error when creating a new project. "Error when attempting to get project folder." The automation for that project then fails. The original entry on the intake form is coming from an imported CSV that is generated by another system with Data Shuttle. If I delete the entry on the…
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Multiple Step Automations
Hi All, I have a form that collects data. Once the form is submitted, it changes a field to "In for Approval". I then have multiple automations set-up to assign 7 different Owner based on certain criteria and 1 to send a request for approval to the newly assigned Owner. Most of the time this seems to be working correctly,…
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Microsoft 365 Connector
Where do we find documentation on the Microsoft 365 connector? In the regular help, I found this article, but the links in the article lead to 404 errors. I need to submit an enhancement request to get the use of the connector approved but I also need to attach some documentation so the approvers can read up on it and find…
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Cityworks & Smartsheets
Hello! Just wanting to see if there are other companies who have successfully integrated Cityworks saved searches into Smartsheet? I'm just starting some initial research here as it takes considerable time to get multiple data points uploaded into Smartsheet and having to keep updating it monthly for sheets and dashboards.…
