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Transfer sheet automation workflows
Hello everyone, I have transfered the ownership of all my elements (workspaces, sheets, etc.) to another user. In some sheet I have created automated workflows (alerts), do you know if the user will have to recreate all the automated workflows or is it part of the transfert ? Thank you for your help, have a nice day,…
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Document Builder - Generating documents removing formatting
Hello, I'm fairly new to Smartsheet and have been learning as I go. The issue I am encountering is that when I Generate a document into a fillable PDF, I lose my line breaks and everything gets compressed into one paragraph. I have multi-line enabled for the PDF fields and have tried both Ctrl + Enter and CHAR(10) in the…
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Dynamic View - Clicking on a Row to Take Action
We are starting to use Dynamic View more broadly across our organization. But many of our users are confused about what to do when they come to the view. It's not clear to them that they need to click on a row to bring up the form where they can take an action. It would be great if there was a default UI feature that would…
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Pivot Table Source
How can I see the source of a Pivot Table? When I try to edit to determine the source, the Select Sheet is unavailable. I need to verify the source to determine the accuracy of the data, but I did not create it. Thanks
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Connect Smartsheet with Datastudio
Hello everyone, I have a use case and I don't know how to proceed and find the best way to solve my problem. Here is the use case : I have a sheet in Smartsheet for request management. I would like this sheet to automatically be pushed into a Datastudio report. I was thinking about the following options, but maybe do you…
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Data Shuttle Issues
We have multiple sheets that are updated via an Employee Listing Excel that is housed in Box. With Data Uploader, whenever we had to change our Box password (every 60 days by company policy), we simply went into Data Uploader and re-granted access to each workflow. With Data Shuttle, when we "grant access" to Box, the…
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Jira Connector only allowing one project to one sheet
Hi, We have recently implemented the Jira connector for Smartsheet and this is working well in each sheet where we have a one to one relationship with Jira Projects. We have a single sheet which is collating all enhancement requests (using a web form as a front end) which will place enhancements into the relevant Project…
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Update dropdown using Data Shuttle without Excel?
Is there a way to pull the contents for a dropdown update from another Smartsheet? We would rather not use Excel files for this process. Thanks, Jeana
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Giving Users Access to Their Dynamic View
How do I give the users I've "named"/shared to in a Dynamic View access to that Dynamic View? Do I copy and paste the Dynamic View URL and send it to them, or is there another way?
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SmartSheet Gantt to Salesforce Project Management
Is it possible to publish and sync a gantt chart made in SmartSheet to Salesforce Project Task Gantt?
