-
Data Shuttle to import Children rows based on another column?
So we have Assets in Smartsheet that are part of a Project sheet. For each type of Asset (Asset Type is it's own dropdown column), I would like to pull in a set of 'steps' (children) from another Smartsheet or some source file. So if the Asset type is Workbook I'd like to automatically add child rows to the asset that…
-
Calendar App: Creating a marketing calendar
This discussion was created from comments split from: Trouble with Calendar App Group Data.
-
Creating Price Book Entries in Custom Price Books with Salesforce Connector
Good morning, I'm wondering if anyone has experience creating price book entries in custom price books using the Salesforce Connector? We're able to add and update products from Smartsheet into Salesforce, and we're able to create a new custom price book from Smartsheet to Salesforce. But I'm hitting a brickwall when it…
-
Grouped Templates and Dashboards
Hi All, I was curious if anyone has some examples of how you use grouped templates and have that data roll up into a metric sheet/dashboard. For example, I have a template group with 2 schedules (one accelerated, and another standard). By default I have the standard schedule selected. When a PM comes in to create a…
-
Calendar view in the Smartsheet
Hello Everyone, Hope you doing great I would like to know what would be the proper use of the Calendar app? How it is different from the regular Smartsheet calendar view. Can we show data from the multiple sheets
-
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,…
-
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…
-
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…
-
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
-
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…
