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Metric Widget Not updating Summary Report Blueprint
✅ In my Blueprint, I have a project sheet with summary fields in the right-hand panel. ✅ Also in the Blueprint, I've built a Sheet Summary Report to pull these fields. ✅ In my Blueprint I've connected this to a dashboard. ✅ In Control Center I selected the new report to be included. ❌ But when I provision a project from…
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Using Data Mesh on Template Sheet
Hello, If I set up a Data Mesh on Sheet A and then create a copy of Sheet A by doing "save as new", will the Data Mesh target remain on Sheet A only? Or will it now target Sheet A and Sheet B? Would it be better to use an Index/Match formula on Sheet A in order to have it carry forward onto Sheet B, C, D, etc.? I suspect…
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Can you send an attachment through Docusign for signatures?
We are creating a log of purchases made and asking that a receipt be uploaded as an attachment in the Smartsheet row immediately upon the order being placed. Once the item has arrived, we want to send that attachment to the receiver for them to date and sign. Is there a way to automate this process in Smartsheet?
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Automate Sending Welcome Email to New Smartsheet Users in our Company?
Does anyone know of a way to automate sending a welcome email to new Smartsheet users in our company. Our company has access to the app but their account isn't "created" until they login the first time (Okta/Active DIrectory Authentication) My idea would be to use the Bridge to: Make API call using GET /users Add Row to…
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Data shuttle - how to update with recurring reference column
I have a 1000 or so lines in my sheet. I need to update a set of contacts so I've set up a data upload but it only changes the data for the first instance of my reference column. Example Family Members Flintstones Fred, Wilma, Pebbles, Barney, Betty, Bam Bam (my favourite) Muppets Kermit, Ralf, Animal, Beaker, Swedish…
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Is there a way to customize Calendar?
I would like to add some visual elements to my Calendar however any pictures added only appear as small thumbnails. Is there anyway to make those bigger so we can give it more of a branded feel?
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Integrating Excel with Smartsheet
I am trying to integrate information from an Smartsheet to an Excel spreadsheet and/or vs. versa. In the Excel sheet I highlighted the areas I would like link with SS(corresponding SS column) I know how to set up data shuffle, but I cannot configure the Excel in the way it needs to perform this function. Both files have…
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Control Center unable to provision WorkApp
My version of Control Center has the Portfolio WorkApp feature enabled. Last week it created each respective project's WorkApp URL successfully, however it is not longer doing so and I'm receiving the following error. I have confirmed everything is published and the roles are aligned between the Portfolio WorkApp and…
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Smartsheet to SharePoint
Hello, I've set up Smartsheet for my techs to complete and submit service reports. When they submit, a PDF is generated and attached to the row. Is there a way to automate uploading/download that PDF to each tech's folder in SharePoint? I was planning to use Power Automate, but I can't find an option to download the PDF…
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Data Shuttle to automate identification of differences between two excel sheets with > 10,000 rows
Can it be done? Data Shuttle to automate identification of differences between two excel sheets (one column in particular) with over 10,000 rows. Basically what the title says. I want to automate a process and was pointed in the direction of Data Shuttle to accomplish this. I have a regularly reoccurring excel sheet that,…
