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Integration Smartsheets >HubDB
I'd like to integrate a smartsheet that pushes data into a HubDB in hubspot. Is this possible? How did you make the connection?
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How to change the settings of document builder so it stops cutting off my text?
I have my PDF and smartsheet mapped out to match one another and when I preview my generate PDF, the majority of text gets cut off.
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Is it possible to offload an attachment with Data Shuttle?
Hello, I am working on a workflow in data shuttle where it offloads any rows that have the helper box checked. Most of these rows will also have attachments that are filled with data. I find that when I offload, the attachments do not come over. Is there a way to include/ download/ offload/ export/ the attachments as well?…
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Using Bridge to Delete Rows
Hello! I'm new to Bridge, so please forgive my ignorance. I set up a workflow to delete rows in a sheet when a checkbox is checked. I set up the workflow as described here. It only works when I enter a row ID into the Get Row module, otherwise it stops. This kind of defeats the purpose of setting up a workflow if I have to…
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Deleting Rows from a Sheet Using Bridge
Hello! I'm new to Bridge, so please forgive my ignorance. I set up a workflow to delete rows in a sheet when a checkbox is checked. I set up the workflow as described here. It only works when I enter a row ID into the Get Row module, otherwise it stops. This kind of defeats the purpose of setting up a workflow if I have to…
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Sheet Summary data use on reports and dashboards
Want Sheet Summary Data on a dashboard….but understand I cannot utilize Global Update if I use a Metric widget in an attempt to display it. Was told I can write a report that calls up that Sheet Summary data and then use the Report Widget Created the report…no problem, updated the blueprint with the report as "required"…no…
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How to ensure Dashboard links remain dynamic in Control Center
My blueprint contains a dashboard that has several links to other reports/sheets within the same workspace of that blueprint. In the summary/meta data sheet, I would like to ensure that when I am referencing links to reports/sheets within the same workspace, control center will know replicate that logic in new workspaces…
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Dynamic View & User Permissions needed to make updates?
Assuming the Dynamic View settings I create as a sheet owner are configured to allow field updates, can a Smartsheet user that only has view-only permission to the entire system be able to update those fields within a Dynamic View? Or must all users that must make updates within the Dynamic View shared to them have…
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Dynamic View Logic
I am trying to apply logic to my dynamic view that will prevent the rest of the questions from being required/answered if "No" is selected for "Ordered Restraint Initiated". I am testing it with just a couple of fields - I tried both required and non-required fields and it doesn't seem to work. Once I save the changes and…
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Control center - intake sheet data directly to summary sheet
This is a basic question but I can't seem to find a direct answer. When using control center , is there a way to get data from an intake sheet to the blueprint summary sheet without designating it as profile data? I watched SS university courses on control center and said there is a way but didn't show how to do it.