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Smartsheet Sync Google Forms - choose which field synced to the primary field
Hi all, I sync google formular data to a smartsheet, which works fine. Because I copy new entries to another smartsheet they must have the same primary field. Unfortunately the smartsheet sync is syncing an other field from the google form to the smartsheet. e.g. I need "NAME" as the primary field but smartsheet sync…
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Salesforce to Smartsheet Connector with linked cells
I am attempting to automate the updating of dates in Salesforce from Smartsheet using the connector. I have done an initial test after mapping the fields and it works great to the connector sheet. However, once I linked the cells in the connector sheet to the tracking sheets (also in Smartsheet) where the dates will be…
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Data Uploader feature
Hello Smartsheet community! I am a new member and I am trying to learn about Data Uploader. I would like to use Data Uploader in Smartsheet to load data into Multiple (Smartsheets)? Are there any tutorial videos that can help? What steps do I need to follow. Thank You for your help and guidance in advance.
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When using Dynamic View logic, is it not possible to hide columns until approval?
I have quite a number of columns and I don't want all of them displayed in the panel until a trigger is reached for a grouping of each section. For example, until a recommendation is approved, I am hiding about 20 columns. Once approved, I want to make the next set of about 5 columns revealed for edit and once that…
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Pivots not running
For the past day and a half, when I build a new pivot and get the the 'create' phase - the create box greys out and nothing happens. I thought it was possible that my data set was too large, and so I tested with a small data set and get the same result. I've done the following: Logged Out and Bag In (of both Smartsheet and…
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Sync'ing hyperlink column to Salesforce field
We are trying to sync a "Project Dashboard" column with a Salesforce field so users can pull up the Smartsheet Dashboard directly from Salesforce. However, the connector seems like its only sync'ing the text value and not the actual link.
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Dynamic View - New Item Submission
I'm creating a new view in Dynamic View and I have enabled new item submission as well as user can display and add attachments. Unfortunately when actually drafting a new item submission I do not see an option to add an attachment the same way I would in a traditional form PRIOR to submitting the item. The attachment…
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10K FT - did the Project Import function change?
Am I losing my marbles, or did the 10K FT project import function change today? It went from a copy/paste to export a CSV and import the same format. Since it appears to be adding the ability to import our custom fields, I'm thrilled, except I'm getting a date format error - it's telling me I have invalid dates, but I…
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Google form - Smartsheet Integration( dependent dropdown list)
Hi, Can you help me or point me to a detailed tutorial on how to integrate google form to smartsheet. I would like my dropdowns source data in smartsheet as well and the submission will be in smartsheet to. I haven't found any detailed instructions on how to do. Thanks in advance.
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Smartsheet Merge - Merging Single Doc versus Combine into One File
I've been collecting data in Smartsheet and successfully merged it with a Google Doc to create readable documents to share the data. The document has specific formating with header and footer information, including a logo on the first page only. There are 52 rows of data in my Smartsheet, and when I use Smartsheet Merge to…