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How to retrieve previous version of the file after data shuttle test run
Our team was running a test on the data shuttle function to pull data into one of our sheets and when they used the "update rows" all inputs and data were gone after the test run. We requested the snap shot from the activity log but the data was not in there. Is there a way to retrieve this or go to a "version history" of…
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Searching for an end of quarter date formula
Hi Smartsheet Community, I'm trying to set up a "reminder date" column that will automatically update as time goes by and will trigger reminder emails when the dates in that column are reached. Specifically, I'm having trouble finding a formula to generate dates tied to end of quarters. For example, "30 days after the end…
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'View Filter' option not available in Dynamic View setup.
In the Smartsheet Univ. Dynamic View course video, a 'view filter' option is available in the setup stage. However, the 'view filter' option isn't available in the course sample material or in my own projects. Am I missing something? Thanks! What I'd like to be able to do is have a dynamic view populated by a drop-down…
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Why won't the data shuttle work on schedule for my workflow?
I created a data shuttle to pull from a file on SharePoint. I was able to link the data from the source file in SharePoint to the target file in Smartsheet, but only when I click Run. I set it to a schedule and changed the data in the source file, but once the time on the schedule passes, the new data does not show. I've…
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Identifying current data in DataTable
Does anyone have a good way to identify good records in DataTable? DataTables can be updated from an external data source using Data Shuttle but there is no way to automatically remove DataTable records that are no longer in the source data. This means DataTables will contain bad data. My current workaround is to include a…
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Smartsheet Not Provisioning as of 2024/08/06
We experienced some unusual behavior when provisioning work last week, Thursday (August 1st), but the issue seemed to have resolved itself at some point on Friday. This morning, the provisioning doesn't seem to work. Control center does not populate the column I selected in the Intake Settings tab Project link column with…
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Data Shuttle - Remove row that is no longer is source sheet
I use Data Shuttle to upload current enrollment data for our courses. I have a unique identifier because the source sheet has duplicate entries, but I only need one in entry in Smartsheet. Has anyone come up with a solution to remove the a row that is in Smartsheet, but no longer in your source sheet? Sometimes courses are…
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Can Smartsheet be integrated with Microsoft O365 Planner?
In our organization we have 2 tools utilized for planning tasks: Smartsheet and Planner. I am assessing if there is a possibility for users to choose to work with only one tool - Smartsheet for example - however to be able to integrate in Smartsheet the tasks assigned to them through Planner (based on some sort of…
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Workflow owner has been deleted
We had a user who ran our Salesforce Integration between SmartSheets and Salesforce. He had exited the company and the team over SmartSheets deleted his user. You can 'see' the workflows that were in his name that now say "missing owner". Is there any way to reassign? If we have to recreate the workflow is there any way we…
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Using a filter to show information in dynamic view.
I am very new to Smartsheets so I hope i'm able to make this make sense… I would like to create a dynamic view the populates based on a selection from a drop-down list. Specifically, I want site managers to access information about their site by selecting the site name from a drop-down. We have lots of site managers but…
