Product questions?
Ask it here! The community's got your back.
Discussion List
Automation Not Working
I have an automation that when an item is marked as Rejected it should be moved to a different sheet (see below)... The issue is that this automation is not working and items are not being moved to the Rejected sheet. Any ideas why??? This is a pretty straight forward automation but wondering if the other columns (assigned…
Generate SCC project sheet's form link during provisioning
I really need to include a form on the project dashboard for each project that I spin up, but the link is essentially hard-coded to whatever I drop into the Web Content Widget. Either there needs to be a way to insert a placeholder link for example {{SCCPROJECTFOLDER | SHEETNAME | FORMNAME}} or {{FORM_32_DIGIT_ID}} or a…
A few questions..
When in Dynamic View and data is entered through a form, the filters I had set up get greyed out and disappear (i.e. I am filtering by JOB# and JOB NAME). This is not the case in my normal sheet however. The same data from the form entry is inputted into each sheet/view but those two filters become unavailable in Dynamic…
Automation Issue
Hello, Trying to get some light on why an alert might have been triggered; in checking the alert setup and it looks OK. This is the issue: The onboarding team received the below alert with an offboarding request; issue is this request had been received and processed previously and moved to an Archive sheet; normally when a…
Can I setup Data Uploader on a Template?
We have three main WorkSpaces, and each Workspace has a set of sheets. We use the Workspace as a template so each time we start a new project we just copy the appropriate WorkSpace and rename it to the project. One sheet is the same exact sheet in each WorkSpace. I'd like to setup the Data Uploader so that each time we…
Live data connector with Excel Power Query- Error for viewers
Hi all, I created a connection through live data connector in an excel file(through power query) in order my team to be able and work on an excel form and retrieve the information that is necessary. I used my smarthseet credentials to retrieve the information from smartsheet. I am QCing the workflow and there is a problem.…
My Control Center sheet summary pages have too many links.
I get the following error when I open my Control Center summary sheets "Your sheet has 5481 inbound links, which is over the maximum number allowed (5000). You will not be able to create new links until you remove some of the existing links." Is there any way to split up the summary sheets and maintain the link updates?
DocuSign Multiple Recipients
I have set up DocuSign and it's working well except for the fact that I can only send the document to a single recipient. Right now you can see there is one signature. I have set it up for two signatures on the Docusign part but have not found a place on the smartsheet side to assign a second email address.
Why doesn't the Salesforce Opportunity Next Step field not sync?
I've build a workflow that syncs the Opportunity object fields like Name, Stage, Description, etc., However, the Next Step field does not sync. Is this an unsupported field type?
Control Center project milestones report and project milestones sheet
In Control Center, what is the purpose of the project milestones sheet versus the project milestones report?