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Filters for Smartsheet Documents
Hi all, I am looking to add filters for Smartsheet documents. I am relatively new with Smartsheet and have been tasked with creating some documents and reports. We are attempting to model one of our documents after the picture attached (the first one). Here is a synopsis of several goals we are working on: 1.) One of our…
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DataMesh & Gantt Charts
I am working on a project that we are trying to DataMesh two individual Gantt schedules into one new worksheet together. I've not DataMeshed too much, but is this possible? I use a formula of "Row # + Site #" as my unique identifier for the config. I set up the config, and the first time I kept on getting errors, so I…
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Export row data to Powerpoint or Google Slides
Hey Team, I'm hoping there's a way that I can export row data to a slide presentation (pptx or Slides) similar to the way I can export row data to Google Docs. Anyone have any suggestions? Ideally each row would export to a different slide, and each slide would be in one presentation, but I'd be happy if each slide was…
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Pivot App - Transfer of Ownership
I was wondering what would cause the, "Error! Target user doesn't have sufficient sheet/report access.", error when trying to Transfer Ownership of a Pivot Sheet, from one License to another? I own both Licenses, and they are also Business Licenses. I have previously made 20 or so transfers, but I am having trouble with…
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JIRA connector set up problem
Hello, we just hooked up the JIRA connector yesterday and I have attained about 90% success with pulling Jira tickets, by epic, into a Smartsheets project plan. I'm having two issues that are frustrating me: 1. Smartsheets is not picking up the epic name from JIRA: field in Smartsheets just says: "Field 'Epic Name' not…
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SFDC Connector - Snapshot Then Track
I know... the title sounds weird. I'll try to explain. I have a Workflow set up with the SFDC Connector. It's currently tracking all opportunities entered by the sales reps within a specified period of time that are staged as [OPEN]. My challenge is that I'm developing a project management process that relies on seeing the…
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Resourcing is looking at SCC template gantts
Firstly, yes - I know the Control Center sheets are not "templates" but I would want resourcing to be able to filter out the workspace or at least the folder used to spin up SCC projects. Since I pre-load "assembly time" by assigning it to the genaric "Assembly" contact in ALL of the grouped gantt schedule options (of…
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SMARTSHEET MERGE, HIDE SPECIFIC COLUMNS
I built a Fund Allocation Request form that makes people produce PDF for printing at the end of the process. To be able to produce the PDF, I use Smartsheet Merge. But I ran into an issue of confidentiality. Since the form is a finance thing, we don't want the users to see how much funds are requested for each items. Yet…
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Moving Contact Information from SharePoint to Smartsheet
I'm trying to setup a Microsoft Flow to move data from a SharePoint list to a Smartsheet. The problem I'm running into is that the Contact column type in Smartsheet won't accept the "Person" column type data from SharePoint. I continue to get this error: Value is not supported for this column type. Use objectValue instead.…
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Forms
OUr forms are randomly requesting participants to complete a CAPTCHA request, however, we have not added this to our account and if it is going to show we want it to happen with every form submitted and not just random few. How do we correct this?
