Transfer ownership of integrations/connectors
I have a few integrations I have created using the Microsoft Dynamics, Salesforce and Jira connectors and I wish to transfer them to another user. We are centralizing the support of Smartsheet support and I need another user to take over the support and ownership of the connectors. Is there any way to do it or do they need…
Control Center error 4000 failure to add project data to summary sheet from metadata sheet
Hi, I have a project system that has been in place for a couple of years. Today I noticed my summary sheet was not populating with new projects. The name of the project is added to the summary sheet, the project is provisioning, but none of the data is being passed to the summary sheet. If I try "Update Reporting" or I try…
Dynamic View Detail Panel not displaying selected fields
I have a Dynamic View built from a report with 59 columns. The original sheet has 130 columns. I set up the Detail Panel to display 19 of those columns. I do not have any conditional formatting set up and none of the fields are hidden or required. When I click into the Detail Panel, it is not displaying some of the columns…
workflow email goes to Teams channel but need to open for text
Hi I have a workflow that sends an email formatted as a message only to a teams channel. It works fine but the header graphic in the email is all that shows and users have to Select "see more" to be able to see the actual message. How can I format the email in Smartsheet Workflow or in teams to post as text so only the…
Hi, I received an email about trying out data shuttle on a trial basis but when I try to use it in the Connections menu on my sheets, I get a message to contact Smartsheet for a data shuttle license. I am a user on an Enterprise plan. Is this something I can try before I purchase a license? Thanks for the help!
WorkApps - automatically add users to "roles" based on a form being filled in
Hi, We have a database of folks, we want to be able to assign their role in the Smartsheet - and have the person added to that role in the associated WorkApp. So, for example in a list of 200 folks, there are 20 managers, 5 admins, 15 department coordinators and the rest are generic users. Rather than manually adding the…
Dynamic View: Un-editable Fields
I am having an issue with Dynamic View treating (random) editable fields as "Read Only." In this instance, Dynamic View is treating a Date Field as if it were a "Read Only." In the first screen shot, you will see that the "Date Resolved" field is not marked as "Read Only" in the design mode, however, when you open the View…
Automated document routing + e-signatures
In addition to the Smartsheet-DocuSign integration being quite brittle, a DocuSign subscription (in addition to Smartsheet) is cost prohibitive for high volumes of documents. Is there a built-in Smartsheet alterative or otherwise a different integration with automated document routing and electronic signature functionality?
Pivot Table Refresh Cadence
Hi Team, What's the refresh cadence for Pivot Tables when Update Immediately is selected? Currently, the pivot table I manage takes data from sheet(A) with formulae references that point to around 50 sheets I am asking because I noticed recently that when an update is made on any of those 50 sheets, the formulae get…
Has anyone integrated smartsheets and Microsoft Powerapps?
I am attempting to use smartsheets as a data source in powerapps and then transfer the data from powerapps into a new row in smartsheets and was wondering if anyone has been able to extract data from smartsheets into powerapps and also transfer data back to smartsheets. There is little documentation on the formatting of…