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Data Shuttle Error
Hi all, I've been struggling with a Data Shuttle workflow that is very similar to many others we use that are working well. When I run it, I get this very vague error, which I have never encountered before: What I am trying to do is take data from one sheet and, with a given trigger, map that data into a new sheet.…
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DocuSign Integration Isn't Generating Documents
We are currently unable to generate any documents using the DocuSign Integrations. When I click on the mapping to use, it ask me to sign in, when I click the sign in link it takes me back to the mappings page, click the mapping to generate, asks me to sign in again. Has anyone else experienced this issue? We have been…
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DocuSign
What is the process for signing into DocuSign. My account has the enterprise license. Thank you! Gail Coleman
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DocuSign Integration Help
Hello, New to DocuSign integration. Have gone through the mapping wizard, but when it comes time to actually drag and drop the Smartsheet fields to the PDF, I cannot do so. I read through the Smartsheet instructions and noted that you have to update the Manage PDF form fill data option to assign to placeholder (see…
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Link Smartsheet to Outlook Calendar
Hello! I'm trying to figure out if I can link Outlook to Smartsheet and use Outlook to identify non-working days. For example, there is a formula for one of our sheets where we record a date, and two days later get a reminder. If this happens on a Friday, it will trigger on Sunday, but I'd like it to trigger on Tuesday by…
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Multi-Tier Control Center: Onboarding New Employees
Hi, I am hoping someone might have an idea on how I might approach using Multi-Tier Control Center for onboarding new employees for a business with multiple departments. Currently, I have normal Control Center with a blue print and intake sheet, so I can create a new project/onboarding folder for new employees in a single…
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In the Calendar App, can you make it filter on a field by default
I have a sheet with a lot of data. I have created a view for it but need it to be filtered on one field. I can set that up fine but now I (and others I share it with) need to reset that filter every time I go in to view it. Is there a way to have that filter automatically set?
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Dynamic View Search Functionality
Our team often needs to search by program, client or product numbers. I can't find a way to do this in Dynamic View other than Ctrl+F, which only returns results that are currently visible on the screen/window. Any suggestions?
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BRIDGE - Move new row to correct sheet level
I believe I have seen the instructions for this BRIDGE workflow before, but for the life of me I just can't find it. I'm trying to create a BRIDGE workflow that will move a new entry under the appropriate parent row of the same sheet. For example: Let's say there are 10 project types at level 0. If a new record is…
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How can I link cells from an excel form to a column in smart sheet?
I am using this excel form to quote repair work. I would like to link the cells in the excel form to the columns in the smart sheet.
