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Data Shuttle will not find columns in source file
I am trying to setup an upload workflow where I bring data from an excel spreadsheet into a sheet in Smartsheet. The Data Shuttle workflow will not find the columns in my source sheet. The column headers start on row 2 in my excel sheet but the mapping portion of the workflow builder will not find the columns. Any…
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Best option for a simple cross-table join.
I want to do what I think is a simple cross-table join. I have a table with a list of project week start dates (lets assume 40 weeks). I have a separate table with a list of all resources working on the project (lets assume 20 resources) I would like an automated way to create a new master table which has a row for unique…
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Data Shuttle is not finding all columns in the source sheet
I am trying to use data shuttle to upload data from an excel file in SharePoint but when I get to the mapping part, the column names are completely different from the source. Almost as if it is not pulling the data from the sheet I specified, but a different one. I am using the second tab of the excel sheet and some of the…
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Data shuttle upload error to client sheet with a locked store id column
Seeing if anyone has a similar experience or guidance. We have two sheets which we are using data shuttle between: • Client project tracker • Internal project tracker We have setup matching column names and types, which we want to use data shuttle to communicate updates between our two sheets. We pull unique store numbers,…
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I cannot filter Date fields in Dynamic View, why?
I have a Dynamic View that contains both Text/Number and a Date field on the Display view. I seem to be able to filter every other field but the date. Why is that?
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Data Shuttle Data And Automation
Hello, I’m running into an issue where Automations aren’t running in a workspace I created. The workspace is in Table View and uses a Data Shuttle to bring in information from a Google Sheet containing form submission data. The first three columns of the workspace are not linked to any Data Shuttle data, while the…
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Smartsheet Outlook plugin/add on
Hi, one of our users is trying to use Smartsheet for Outlook plugin/add on and is always asking for Admin approval to use it. How do I grant consent for my users to use the Smartsheet for Outlook plugin. We are using M365 email service.
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Can @mention Notifications in Dynamic View Link to the View Instead of the Sheet?
Hi all, I’m using Smartsheet Dynamic View to manage access for users who aren’t shared to the underlying sheet. When I @mention someone in a comment within Dynamic View , they receive a notification — but the link in that notification takes them to the sheet, not the Dynamic View. This creates confusion, especially for…
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Best way to create a file in sharepoint when a new row is created?
I am currently trying to figure out the best way for one of our clients to link smartsheet and sharepoint so that when a new row is created it will create a file folder in sharepoint. I have tried the zapier route and looking in to power automate, I wasnt sure if there was another solution out there. Ideally I would like…
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Dynamic View Logic
I am trying to apply logic to my dynamic view that will prevent the rest of the questions from being required/answered if "No" is selected for "Ordered Restraint Initiated". I am testing it with just a couple of fields - I tried both required and non-required fields and it doesn't seem to work. Once I save the changes and…