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How to complete a true Dynamic Linkage between Plans at the Milestone Level
I am looking to establish a dynamic link between two project plans. My goal is to surface milestone-level tasks from a Master Plan into a secondary sheet. Specifically, I need to ensure that updates to dates or status in the Master Plan are reflected in the secondary sheet, and I'm curious if Smartsheet can maintain or…
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Integrations and Connectors
Has anyone integrated Smartsheet with Springpoint's Software product, Motorbase?
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Dynamic View Multi-Criteria Form Logic
I am trying to create a form / dynamic view that will display fields when 2 columns meet specific criteria I see there is a "Multi-Criteria Form Logic" link in dynamic view but when I click, it directs me to the sheet. I can't find any resources on this feature or how to set it up. Can anyone guide me?
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Multi-tier reporting in Control Center?
I am looking for a way to set up a report in my parent blueprint so that: Every time a new child project is provisioned, a specific sheet from that project is added to the report at the parent level. The parent report is a collection of that sheet in all child projects. Things I tried that didn't work: -Adding the child…
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Data Mesh
I set up a Data Mesh to sync contacts between 2 sheets. The goal is to sync the drop down contact list. Both columns are set to Contacts. However, when I get to the set up screen Confirm and Create, the Lookup Values field in the Source sheet is black and I can't manually add it. IT was set up correctly in the Map Sheet…
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Control Center Profile Data - Appearing in the wrong column
Hi, I think I have a strange behaivour in one of the Profile Data parameters set in Control Center. Even that I do designate a Target Column as "Date" for the Profile Data in SCC, this data keeps appearing always in the default column in the template: text/number column to the right of the Primary Column in the template…
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Data Shuttle Errors (Column mapping, other?)
Hi All - We are using Data Shuttle to offload content to sharepoint for the first time, and I've made sure my headers match, etc. I've tried both CSV and EXCEL. I'm at a loss at this point, and have seen others suggest similar issues without much detail on 'resolution' - any insight is greatly appreciated. Same error, same…
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Microsoft Teams Integrations - Option to Send Auto Alert to Group Chat instead of only Teams Channel
Within our organization, we utilize Microsoft Teams for almost all communications. I have been researching and troubleshooting for a bit and have found that automated alerts can only be sent to Teams Channels instead of Group Chats within Microsoft Teams. If I have misunderstood, or someone has an idea to bypass this,…
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The Azure Active Directory Integration Question
Hi Smartsheets Community, We recently upgraded from the Business Plan to the Enterprise Plan. Our IT team is actively working on updating the security features. They came across the below screen shot. Can anyone tell me or point me in the right direction on how I can tell if the Azure Active Directory Integration…
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ODBC links are slow to update
Has there been a change to the system recently affecting ODBC links to data? I have a sheet that has been running for around a year which pulls together the results from several forms - the ODBC link is set to run automatically as soon as the file is opened, and up until a couple of weeks ago this was relatively quick…
