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Discussion List
Can't see the Dynamic View menu option on Sheet
I can see the Dynamic View menu option on top of the Sheet. Other users cannot. Do you know why? They only see File, Automation, Forms, and Connections. And what must they do to see it as well? Thanks.
Sheet workflow trigger ignored when adding records from Data Shuttle
This has been hit/miss… but I have 3 simple move workflows on a worksheet that receives 'replace' records from a Data Shuttle Excel upload. Approx 3800 total records. The records are coming into the Smartsheet fine, but there are 3 triggers based on new/changed rows that are no longer reacting automatically when the…
WorkApps custom filters and export to MS Excel
Is there a way to allow users who have edit rights to a page in WorkApps to create custom filters and export the sheet to MS Excel? These features are available if you give someone edit permissions directly to the sheet but not when assigning permissions via WorkApps.
Can't map Docusign Template from Smartsheet
Hi, I am trying to map a docusign template from smartsheet document builder however, can't drag fields into the documents. Any help would be appreciated. Thanks
How do I get rid of script error in QuickBooks?
I'm frequently encountering a script error when using QuickBooks, which interrupts my workflow and slows down the program. How do I get rid of these script errors? Are there specific settings or troubleshooting steps I need to follow to resolve this issue?
Control Center Templates
Hello, I am just looking for some advice on building my template project set. Within my template, I have two sheets, two reports and a dashboard with a metrics sheet. Would it be best practice to pull my metrics into my metadata sheet and have all of my dashboard data pull from the metadata / intake sheet or have the…
Data Shuttle - Update Drop Down List - Alphabetize
I submitted an Enhancement Request for this already but I wanted to ask if maybe I'm doing something wrong or missing a feature? I have some Data Shuttle workflows set up to update drop down lists. They work but the new entries always end up at the bottom of the list. If someone begins to type what they want to select, it…
Adding Chatbot Widget
Can I add a widget to a smartsheet? For instance, I want a embedded chatbot (3rd party) to exist on my smartsheet. I have an embed code.
Why can't I drag and drop an email from Outlook in M365 to Smartsheet Row in Sheet?
I am trying to drag and drop an email from Outlook in Office 365 to row in my sheet. I can't get it to work. But, when I go to my desktop Outlook and drag and drop it, I have no problem. Does anyone know why this is and is there a work around? Thanks! Rebecca
Record no longer in view
Hello- I'm just wondering the details in Dynamic view disappeared when I tried to SAVE in New Item Submission. Thanks