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Data Shuttle Expressions
I have an Excel sheet and a grid that I am using Data Shuttle to update. My question is: The two columns I care about are Job # and Hours. I was using Job # as the unique identifier in both the Excel and the grid but it is no longer unique in the Excel file, meaning there are now multiple rows with the same Job # but…
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Interdependencies Across Sheets: Are they possible to track?
I was discussing the Dependencies tool in Smartsheet with my manager and how it could be utilized to track the Critical Path. Also how we can use Baseline to track any major changes to the project timeline. While discussing this, he asked if there was a way track interdependencies across different sheets? For example, if…
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Dynamic View - Bad Sheet ID Error
Hello community! I created a report to be used as a source in Dynamic View. I configured Dynamic View Field Logic to display 5 project close detail fields when the project status field is changed to "Complete". When testing, the fields appear when I change the status to "Complete", but when I enter the fields and select…
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Control Center Automation Error - "Error when attempting to get project folder." Why?
Every so often the Automation throws an error when creating a new project. "Error when attempting to get project folder." The automation for that project then fails. The original entry on the intake form is coming from an imported CSV that is generated by another system with Data Shuttle. If I delete the entry on the…
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Multiple Step Automations
Hi All, I have a form that collects data. Once the form is submitted, it changes a field to "In for Approval". I then have multiple automations set-up to assign 7 different Owner based on certain criteria and 1 to send a request for approval to the newly assigned Owner. Most of the time this seems to be working correctly,…
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Microsoft 365 Connector
Where do we find documentation on the Microsoft 365 connector? In the regular help, I found this article, but the links in the article lead to 404 errors. I need to submit an enhancement request to get the use of the connector approved but I also need to attach some documentation so the approvers can read up on it and find…
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Cityworks & Smartsheets
Hello! Just wanting to see if there are other companies who have successfully integrated Cityworks saved searches into Smartsheet? I'm just starting some initial research here as it takes considerable time to get multiple data points uploaded into Smartsheet and having to keep updating it monthly for sheets and dashboards.…
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Is there a way to integrate Freshservice ticketing with Smartsheet without using Bridge?
This discussion was created from comments split from: Freshservice ticketing integration with Smartsheet.
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Data Mesh Ownership Transfer in the absence of the Owner
Hi all, In our organization, there are a few Data Mesh’s which connect different Smartsheets. Unfortunately, the owner of these Data Meshs is out sick and therefore, cannot make changes that are needed to be made to them. Question: How can we gain access to the Data Meshs which another person in the organization holds…
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Docusign Workflow Not Working for Some Rows
I have a docusign integration built into a sheet. The workflow has been working until recently for one of my colleagues. I changed automation settings to "unrestricted" and the workflow continues to disable when I run it for this particular employee and while testing on a personal email address. I have added the employee…
