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Discussion List
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?
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…
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.
Can I automate a text message from a phone number that is put into a sheet?
I would like to use a form to receive customer information such as a phone number. Once the customer submits the form I would basically like a sort of timer to start which will automate a text message such as "Thanks for coming", or "Your time is almost up". Is this sort of text response possible with some sort of add on?…
Smartsheet integration with Microsoft Tasks / Planner
I want to be able to update my actions in Microsoft Tasks / Planner Teams app, and have the updates reflect in Smartsheet, and vice versa. The available Power Automate triggers from Planner to Smartsheet and from Smartsheet to Planner do not seem to allow this to work properly. Likewise the actions don't seem to work…
WorkApp Roles - Can I choose the order in the dropdown?
Just that; when I (or others) have access to multiple roles within a WorkApp, is it possible for them to appear in a specified order? It seems pretty random - not alphabetical, not the order I created them in… And I don't see any way to select like you can for the page order. It would be nice for them to be sequenced in a…
Data Shuttle with Box
I am trying to upload data from an excel work book stored on box. I have it set up to to merge data when updated. It works but it does not sync all the data. Out of 300+ rows it only synce the first 150. How do I fix this issue.
Dynamic View Expired Link to Attachments
I have a Dynamic View that has been in use for a few years. I was just notified that the attachments are not available to users from the notification email. A message that the link has expired is posting. I had thought this could be used as an ongoing archive and that teams could always download PDFs. Do users have to go…
What are Your DataMesh Use Cases - Dog Photo Attached as a Bribe for Your Response
Hello Everyone, I'm looking into what people are using DataMesh for within their companies and their own workflows. We just started a big push at my company for SmartSheet and are currently using just the core product. Being broken up by region/market/geography we end up with a lot of fractured data sitting in a bunch of…
Syncing Vendor/Chart of Accounts from QuickBooks Online with Smartsheet using Zapier
Aloha! I am able to push newly created vendor and chart of accounts from QuickBooks Online using Zapier but trying to get existing database uploaded. The export feature from QBO doesn't include the key ID. I need the key ID in order to send expense records from SS to QBO which includes vendor key ID. The trigger app for…
