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Capabilities of Global Updates
Could we use Global Updates the make the following changes to blueprint sheets: Add shared filters to the sheets Add Forms to the sheets Also, can we provision a blueprint sheet including shared filters and/or its own form (not from specific link)?
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HubSpot/Smartsheet Integration with Control Center
Hi all, We are looking to leverage the integrations between HubSpot & Smartsheet to kickoff our new client implementation process, by way of the Control Center. I am not familiar with HubSpot but have been doing some research and will be meeting with our Sales team to learn more about HubSpot functionality. Basically, we…
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Can SmartSheet trigger an email to case workflow via Salesforce connector?
Currently in Salesforce we have a workflow that when the rep sends an email to a specific email address from the account record in Salesforce this triggers a new onboarding case with our support team. What we would like to know is if we purchase the Salesforce Connector can we build a workflow to mirror this action to…
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Manually Initiate Multiple Data Shuttles with One Click
I have 8 daily(ish) data shuttles that I'd like to orderly initiate with just a single click. Is that possible? Trying to eliminate the possibility of one being missed or clicked out of turn… they cannot be put on a timer of sorts and they have to be manually initiated in the particular order 1-8. Thx!
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Dynamic View - Search function/Ctrl F
Wondering if anyone else is having issues with a Dynamic view only being able to search fields that is current on a view in Dynamic View. IE, if line 1 has "Michael 1234", and you scroll down so "Michael 1234" is no longer in view, a Ctrl F does not find that row/cell. Wondering if anyone else has this issue; and if there…
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Document Builder Logic
Is there a way to follow the logic from the Smartsheet to populate in the PDF in document builder? For example, we have employees answer multiple questions, which at the end will give them a yes for this form or a no. The answers to their questions are then put on the document and emailed to them. Is there a way for the…
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Power Automate & Smartsheet: Requires 'String' But Is 'Float'
Has anyone who uses Power Automate with Smartsheet run into this issue before? I'm trying to set up a flow where when a sheet is updated, a row in SQL Server is updated. The error I'm getting is: "ResponseSwaggerSchemaValidationFailure. The API 'smartsheet' returned an invalid response for workflow operation…
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Update filter on report created by provisioning project in Control Center
We're provisioning projects via Control Center and the team would like to have a form on their project dash to ask questions/provide comments on data presented in the dashboard. I've thought of two ways to approach this, but am not sure how to implement either solution: Is there a way for the embedded form on the dashboard…
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Control Center
Does anyone know if it is possible to hide or unhide columns using Control Center? I know you can add a hidden column as a new column on a sheet, but can I hide or un-hide an existing column?
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Asana integration
Smartsheet is more of a Project Management platform and is very flexible, but I've tried and I can't get it to be as good as Asana for the team to use delegating and ticking off tasks. I offload most tasks (action points) to Asana for staff to complete and would love to be able to have those track back to a single sheet in…
