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Custom View for Calendar App
Is there a way to have custom views based on a group or individual identified in a column similar to the 'Current User' filter for reports?
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Power Automate- Add row and cell value from Excel into Smartsheet
I have a Power Automate flow that's triggered when a response is submitted to MS Form. A row is added to an Excel sheet that contains several formulas and values are calculated for the responses. This has been working great, but now I'm being asked to utilize Smartsheet. Rather than recreating the entire Excel workbook…
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Automating Invoicing
Hello, I am trying to wrap my head around how I can get smartsheet and the Generate documents function to create an invoice based on a form submitted. I was able to figure out the right balance in the form itself and how to connect the fields to populate each invoice. Where I am having issues, is each form submitted can…
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Data Shuttle Upload - Merge & Update based on key column value causing errors
Hello! I have a few Data Shuttle automations running between SharePoint / Power Automate created .xlsx files and a central repository in Smartsheet. Our key identifying point is a unique profile ID number, but we do need to use that ID number for our contractees when requesting a contract renewal. Due to this, during the…
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Where you do you associate the correct Google account with Google Calendar sync?
For some reason, the calendar is sending to a Google account that it not the same as the address associated with my Smartsheet login. How do I change that?
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Data Shuttle Dropdown Refresh with static value(s) not in source
Hi all, I'm looking to run a DS dropdown refresh but append the list with one or two form values not included in my source data, such as a "Not Listed" or "Not Applicable". Currently my source is a sheet content offload to excel attachment which has all the values I need, except these form criteria. If I add these in the…
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Control Center Summary Rollup
I have changed the data I have in my summary rollup sheet in control center. How do I get it to populate all projects? If I choose a project from the project list and select update reporting it will add that projects data. But is there a way to do all at once rather than having to do that 200 times?
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Core App Account Admin Workspaces not showing as options to Provision to in Control Center
I'm hoping someone in the community can assist with a strange issue I'm having: Dashboards for projects that I've previously provisioned and were working are suddenly showing a "Widget needs owner" error. I've fixed the issue by claiming ownership of the provisioned project's widgets, and ensured I am the owner of the…
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Dynamic View Access help
Hi all, I have a sheet called performance appraisal tracking that holds a bunch of information about a dept, an employee in that dept and the step they are currently on in the performance appraisal workflow. Now that the review period is over I've been asked to create a report where department heads can see (next time we…
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A PowerBI novice's guide to embedding dynamic reports in Smartsheet dashboards
I've recently embarked on a foray into linking PowerBI with Smartsheet, with the goal of creating dashboards where data can be sliced and diced interactively, and which update with new data automatically. The purpose of this post is to share the steps I had to go through, along with a few learnings, so that other novices…
