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Need for Unique identifier column in Data Shuttle
Hi team, I have a sheet in Smartsheet which captures data via form and also know wanted to update with data from excel. For this I have created upload workflow and have attached one drive excel attachment. I do not really have ID column within my sheet, because the participants who are completing the form do not know this…
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I am getting crazy font soze on my fillable PDF in Document Builder
Hi all, MY font sizes and weights are coming out different for different column entries when I drag them into the fillable spaces. I have made all of the font weights and sizes uniform in the original fillable PDF, but still the same outcome. Forgive the ignirance, but is there a place in Smartsheet that I can alter the…
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Workapps Collaborator Pack
Hello Everyone, I want to know more about how the Workapps collaborator pack works, any detailed information will be beneficial. Thanks in advance!
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Control Center Summary Sheet not Populating Data from Metadata
After provisioning projects through Control Center, there are instances where values from the metadata in the tool kit aren't pulling through. Is this something that Cogent is fixing? I can do a work around with formulas, but wanted to see if Smartsheet expects to fix this soon.
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Run Log error in Bridge / Smartsheet integration
Hi - I am trying to follow the instructions on how to copy partial rows to another sheet using a Bridge workflow (https://help.smartsheet.com/articles/2482720-copy-partial-rows-using-Bridge). I'm not getting very far before hitting a run log error. I've included the error and the step where it's occurring. I've tried using…
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Dynamic View Form Disappears After Creating New Entry & logic does not run as quickly
Background: We use Dynamic View to allow 3rd party vendors to enter data into our system. The initial form has about 25 fields, and built in logic to show or hide additional fields based on the initial values once the form is saved. On the backend, the Access List column identified to control access to the Dynamic View…
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Has anyone figured out how to set a default size to pdf text for the Document Generator?
We are hoping to utilize the Generate Documents feature for both internal and client facing processes but cannot seem to figure out how to stop the data that maps into the forms from auto-sizing itself. This is making the client facing forms look horrible. None of the existing size formatting in my pdf carries over, and we…
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Alert Someone Automation
Hi all, I am attempting to set up an automated workflow for account collections. A single sheet will include cash collections for multiple clients. I have RYG triggers set up to run alerts on the 5th day once and then recurring daily on the 10th, no problem. My issue lies with the contacts. I have separate contacts listed…
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Updating a row in Smartsheet from Zapier
Hello, I have an integration set up in Zapier which connects Aha! to Smartsheet. The webhook from Aha! is providing information about new, updated, or deleted records. I am trying to use this information to add, update, or remove a copy of the record I currently store in Smartsheet. Adding a new record is simple, but I am…
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Smartsheet data not populating in DocuSign form
We have a fillable pdf form setup in Smartsheet and connected to DocuSign to obtain signatures. We have had several of these capex forms before that worked just fine. I created a new one and set it up exactly the same as the 2 before it. However, the fields are not populating now. I sent a draft and the fields were all…