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Discussion List
Locked out of account
We currently don't use SSO or manage Smartsheet accounts holistically in our enterprise. All users create accounts using their corporate emails themselves. A user who is no longer with the company has a Smartsheet account which we're trying to gain access to as they're the owner of a workspace. I’ve went through the…
View for current user in sheet/report with editing capabilities other than Dynamic View
I have a sheet with tasks assigned to a variety of users. For security purposes I want each user to view and update only their tasks. What is the best way to accomplish this? With reports, a user has to have access to the whole sheet in order to edit their row. Is there any other solution other than purchasing the Dynamic…
Data Shuttle upload using CSV files on a Google Drive
Hi, I hope someone can tell me what I'm doing wrong. I'm trying to use Data Shuttle to upload data from CSV files stored in a Google Drive folder. The CSV files are updated by batch jobs which do NOT change the filename or the file ID. Data Shuttle shows the workflows completing successfully (green check next to the…
Remove unused data field from DataMesh config
Is this really the only way to remove a blank field, outside of creating a brand new config?
Adobe Sign Intergration
Hello! Is there a way we could use the "Generate Document" feature/integration to request signatures from third parties directly from Smartsheet? My company only uses Adobesign, not Docusign. Thanks!
"Save As"/Copy a Workapp
Hi, I'm exploring the use of WorkApps to give clear roles on our projects. It seems like there is no way to save a WorkApp as a template for re-use in future projects? This would be useful, as we could have accesses and roles pre-defined. I assume the only possibility is to save as our templates of the underlying…
Jira connector not working
We’ve been trying the smartsheet connector for Jira but it’s failing with the simplest of use cases. We’re asking it to pull all the tickets from a specific project where the parent ticket is “xyz”, we are not using any custom JQL, only the simple filter features presented by the smartsheet UI.
How to Customizing the sprint into Project portfolio
Group Report Dynamic view
Does anyone know how or if it is in the pipeline to have the ability to do a group report to dynamic view? The group report feature is great, except we need to share it with vendors and need the ability to have them see the report grouped. We can't share the sheets with them. We can't even prints a grouped report. This is…
Data Shuttle - Delay in adding line to Target sheet
I have experienced a line of data that was submitted on 8/07/2023 show up on the target sheet on 5/24/2024. I am looking in to see if anyone else has experienced this and what could be causing this delay in the line being added to a target sheet. I have seen others in the past add to target sheet within 24 hours, but this…
