-
Docusign clearing formulas once complete
This became a problem in the recent year but I have a Docusign fill out mapped to one of my SmartSheets and maps in the cells to the areas I fill out on a line basis. I will go through my usual process and send the Docusign however, once the Docusign is signed by the recipient and then completed by me, the entire row will…
-
Upcoming Tableau WDC 3.0: Timeline for Smartsheet Connector Update?
Hello Smartsheet Community, I am currently facing a challenge with the upcoming deprecation of Web Data Connector (WDC) 2.0, which impacts our integration of Smartsheet with Tableau. We have been using the Smartsheet-provided WDC available here: https://tableau.smartsheet.com/tableau. As I'm looking for guidance on how…
-
Data Shuttle Upload with external source
Is it possible to use Data Shuttle with a source that is a HTTPS accessible CSV file? The CSV file that we want to pull (every 30 minutes) is not in Google Drive, Box, SharePoint. It can be accessed via HTTPS. We have had a data shuttle running for many years that has a human in the loop who manually retrieves the CSV…
-
Data Table constant error, "An Internal error occurred. Connection will refresh on next execution"
I have a Data Table linked to a sheet that gives a constant error (above), and will not work no matter how many times I rebuild it. There are no numbers with special characters, and the dataset is pretty standard stuff. I can't find any info at all on Data Table errors, and this has been going on for 24-hours. I used Data…
-
I can't authenticate to Zapier, generate a working API token nor create a support ticket
I am a paying Business tier customer. Here are all the problems I encountered so far: When trying to authenticate to SmartSheet from Zapier. When I try, I get an error saying the user has not been found or I am trying in the wrong region error. I did some research, this might have to do with Zapier integrations apparently…
-
Auto user provisioning
Can someone explain to me what will happen if I enable auto provisioning in Entra with our groups that are already setup in Azure AD? We already have users using smartsheets. They have had their Azure accounts given groups that coincide with the Smartsheets groups, but I'm just wondering if a user was not granted the group…
-
Parent Child Relation in Dynamic View
I was wondering if there was a way to display the parent child hierarchy the same way it is shown on the main sheet with just the data on the dynamic view of the sheet? I have a dynamic view where all completed and cancelled status projects show up, and would like them parent/child to be displayed as it is on the main…
-
Google forms not writing into Smartsheet
I have set up a Google form called Tamper Seal Log Installed Smartsheet Sync and it is running. It created the Smartsheet in my account If I click on the Sheet name it open the Smartsheet, but it is blank I send the Form to myself, fill it out and Submit, but no data in Smartsheet. However in Google i can see the stats…
-
Audit trail of who has been sent documents
We are in the middle of creating a document management platform & policy. We are working on a highly confidential project and must have an audit history on who has been sent what documents, and when. We would like our workflow to look like this: Employee asks for approval to send documents to a specific person/company…
-
Trying to add a comment to a row in a sheet from Flow.
I thought this was an option, but I can't seem to get it to work. I want to be able to add a comment into the row of the Smartsheet that was just modified by the input row feature in Flow. I took some screenshots of the flow to help, I think I'm missing some part in order to get this to work.
