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Dynamic View Expired Link to Attachments
I have a Dynamic View that has been in use for a few years. I was just notified that the attachments are not available to users from the notification email. A message that the link has expired is posting. I had thought this could be used as an ongoing archive and that teams could always download PDFs. Do users have to go…
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What are Your DataMesh Use Cases - Dog Photo Attached as a Bribe for Your Response
Hello Everyone, I'm looking into what people are using DataMesh for within their companies and their own workflows. We just started a big push at my company for SmartSheet and are currently using just the core product. Being broken up by region/market/geography we end up with a lot of fractured data sitting in a bunch of…
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Syncing Vendor/Chart of Accounts from QuickBooks Online with Smartsheet using Zapier
Aloha! I am able to push newly created vendor and chart of accounts from QuickBooks Online using Zapier but trying to get existing database uploaded. The export feature from QBO doesn't include the key ID. I need the key ID in order to send expense records from SS to QBO which includes vendor key ID. The trigger app for…
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Publish a Dynamic View
Is there a way to publish a dynamic view or embed it onto a website so users do not have to log in to Smartsheet to access it? We have Dynamic Views that are available for public access, but we cannot publish them globally. We do not want to publish a report or sheet because that will contain the comments and attachments,…
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Dynamic View Sharing to Non-Users
I sent a Dynamic View link to clients that are not Smartsheet users. When they click on the link, a message pops up saying "Dynamic View URL not Found." Things to note: Contacts are assigned in a column in the sheet, and the "Restrict View by Current User" option in Dynamic View settings is set to restrict by that column.…
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Updating the Year
Hello, I have a schedule created for 2024 and would like to update all the dates to 2025. I tried using find/replace and the values */24 with */25, but it I received a message saying no matches found. What else can i do? Any tips are appreciated.
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Can't see the Dynamic View menu option on Sheet
I can see the Dynamic View menu option on top of the Sheet. Other users cannot. Do you know why? They only see File, Automation, Forms, and Connections. And what must they do to see it as well? Thanks.
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Sheet workflow trigger ignored when adding records from Data Shuttle
This has been hit/miss… but I have 3 simple move workflows on a worksheet that receives 'replace' records from a Data Shuttle Excel upload. Approx 3800 total records. The records are coming into the Smartsheet fine, but there are 3 triggers based on new/changed rows that are no longer reacting automatically when the…
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WorkApps custom filters and export to MS Excel
Is there a way to allow users who have edit rights to a page in WorkApps to create custom filters and export the sheet to MS Excel? These features are available if you give someone edit permissions directly to the sheet but not when assigning permissions via WorkApps.
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Can't map Docusign Template from Smartsheet
Hi, I am trying to map a docusign template from smartsheet document builder however, can't drag fields into the documents. Any help would be appreciated. Thanks