How to automatically remove "unmatched" datamesh results from the Target sheet?
Hi Smartsheet SMEs! In DataMesh, selecting the "Copy and Add Data" option will keep the Source and Target sheet in sync --- automatically creates new lookup values if needed. Have you devised a solution that automatically removes/deletes unmatched data --- rows in the target sheet that no longer reconciles to the Source…
Anyone using https://www.colabsoftware.com/ along with Smartsheet? We likely will be using ColabSoftware side by side with Smartsheet and any tips and tricks would be appreciated.
Mass Ticking Checkboxes in Dynamic View
Has anyone created a solution or work around for mass ticking checkboxes in Dynamic View (vs opening each line item one by one, clicking the checkbox, and saving)? I have a view set up for people who are not in our department so they don't have access to any sensitive information but I'd like them to be able to check off…
Filter PDF by assignee (email address) and auto export PDF and email to assignee
I have a smartsheet grid file that I am not sharing due to confidential information. I would like to be able to filter the sheet by the assignee and auto export a PDF that automatically gets sent on a specific date of every month to the email address of the assignee. I've seen the "send update request feature" but I'm…
Update request feature questions
-Is there a way that I can lock what type of data can be typed into the "update request" by the recipient. Such as, dates only or numbers only? -If a row has multiple columns, can the recipient of a "update request" provide an update request for certain columns only, or will it only let them submit the update request if…
Smartsheet alerts in MS teams - clickable URLs?
Hi there, One of our Smartsheet use cases is tracking content on a specific topic area (ESG). I added an automation that sends an alert to a dedicated MS Teams channel whenever a new content item publishes. However, the URL comes through as plain text and is not clickable. The URL is clickable in the sheet and I'm using…
SCC: Do all my intake sheet columns have to contribute to Profile Data?
Hello everyone, My team currently uses a form that populates an intake sheet. The form consists of key project data, as well as just some check-list items to make sure they did their due diligence before turning over the project. The form is around 40-50 fields long, and only around 10 of those columns I would consider…
Copy Row Automation & Parent/Child relationships.
OK, looking for some inventive ideas here. I have a budget sheet and a schedule sheet with a copy row automation, obviously this just copies to the bottom of the sheet, then I need to move each row manually to the right category, a.k.a below the correct parent row, in the schedule. Does anyone have any inventive ideas,…
DataTable best practices/searching capabilities?
Hi - We're working with large data sets that have to be hosted in Data Table, like vendor databases. In order to actually use the datatable in many functions I need to be able to allow for searching the database. Has anyone used datatable in this way? I.e. search for a vendor name and it comes back with vendor names that…
Box link in Smartsheet Form
Hello, We are consolidating document management into Box, and as part of that we want to avoid users attaching documents directly into Smartsheet. We can turn off uploading to Smartsheet on our Enterprise account, but before we do that I need to make sure that we have an alternate way for users of forms to include…