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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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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…
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Do Blueprint Activity Logs Exist?
Is there such a thing as a Blueprint Activity Log or some other way to see when/what changes have been made to Blueprints? Our Blueprints have had MAJOR changes made but we cannot determine who made them/when & we would really like to track this down as well as what changes were made so they can be reversed/repaired.
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Is there an automation that can send a "Generate Document"?
Hello Is there an automation that can be created to send an attachment when certain criteria are met? I do not need anyone to sign the document, I just want it sent as a document. Thank you Merit
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Smartsheet Integration with Microsoft Loop/Planner/To Do
My company recently started using Smartsheet. Honestly, I'm not impressed. I've noticed several basic features missing that have always been present in Excel, Planner, etc. For example, in Card View, I've found no way of renaming columns, as they're all titled after whatever icon set has been chosen. So, I'd prefer to…
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Workapps Contact Column Error
I've been having an issue with my users editing a dropdown as a "Contact List". When someone tries to change they get this error (attached) If I have them edit in smartsheets it's fine. But then I have to give access to underlying sheet which defeats the whole purpose. Any thoughts?
