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Salesforce Connector
Good evening - We use the Salesforce Connector to sync account information to Smartsheet. Syncing all accounts to a single Smartsheet exceeded cell limits. So, we created a different Smartsheet for each account status (i.e. Client, Former Client, Vendor, etc.). I hoped to create an automation that would remove the…
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DataMesh & Locked columns
Hello, Will Data Mesh still import appropriately if the some columns in the target sheet are now locked?
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Pivot able
Hi Reaching to the Brain Trust We have a user who has been using Pivot Table - yesterday she suddenly started getting Error 500 and is unable to login and didn't share her pivots with anyone so the pivot tables are not updating and she cant access the ap Tech support are just going through the motions of check this and…
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Dynamic View incorrectly blocks a users access
Hi, I have a Dynamic View set up that restricts the view by current user. The condition I've set up is for a contact column in the sheet called Review Access And in the sheet this column is populated with contacts: But despite this, one of my contacts, Jeff, in this column cannot access the Dynamic View. I added myself to…
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Archiving Rule in Control Center Not Working As Expected
I have several completed projects located in an intake sheet that I would like to archive. I created an archive rule for projects with a status of "Ready to Archive" to move to a separate workspace. I also checked other freeze & disable features for items. When I tested one project, the only thing that worked correctly was…
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Mapping Data Mesh Sums from a Report to a Sheet
Hello, I've done a bit of preliminary research but haven't seen a similar issue discussed. While I know Data Mesh can bring data from a report to a sheet, is it possible to use it to bring over sums from a report into a sheet? I have a report which includes line-level financial data and have grouped that data by cost…
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Why is my workflow not updating my Smartsheet columns after initial run?
I have set up a workflow from an excel file to my smartsheet. I have it set that whenever a new sheet is added it should update my data, but that is not happening. Ex. One of the columns is for prices. If the new source attachment has new prices and i add to the workflow, the price does not change in the Target sheet when…
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Who's Viewed Dynamic View
My company uses dynamic views frequently to share information with our field sales team. In one instance, if I view the activity log of the source sheet, I can see who has viewed the sheet using dynamic view. That information appears on the downloaded report as Action = Sheet Viewed and Source = API - Other Client.…
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Attachments
Hi - I'm trying to create a data shuttle workflow for an excel file I've attached to my smartsheets file. my enterprise doesn't allow uploads from sharepoint or onedrive. is there a way i can have an excel file automatically upload bulk info to my smartsheets file?
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Does the dynamic view work with formulas?
I have one of my sheets set up so the program chosen references another sheet and generates a contact. I have created a dynamic view to restrict the view so only the contacts of those programs can see and edit their data. Unfortunately, it's not working. Is this because a formula with cross sheet references generates the…
