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Discussion List
Generate Documents - Can contact names be filled instead of contact email address?
Hi there, Hope all is well. Hope someone could help. I have created a fillable pdf to be used with the new "Generate Documents" feature. It works great except for one issue. When I map the "Assign to" field or any contact field, it fills the document field with the contact email address and not the contact name. Is there…
Jira Connector Error - Illegal Character
Hello, We are working on a bi-directional sync via Jira Connector and continue to receive this error when we try to push new tickets into Jira from our Smartsheet (which is successfully receiving Jira updates and updating existing tickets) - JIRA rest client exception occurred while syncing issue.…
Need some help linking an entire column in a Master Summary Sheet to all my existing projects
I have Control Center and a few different master summaries. I created a new master summary and want to include all existing projects. I copied one of my existing Master Summaries but there are a couple columns that were missing from the one I copied, but it's the closest to what I need so I am stuck with it. So I manually…
Export Report Using Data Shuttle
I'm trying to setup an export of a report using Data Shuttle in Smartsheet (to export it to Google Sheets so that I can combine it with another of my reports) and when I type in the name of the report in Data Shuttle it finds the report but won't let me select it. If I click through the folders for the report I can't find…
How do you get a data shuttle filter to work on a column with a formula?
I'm trying to set up a data shuttle to filter out any studios that do not have "Send Survey?" checked. I've tried using "Send Survey? equals 1" and "Send Survey? equals True" and both don't work. Any help is appreciated!
Bridge Error: Failed to call add rows
I have a Bridge workflow that will add a row containing project title and some IDs. I added a new destination sheet to it, and I get the following error only for this particular sheet: The target column names and sheet ID are all correct, and I have editing rights to the sheet; I don't see any other issues. It works for…
Connecting Smartsheet to Tableau (Mac User)
Hi everyone, I am currently trying to connect Smartsheets to Tableau to create live dashboards using sheets from Smartsheet that I can share across my organization. I have explored the WDC method to set up this connection but with WDC 2.0 being deprecated in 2025 and with WDC 3.0 not being supported on Tableau public, I am…
Integration with EPIC
Has anyone done any integration with EPIC ? https://www.epic.com/ Pulling out of Epic and into Smartsheet Pulling out of Smartsheet and into Epic
Control Center - include Intake sheet attachment
I've set up a blueprint and want to include attachments that are submitted on the Intake sheet to pull over to a sheet within the template folder. I've included "Intake attachments" from the "Intake Settings", however the attachments are not pulling over once the auto provisioning is complete.
How to connect sheet to multiple datatables
I need to consolidate information from multiple excel sheets (over 100k lines per excel) via datatables to one sheet. Can you please help me how to achieve that? You can have only one connection to sheet, which I don't understand. I can't continue using Smartsheet without this function. Thanks for help and support