-
Use "today" as Data Shuttle filters
Hello, In Data Shuttle I would like to create an offload from a sheet by selecting "greater than today" as a filter on a Date field of my sheet. I succeeded with "contains" "2021", but am unable to have something that works when trying with Today(), nor Today in the criteria box. And it does not work with a specific date.…
-
Datatable Filter Question on dates
I am trying to construct a filter that will filter my data based on a date field, that will show data that is between 30 and 60 days from todays date but I am really struggling to create a filter that actually works. I have tried using date is in the past and adding criteria to filter out the desired data but I still get 0…
-
Best practice to manage dynamic views without Content Centre?
Hi, My agency doesn't have access to Content Centre. What is the next best practice to 'retire' rather than delete a set of Dynamic Views, please? I'm finding that the list is becoming unwieldy but don't want to delete the DVs until I know they won't be required again.
-
Merge all attachments of a sheet into one PDF?
Is there any way to automate merging all of the attachments of a sheet into one PDF? I was thinking of using zapier or Microsoft Flow but I haven't been able to figure out a good and simple way to. Ultimately I want the end users to be able to do so with only one trigger (after the sheet has all of the attachments.) Thanks…
-
Pulling Column Data from Multiple Rows for Document Generation
I currently have a tracker that records absences for individuals and assigns points per policy. Each absence instance for each individual is it's own row. I want Smartsheet to generate a PDF for an individual with each of the separate dates where "Points">0. I have tried different combinations of functions, but I cannot…
-
Uploading data into form templates
Hi, I use Smartsheet for tracking sales quotes through to engineering jobs. We've had success with using multiple sheets from initial enquiry, through to job set up. But there is more that we would like to do. Is it possible to create a form with pre-determined information? E.g. could I create a form that is populated with…
-
Auto-number column
Hi, I added an auto-numbering column to an already-populated sheet a few weeks back. When a new row is added via a form it's started at 1. Could you provide pointers on how the I can configure the column to take account of existing rows and how the numbering would continue? (Right now I've got two rows with "1".) Thanks,…
-
Date - Workflow - Automation Assistance
I have a requirement to update the "Request Closed On' date with the system date. Based on the Current Status, set to "Closed" to the particular row of the cell. I am using the pre-built template - "Record the date when specified criteria are met" This is the logic i have written, when I am executing the workflow. The date…
-
Assigned Role not configured in Docusign integration
When I'm trying to send a document from my sheet via Docusgin integration I see this error: When I look at my assigned rolls on the mapping, you can see I have 2 that are mapped to columns and 2 that go to a specific email address. The first one does not appear to cause the error, but the second one does. (see photo) For…
-
Data Mesh Error Question - "1: error code: 1008; message: Unable to parse request."
Does anyone know what this error means? - "1: error code: 1008; message: Unable to parse request." Got this error message for a Data Mesh Sequence that takes 2 Sheets, Combines them into report and then the Data mesh moves rows from those two sheets to 1 sheet for data processing when the status from the two sheets on the…
