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DataMesh - Lookup value in Source deleted - target keeps stale data?
Hi all, when a row lookup value column is deleted in the Source sheet, this change is not being updated in the target. I'm mapping two sheets based on a unique key, and run data mesh. All selected columns are now copied over to the target. But when I now delete a row in the source, the next time DataMesh runs the data in…
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Using Data Shuttle with Google Drive as the target exports the file in XLSX format
"When using Data Shuttle with the Target Location set to Google Drive, we have the option to select the exported file in either XLSX or CSV format. Is there a way to automatically convert the file to a Google Sheet directly within Smartsheet?"
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Data Shuttle Issues
I am using Data Shuttle to export certain rows that meet certain criteria from a sheet. The goal is to have this run during a certain window of time, check where the criteria are met, put the rows into a csv file, and attach it to the same sheet as the source, replacing the old with an updated one every 15 minutes. The…
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Is there a way to send formatted links to Dynamic Views through Automation?
I have automation workflows that send notifications to employees when new rows are generated. Those employees need to interact with the rows and we use Dynamic View to make the inputs behave more like forms. It works well, except that the only way to link the automated notifications is by copying and pasting the whole,…
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Recommended Smartsheet Automations or Integrations
Hi Smartsheet Community, I'm working on enhancing the PMO process in Smartsheet and was curious—what are some game-changing automations or integrations you’ve added that made a significant impact? Whether it’s streamlining workflows, improving reporting, or enhancing team collaboration, I’d love to hear your…
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Bridge - Filter an Array Object by a Particular Field
I have an array of objects that I need to filter and find a particular field in Bridge. ex. [{name: 1, id: 123}, {name: 2, id: 321}] In this case, how would I select the id for the "name" key/field whose value is "1"?
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Smartsheet Add On in Outlook
What don't my Opportunities populate when the sheet opens in the margin in Outlook?
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Automation to send Email NOT 'Reminder' Notification
I have an automation set up that sends an Email notification if an item is incomplete to the contact, and it has been running smoothly for 4 months. I get both a copy of the email as well as a notification in Smartsheet that looks like this. I recently deactivated the automation because of the Holiday's and turned it back…
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Dynamic View filtered by "Created By" returns "Record no longer in view" on create
I am working on a project to allow users to log time using Smartsheet. I wanted to create a simple process for an end user, but I don't want end users to see each other's time entries. I also don't want them to have to specify their name for every record they create to save unnecessary clicks. To facilitate this process, I…
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Smartsheet integration with Microsoft Tasks / Planner
I want to be able to update my actions in Microsoft Tasks / Planner Teams app, and have the updates reflect in Smartsheet, and vice versa. The available Power Automate triggers from Planner to Smartsheet and from Smartsheet to Planner do not seem to allow this to work properly. Likewise the actions don't seem to work…