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Sign-in requirement for proof approvers/reviewers
Hi all, Our team is working to streamline a process which includes stakeholders outside our unit. These stakeholders are asked to review/approve proofs. When a stakeholder from outside our unit is asked to review/approve a proof, they're required to sign in to Smartsheet. I appreciate that they don't need to create an…
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Transfer Data Shuttle workflows
Hello everyone, Do you know if it is possible to transfer Data Shuttle workflows from one user to another in the same Smartsheet account ? Can we ask the support team to do this, or do we need to recreate all the workflows ? Thank you for your help, have a nice day, Corentin
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Smartsheet Docusign integration
Hi All, I'm looking for a little advice. I want to set up a smartsheet automation that sends a docusign form once a specific field is sent in. I know I can make the signers based on fields on a smartsheet but can I have docusign fields filled in based on columns of the smartsheet. Basically I'm gathering necessary data and…
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Issues Connecting Dates in Blueprint derived Workspace and Summary Sheet
I'm having some difficulty in associating a date cell created by a blueprint program with the project it creates. Is there a way to change this that I'm unaware of? Setup Summary: I have a blueprint that pulls from an intake sheet to create a new project workspace. The intake sheet contains a Start Date and a Go Live date.…
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Salesforce and Smartsheet Integration
Hi all, I was wondering if anyone knew how to give access to others to integrate into Salesforce. My admin needs to grant me access but does not know where or how to do so. Can anyone offer any insight? Thank you!
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Data Shuttle Works upon set up then fails
Hello, I set up an Offload workflow to SharePoint. It ran for two days and has been falling since. I receive the following error "Workflow Execute: Could not access target. Please check your workflow configuration for errors.". In some of the research, found that I should not use Microsoft Edge. I deleted my workflow and…
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Is their a way to "lock" groups
I'm working on making a 18mo rolling calendar in the calendar app. While we have some projects that don't have work slated until 2027/2028 and beyond, our stakeholders would still like to see the project in the calendar so we can at least ask any questions about it in our quarterly meetings. Currently I have items grouped…
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Outlook Add in not working
The Smartsheet Outlook Add-In works when I use the Outlook desktop version but does not work when I try the Outlook beta version, which is web-based. Below is the error message I received. Can the Add-In work in the new version of Outlook? Thanks!
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Datatable Date errors - wrong format in smartsheet but data is correct in table and CSV
So I have been through this repeatedly, I have checked the raw data from the CSV file and the date format is dd/mm/yyyy the data format in the datatable for the date field is set to that format and the data shows correctly in the datatable. My region is set correctly and the date format is set right in my profile. I have…
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Duplicate Rows Created in Portfolio List using Control Center
I am trying to set up a new blueprint in the Control Center. I'd like to use my Portfolio List sheet to serve as both the Intake sheet and the Summary sheet (using status to differentiate projects lines). However, when I provision a new project that is marked as Approved in my Portfolio List, Control Center is creating a…
