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Portfolio WorkApps Not Displaying Projects in Project List
So I am working with building out a Portfolio WorkApp for one of my programs that I have built. When I get it all set up, I can see the projects that I have created for the program on the projects list, but when I hit preview to look to see if it's looking the way I need it to based on the roles, none of the projects show…
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Why Calendar App is not Displaying properly?
For some reason the calendar App in web or is not working correctly. I have attached a screenshot of the web and a PDF export (PDF is working how is supposed to) Web Version PDF version
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Excel drop down menu not being uploaded when using data shuttle
I have an Excel sheet that is used by accounts receivable for tracking project payments. (Small job shop manufacturer) We do over 30 projects a year and each project is unique. There are basic payment terms but usually there are multiple change orders and special terms worked out. Here is my issue, on this excel sheet each…
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Create Triggers Module Issue
I have a series of sheets that I need to create triggers for that I am trying to scale via automatic trigger createion. We have a custom module in Bridge for both Create Triggers and Create Templatized triggers. I've tried using both, and while it says completed in the run log, they do not show up on the identified…
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Is anyone using Smartsheet for Qualtrics Voice of Customer report dashboards?
we demoed Tableau and some others but already have a smartsheet license and would like to try it in here. If you have, I would love to see, and learn how you are using it to report our survey results. TIA
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Emojis or RYG in Document Builder?
Has anyone figured out a way to add emojis or RYG indicators to a pdf in Doc Builder? I'm trying to print my RYG to a pdf. The standard Symbols column just prints the words "Yellow", etc. When I add an emoji to the cell in a text column, it doesn't print the emoji on the pdf.
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Control Center Multi-Tier
I have struggled for a while with this and can't seem to get it figured out. My scenario is this, I have a group of employees (Account Executives) that have Accounts assigned to them. Each Account has a task list assigned to it. Example below: I have a project setup that involves a workspace and under that workspace, I…
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Can I add a dynamic view to a workspace?
Hi, I created a template with a datasheet, metrics sheet, and dashboard, and they all reside in a folder in a workspace that I would like to share with others. I added a dynamic view that pulls data from the datasheet and also renders in a dashboard, but I can't find a way to move my dynamic view into the template folder…
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Automate "Request an update" via Slack
Is there anyway to automate "Request an Update" using slack. I have successfully set up automated tasks through slack, I have also set up automation using the "Request an Update" function to send a update form to email, however I was wondering if it is possible to do this very same thing in a slack channel? It doesn't…
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Can Non Licensed Users Trigger a Data Shuttle Workflow?
Can a non licensed user who is shared as an editor or admin trigger a workflow for Data Shuttle upload when a sheet is added? We have a sheet that was created by a license user and has created a data shuttle upload workflow on the sheet based on latest attachment. Is it possible for a non-licensed user who is shared to the…