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Updating a row in Smartsheet from Zapier
Hello, I have an integration set up in Zapier which connects Aha! to Smartsheet. The webhook from Aha! is providing information about new, updated, or deleted records. I am trying to use this information to add, update, or remove a copy of the record I currently store in Smartsheet. Adding a new record is simple, but I am…
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Smartsheet data not populating in DocuSign form
We have a fillable pdf form setup in Smartsheet and connected to DocuSign to obtain signatures. We have had several of these capex forms before that worked just fine. I created a new one and set it up exactly the same as the 2 before it. However, the fields are not populating now. I sent a draft and the fields were all…
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Do Blueprint Activity Logs Exist?
Is there such a thing as a Blueprint Activity Log or some other way to see when/what changes have been made to Blueprints? Our Blueprints have had MAJOR changes made but we cannot determine who made them/when & we would really like to track this down as well as what changes were made so they can be reversed/repaired.
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Is there an automation that can send a "Generate Document"?
Hello Is there an automation that can be created to send an attachment when certain criteria are met? I do not need anyone to sign the document, I just want it sent as a document. Thank you Merit
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Smartsheet Integration with Microsoft Loop/Planner/To Do
My company recently started using Smartsheet. Honestly, I'm not impressed. I've noticed several basic features missing that have always been present in Excel, Planner, etc. For example, in Card View, I've found no way of renaming columns, as they're all titled after whatever icon set has been chosen. So, I'd prefer to…
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Workapps Contact Column Error
I've been having an issue with my users editing a dropdown as a "Contact List". When someone tries to change they get this error (attached) If I have them edit in smartsheets it's fine. But then I have to give access to underlying sheet which defeats the whole purpose. Any thoughts?
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Salesforce smartsheet connector Issue
I'm encountering an issue with the Smartsheet Salesforce connector, specifically with the bi-directional functionality. Despite having the appropriate permissions and successfully creating a workflow, I'm unable to view any data within Smartsheet. However, when utilizing the uni-directional connector (Salesforce to…
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Multi-Source Dropdown Update from Filtered Data?
Hi all, Got a fairly complex application and trying to figure out whether an optimization is feasible and which tools to employ in a solution. The objective was to create a daily time-card interface for salary employees to capture hours worked against a given project and task. Here's where I'm at: Project Schedule…
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Dynamic View: Why will a field not show in the display panel, despite being in the logic
Hi, I was wondering if anyone knows or has come across this before. I have been developing a Dynamic View version of one of my sheets. The aim is to make certain fields show up based on where we are in our process. For example, I have created a logic which says that when a certain point in the process is reached, to show…
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DataTable Connection fails to transfer records when filter conditions change due to time passing
Hello, Some or all DataTable Connections do not automatically transfer data to the destination sheet under this condition: Filter: <Field name> is greater than <#> days from today Today the filter shows no result The next day, the sheet shows no data but the filter shows there should records transferring. If you manually…
