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how do I export specific data from a smartsheets sheet to a preformatted excel file
I have a smartsheet file with pricing information by part number. I have a sales quote sheet in excel/google sheets. I want to have the sales staff type in the part number on the quote sheet and pull the pricing and description from the parts file in smartsheets. What is the best way to do this? Is it data shuttle? Thank…
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Do Data Shuttle Input Expressions work to build a key column?
I have this sample dataset, I want to test Input Expressions to upload data and have it mapped to the Unique Identifier Column, which is Column7. When I run this workflow, there are no changes done nor added rows. This is the formula I used in Input Expressions (I named it Column0): ="ID: " + [Column1]@row + " ; Name: " +…
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Enable Single Sign On with Office 365
When I try to enable SAML, it says that the page is not found. how can I fix that error?
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Data Shuttle Failing "Workflow Execute: Could not access source"
I have a Data Shuttle automation to pull in an Excel file to a sheet (replace) on a weekly basis that lives on Sharepoint. Every time the automation runs, I get the error message "Workflow Execute: Could not access source. Please check your workflow configuration for errors." The Excel file will also not be hyperlinked…
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View dashboard embeded content without logging in
We have interactive boards setup and display SmartSheet dashboards. I want to embed an excel file into the dashboard but it wants users to sign into Office 365. How can we display content without needing to sign-in?
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Data Mesh - Overriding data on the target sheet
When the lookup value is enter in the target sheet, the data values appear right away. However, if I override one of those data values, will data mesh run again to correct it? I tried testing it, but it seems to allow me to override the data value, and I don't see data mesh running again to revert back to what came from…
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Exporting sheets/reports from a dynamic view in a WorkApp
Within a WorkApp, users are able to download from a dynamic view of a sheet or report. However, exporting to CSV is the default. Is there a way to make exporting to Excel the default? We just have to provide specific instructions to users to be sure to Save As in Excel, or else they end up saving in CSV which does not save…
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What would be the best way to send out a customized Docusign "envelope" through Smartsheet?
My company sends out a variety of agreements and other documents, some for signature and some are purely supplemental, for each new client we onboard. The necessary documentation is different for each client. The current process is to go in through DocuSign, select the documents required for the situation, and send them…
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Why when using the calendar app doesn't the "Today" button goto today's date on the calendar?
Why when using the calendar app doesn't the "Today" button goto today's date on the calendar?
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Can I move the location of the intake sheet (control center)
Is it possible to move the sheet without causing any issues? Will control center no longer be able to link up any information or will it need to be set up again?
