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document builder - need contact name not email address
When using document builder, I am pulling a field that is a contact list column type. when the program to build the document runs, it shows the email address instead of the contacts name. How can I get the contact name to show on the document?
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Updating Data manually in a Report within Control Center
We are not able to manually update the data in a report within Control Center. When trying to save any changes, we receive the "Sorry, we are having trouble reaching Smartsheet right now…." error. The same report works correctly outside of Control Center with projects that are not in control center. We have tried deleting…
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Seeking Recommendations: Top (3rd Party) Smartsheet and ServiceNow Connectors
Hello everyone, We're seeking recommendations for the top (5) third-party connectors between Smartsheet and ServiceNow (bi-directional). If you've used any, could you share your experience and suggest which ones you’d recommend? If you have a list, I'd appreciate it if you could share that as well. Many thanks! :)
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Error: "The redirect URI is missing or invalid" while connecting Smartsheet with Amazon AppFlow
This discussion was created from comments split from: Using Amazon AppFlow to transfer smartsheet data.
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Why can't I transfer Pivot ownership?
I am trying to transfer the ownership of a few pivots to a different manager within our organization. When attempting the transfer I get the message "Error! Target user doesn't have sufficient sheet/report access". I checked the destination sheet to give the new manager permission and he already has admin permissions. I…
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Data Shuttle Expressions
I have an Excel sheet and a grid that I am using Data Shuttle to update. My question is: The two columns I care about are Job # and Hours. I was using Job # as the unique identifier in both the Excel and the grid but it is no longer unique in the Excel file, meaning there are now multiple rows with the same Job # but…
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Data shuttle not seeing my file
Hi, I have two files in a location on OneDrive. I have a test file and another real file that I want to upload using data shuttle. When I connect (no prob connecting to OneDrive), however, it is only seeing one file. Note I created the test file in the screenshot, another user created the second file but I have access and…
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I have "Send as attachment" setup to be recurring, how do I go back and change it?
This sends a PDF report filtered on those rows that are past due. Which is working fine, but I now want to add names to the distribution list, but cannot seem to located where to do it for this report.
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Search by workflow name or id?
Hello Smartsheet Community!!! Is there a way to find a specific workflow by name or id? Currently I have to scroll thru ~80 workflows to find the one I am looking for. Ty!!!
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google drive integration storage best practices
We are an enterprise higher ed group familiar with Smartsheet, but new to using the Google Drive integration. We are (hopefully) transitioning our documentation processes away from clunky word docs into the more automated Google Docs direct from our project register as work requests come through. I've gone through the…
