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Auto-Populating Form Entries from Documents
Hi! Is there a way we could auto-populate form entries? For example, an user uploads a file to the form, then selections are automatically populated from the information on the file (such as project name being included in the file and automatically populated on the form field for "Project name". or are there any add-ons…
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Data Shuttle suddenly not working
I'm wondering if anyone has any ideas on why a previously OK Data Shuttle is no longer working. We are getting the error message "failed to insert 1 row because the columns in the target sheet are restricted". I've reviewed the impacted column settings and everything looks fine. I do have a destination field that's a…
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Is it possible to combine multiple E-Sign documents into one Docusign envelope?
We have the Docusign/Smartsheet integration feature. When the template in Smartsheet generates, it automatically sends through Docusign. However, it is generating and sending different envelopes for each one. Even timing the generation of documents and sending to a specific time in the day won't group them together, they…
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Bridge and DataShuttle
I have a sheet that is attached to a DataShuttle that is used to upload an invoice. On the invoice there could be multiple line items per category and there are 19 categories. I want to use bridge to automatically sort the entries that get added into their respective parent rows. I have been able to do this with one or two…
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Advice needed for creating corrective action submission tool using Dynamic view
Hello, We are using Smartsheet to track compliance data for monthly internal inspections across nine different sites. The way our tracking system is set up is when a non-compliance is entered in the form using “No” from the dropdown list, logic then opens a text box to type details and a hidden dropdown list that generates…
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Can I share the Workapps to collaborators and grant him the access as admin level?
I had lock some columns in the sheets and want to group some sheets in Workapps and share to them. They had the Admin level to access the sheet but they can't edit the lock column through the Workapps. Any methods can the collaborators edit the lock columns through Workapps? Thanks. Daniel
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Dynamic View - details panel
Hello. I set up a dynamic view from a report and customized the fields that I want editors to update to "require." However, in the dynamic view details, these fields are grayed out and unable to be edited. These field columns in its source sheet are not locked. Any help would be appreciated. Thanks.
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Smartsheet/DocuSign Integration Error - Generate New Documents
I'm getting an error message after logging into DocuSign from Smartsheet, using the 'Generate New Documents' feature. The message states 'We’re sorry, something isn’t working quite right. Please try again. If you continue to experience this issue, please contact us.' Has anyone else encountered this issue? Any suggestions/…
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CREATING A DASHBOARD FROM A PIVOT APP SHEET
Hi! I've been looking through all the questions but I haven't been able to find a good answer yet. I have a dashboard I started and everything on it was created with metrics sheets I created. I still have data I need to add to the dashboard but now we have the pivot app. Is there anything I need to do differently on my…
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Data Shuttle Error 400
Does anyone have experience unlocking the Google Drive authorization error when trying Sheet Export or Data Shuttle offload? Our Google security team believes they have "unlocked" Google Access because we are now able to attach files from Google Drive to a sheet, but when trying to offload or export we are faced with this…
