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Integrate Smartsheet with Flows on update of a row in smartsheet
Hi Team, We are using Smartsheet and Dynamics 365 and one of our requirement is to integrate smartsheet with Dynamics 365. We are primarily using flows for connectivity across applications and we are trying to leverage the smartsheet connector available in flows. Basically we are currently in need to update back something…
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Scheduled Bridge Workflows
Lately I've had problems with Bridge workflows erroring randomly. This is a problem for several of my solutions, so I'm developing safety net workflows to catch actions that were missed when the errors occurred. But I'm stuck because up to now, I've been able to use rundata from the trigger to guide the rest of the…
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Dynamic View Attachments
Would like to be able to include attachments (add/view) in Dynamic View.
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Can you send a generated document via a workflow after it is created?
Hello Smartsheet friends, I have a smartsheet that I am wanting to create a 'welcome aboard letter' from the information in several cells. I've created a document/letter by doing the generate a document feature but once it creates the document I would like for it to be sent to our new employee through a workflow. Can that…
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How do I add Preview: to a dynamic view field?
Hi all, I've seen a Preview: label underneath a dynamic view field and am wondering how I get this added to my fields? Any insight is appreciated!
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DataShuttle, DataMesh, Something Different--what's best
There is an excel report we get from another system that needs to be brought into SmartSheet on a weekly cadence. It is a timeline-driven document so we need the updates on dates, status, and new entries (rows) to be brought into SmartSheet. The report has this information for four teams, so we need the information from…
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Move rows Automatically | Automation Workflows
Hi, I have 1 source sheet and 1 target sheet. Using Data Mesh/ Shuttle, I'm adding the records to the target sheet from the source. There are chance that few records in the source can be deleted later and such records are not to be retained in the target as well. So, I added a column formula in the target that checks if…
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Email change to Workflows sent to specific people
We are going through a merger and are moving off one email domain address over to an other email domain address. We have a 100 plus workflows referencing the primary email address. We reached out to support and were told that there is not an easy way to update the workflows with the new email addresses. One approach was to…
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hyperlinking to a folder and or file on our local network drive
I would like to hyperlink a folder to our company shared drive from smartsheet. I keep getting the error message "Invalid URL" I have seen from other comments that this is an issue, is this some feature that may be added by smartsheet? It would greatly benefit the way we could use smartsheets. Thanks for your anticipated…
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Docusign integration
Hi, I have created both a template in docusign and powerform. I have integrated the template into smartsheet however, this means the signed document comes to me directly. The powerform means this very issue can be avoided however, I am unsure or unable to integrate into smartsheet. Does anyone have the answer for this…
