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Directing rows from Intake sheet to individual Budget worksheets
Hello, I have a dilemma. We have a form that external partners complete. One form, all data goes into one worksheet 'CO Log'. I'm looking to (hoping to) create some sort of automation that will take each new row of data and copy into the corresponding budget worksheet. Is there a way whereby an automation (perhaps is needs…
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Export old sheets
Hi, I have a basic plan, so can only create up to 10 sheets. To free up space for new sheets, I'm trying to export some old sheets that I would like to keep to Google Drive. However, when I try this, I get the following message: "Contact us for a Data Shuttle license. Eliminate tedious and error-prone copy and paste of…
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Attach an existing Dynamic View to a sheet programmatically
I know there is no API for Dynamic Views yet, but I'm looking into building some automation for a client and wonder if there is a way to programmatically assign an existing Dynamic View to a new sheet. It doesn't look like when you copy a sheet and create a new one via API, the Dynamic View associated with that original…
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Data Shuttle Workflow errer error occurred while trying to register the webhook
Data Shuttle Workflow error occurred while trying to register the webhook. I refresh the data with an attachment so not sure what webhook this is referring to
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Salesforce connector - rows not meeting filter are not being filtered out
In Smartsheet I have a sheet with an integration to Salesforce. I have configured the integration to only pull in rows that meet a certain criteria. To test the integration, I ran the integration to pull in data. I them went to Salesforce to edit one record of the data that was integrated to no longer match the filter…
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Use Salesforce Connector to Merge Salesforce Accounts?
Good morning. My company is just beginning to use the Salesforce Connector, focusing first on Salesforce Account cleanup. Reaching out to this Community for guidance on how to merge Salesforce Accounts via the Connector. Thanks in advance for your assistance with this question. John
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Row Limit- Control center Dynamic scope report
Hi Community We are working on a portfolio solution where there will be 500 project plans each with 200-4000 rows. For external collaborators the intent is to create a DSR with project plans and have a Dynamic view that filters tasks for each task owner. Grouping the report (by Project name) would be good but not essential…
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DataMesh
How do i get access to DataMesh? I have a license.
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Sign-in requirement for proof approvers/reviewers
Hi all, Our team is working to streamline a process which includes stakeholders outside our unit. These stakeholders are asked to review/approve proofs. When a stakeholder from outside our unit is asked to review/approve a proof, they're required to sign in to Smartsheet. I appreciate that they don't need to create an…
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Transfer Data Shuttle workflows
Hello everyone, Do you know if it is possible to transfer Data Shuttle workflows from one user to another in the same Smartsheet account ? Can we ask the support team to do this, or do we need to recreate all the workflows ? Thank you for your help, have a nice day, Corentin
