-
How can I create a Dynamic View to show contact field information by hoovering over the contact?
In a regular sheet, when you hover over a contact field it will show the contact's information. (Email, Phone etc). Is there a way to create a Dynamic view to all be able to display the contact field's information by hovering over it?
-
Dynamic View Issue
Hi! My company uses Dynamic View to provide information to our field sales reps. When they receive a Dynamic View link, they know to use the Sign in with Microsoft button, and once they click that, they are then automatically taken directly to the Dynamic View contained in the link. However, this past Friday (8/2/24), a…
-
Log in needed in Microsoft Teams to access sheet not working
I just got Smartsheet integration with Microsoft Teams set up, and yesterday it was working beautifully, being able to see and edit the sheet within Teams. Today when I opened Teams, it's asking me to log in to smartsheet, taking me to my brower. When I do, nothing happens in Teams. When I refresh the tab in teams, it's…
-
Control Center Global Update Text vs Numeric
I'm working in Control Center on a Global update to change a field from "N/A" to 0 (aka zero). When testing the update I noticed that it changes to the text of "0" as it's left aligned vs right aligned. Any ideas how to update from a Text to Numeric via Global Updates? I've tried different variations to force numeric:…
-
Identifying current data in DataTable
Does anyone have a good way to identify good records in DataTable? DataTables can be updated from an external data source using Data Shuttle but there is no way to automatically remove DataTable records that are no longer in the source data. This means DataTables will contain bad data. My current workaround is to include a…
-
Using a filter to show information in dynamic view.
I am very new to Smartsheets so I hope i'm able to make this make sense… I would like to create a dynamic view the populates based on a selection from a drop-down list. Specifically, I want site managers to access information about their site by selecting the site name from a drop-down. We have lots of site managers but…
-
'View Filter' option not available in Dynamic View setup.
In the Smartsheet Univ. Dynamic View course video, a 'view filter' option is available in the setup stage. However, the 'view filter' option isn't available in the course sample material or in my own projects. Am I missing something? Thanks! What I'd like to be able to do is have a dynamic view populated by a drop-down…
-
Workflow owner has been deleted
We had a user who ran our Salesforce Integration between SmartSheets and Salesforce. He had exited the company and the team over SmartSheets deleted his user. You can 'see' the workflows that were in his name that now say "missing owner". Is there any way to reassign? If we have to recreate the workflow is there any way we…
-
Smartsheet Not Provisioning as of 2024/08/06
We experienced some unusual behavior when provisioning work last week, Thursday (August 1st), but the issue seemed to have resolved itself at some point on Friday. This morning, the provisioning doesn't seem to work. Control center does not populate the column I selected in the Intake Settings tab Project link column with…
-
Data Shuttle - Additional Charges - Separate from Premium License Fee
Hello, our organization was notified recently that we will be incurring a quarterly charge for each data shuttle. This is disappointing because I was on the premium plan for some time and have developed many of these to help streamline our data. This will be a huge financial impact on our account. Has anyone else seen this…