I want to auto generate a receipt with Zapier or something and send it to the supervisor and client upon work completed. Problem: Our electricians perform tests on all equipment we install. We have many QC forms that we use but using them is very cumbersome. Our techs need to ensure that they print them off before going to…
Hey everyone, I have a question. My set up: Multiple line items with different Work Package Names. Once the work package is complete we mark it for shipping based on date and time to our job sites. I would like to have a sheet that would consolidate all the work packages (name of the work package) to one row based on that…
I was wondering if anybody know if it is possible to embed social media accounts such as Twitter and LinkedIn as a widget on a dashboard? I have been searching the help section but I have not found a definitive answer. Social media except for YouTube is not on the list of approved widget sources... The goal is to show the…
Does anyone know if there are version requirements for Salesforce to utilize the connector? My IT team is about to upgrade SFDC to Lightning and they want to know if the connector works / requires lightning.
Get ready to seamlessly upload and organize content within your Brandfolder! This on-demand session is designed to help you become a confident contributor and collaborator, ensuring your team has the right assets at the right time. What You’ll Learn: Maximize Features in the Asset Modal: Learn to navigate the asset modal,…
Managing digital assets doesn’t have to be complicated. Join us for this two-part, on-demand webinar series designed to give Brandfolder administrators the confidence and skills to create smooth, efficient workflows. Whether you’re just getting started or ready to optimize your setup, these sessions will help you unlock…
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Connect with fellow Smartsheet mobilizers and advocates! Join us at our in person user group in Raleigh, NC on Jan. 15. This is a great opportunity to discover how other local users are optimizing their use of Smartsheet. *Get inspired: We'll learn from local users, who will share success stories on how they use Smartsheet…
I'm running into an issue in Bridge where a row I just created via the Add Row module, is coming back as not found when I try to use a Get Row module, referencing the row it just created. Goal: I have a workflow where I am adding a row to Sheet B, by copying data from sheet A. When that new row is created, an Auto Number…
Hello! I am working on a new Data Shuttle workflow and have come across an issue I haven't encountered before. I have to run an annual audit on a list of employees through a third-party site. I am able to download the query results of the audit from the third-party site, and I would like to use Data Shuttle to add results…
I have a DataTable that is currently populated by a DataShuttle. When I upload the source report to a sheet, the data gets added into the DataTable via DataShuttle. The DataShuttle is configured to "add rows when added to the source file" and "update rows as they change in the source file". The unique column identifier is…
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