Add Ons and Integrations

Archives for February 2020

Data Uploader with Contact List
How do I setup data uploader to update dropdowns in the contact list with NAME and Email. Right now it overrides the column property to the SINGLE DROPDOWN column and inserts email address only.
Changing the colours assigned to various groups in the Calender App
Hello, I want each name to have a different colour in the Calender App. I can select "Color by Column" and it works but I find the automatically chosen colours to be garish and I would like to set my own. However, the option to change the colour does not appear on the right (see picture) I have another column where this…
Contact Fields in Dynamic View
I have a Contact Field which I want users to populate through Dynamic view. The Dynamic view is over a Report. When I test entry into that Contact Field, it is pre-populating with all the users in our installation. The original field on the source sheet or report is not populated in this way. Is this a bug or expected…
Automate sheet creation
Can I use automation to trigger the creation of a new sheet? Here's the situation. I have a form that adds a new row to a sheet. I would like to evaluate the primary key's value against what already exists in sheet and do one of two things: if the value already exists add the row to the existing sheet for that primary…
Automation Not Working
I have an automation that when an item is marked as Rejected it should be moved to a different sheet (see below)... The issue is that this automation is not working and items are not being moved to the Rejected sheet. Any ideas why??? This is a pretty straight forward automation but wondering if the other columns (assigned…
DocuSign going away...! :(
Just received an email that DocuSign integration via Smartsheetlabs will be going away in Q3 of this year. This is horrible news! We have so many workflows that have worked so well :( I'm not sure if there's any other way to to integrate DocuSign with Smartsheets at this time?
A few questions..
When in Dynamic View and data is entered through a form, the filters I had set up get greyed out and disappear (i.e. I am filtering by JOB# and JOB NAME). This is not the case in my normal sheet however. The same data from the form entry is inputted into each sheet/view but those two filters become unavailable in Dynamic…
Can I setup Data Uploader on a Template?
We have three main WorkSpaces, and each Workspace has a set of sheets. We use the Workspace as a template so each time we start a new project we just copy the appropriate WorkSpace and rename it to the project. One sheet is the same exact sheet in each WorkSpace. I'd like to setup the Data Uploader so that each time we…
Integrations with Hubspot
Our Sales team is using Hubspot. I am looking for advice on integrating Hubspot with Smartsheet.
Automation Issue
Hello, Trying to get some light on why an alert might have been triggered; in checking the alert setup and it looks OK. This is the issue: The onboarding team received the below alert with an offboarding request; issue is this request had been received and processed previously and moved to an Archive sheet; normally when a…

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Why do I get a #Incorrect argument set error with the formula below/
=IF(Status@row = "Not Started", "Blue", IF(OR(AND(TODAY()>[End Date]@row, Status@row = "Not Started"), AND(TODAY()>[End Date]@row, Status@row = "In Progress")), "Red", IF(OR(AND(TODAY(-5)>[End Date]@row, Status@row = "Not Started"), AND(TODAY(-5)>[End Date]@row, Status@row = "In Progress")), "Yellow", IF(Status@row =…
Admin Centre - multiple admins
Allow more than one user the ability to administer the admin centre. It is common for enterprise clients to have more than one administrator, therefore this creates bottlenecks in user management tasks, if that one user is busy or on annual leave.
Data Shuttle Error Code
Hi, I have a data shuttle configuration that had been working up until the past two runs when I get the same error. My spreadsheet hasn't changed and is not over capacity. There are slightly over 300,000 cells. I attached my workflow for reference. I also attached the exact file except I deleted all rows, but one. Also,…

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