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.
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…
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…
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…
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…
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?
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…
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…
Our Sales team is using Hubspot. I am looking for advice on integrating Hubspot with Smartsheet.
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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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 have learned that each one of the Smartsheet add-ons have a specific step that does not seem to be listed in the training tutorial. I am creating a new Data Shuttle workflow and I want to run the workflow as a sheet attachment. This option never seems to appear to begin my process. Do you first have to create the…
Hi I have created a DV and will need to allow the users to add New. When I created the necessary fields for a new request, I don't see the ability for the end user to add in an attachment like you can with Forms. On the View Display, I have checked the boxes "Display Attachments" and "Users can add attachments". Am I…
Hi all, I was just informed by our I.T. Dept that Microsoft is killing the Outlook Add-in. We use this add-in quite extensively. Is anyone out there aware of a quick and easy way to attach emails to specific rows in specific sheets? It sounds like we have until June when Microsoft will be permanently disabling Legacy…
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