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Attachments and Dynamic View
I have configured a dynamic view to allow the user to display and add attachments. However, when adding a new record via Dynamic view, the Attachments tab does not appear until AFTER the record is saved. Once the record is saved, then the Attachments tab appears and I can add the attachments and update the record. I would…
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Applicant Tracking Systems
I have Catsone and JazzHR and would like to integrate these if possible. Also Adobe signs and acrobat pro dc. Are these doable? Last we are a healthcare staffing agency and don’t see any staffing groups or communities .
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Data Uploader / Data Shuttle??
Hello, Anyone else having trouble with Data Uploader (Data Shuttle??)? My uploads are not working at all no matter what I try. Thanks!
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Premium App Permissions - All or Nothing?
Enterprise Version Are the premium app permissions per user all or nothing? In other words, if they are turned off, a user could not see or interact with a Dynamic View they are shared to? They could not see a pivot in a dashboard? DataMesh would not work?
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DocuSign/Document Generation
Yesterday morning when attempting to use DocuSign in the Document Generation, the error message occurred: We're sorry, something isn't working quite right. Please try again, if you continue to experience this issue, please contact us. I submitted a ticket, later in the afternoon it worked. I could not generate the letters…
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Smartsheet attachment files stored in OneDrive
Hi! I'm using Smartsheet to gather information through forms. People fill in a form, they add a picture in the submission, and all this gets saved in a sheet. Eventually, I receive rows filled with information in Smartsheet and for each row there is a picture attached. I need these pictures not only within Smartsheet, but…
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Are you a PMO Org and have recently implemented control center?
Would love to connect. We are a few weeks out from engagement with PS to build out control center for my PMO group and would love to hear from someone who just did this to talk thru their learnings. What did they wish they knew, what are some of the best practices, what efficiencies have they gained, etc.
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Calendar App End Dates and Assigning Tasks
I am having 2 issues with the calendar app... 1) I need to add rows to a sheet via the calendar app. But it is not allowing me to add rows because I have dependencies enabled on the sheet. Is there a way for me to update the end dates in the calendar App? 2) I am not able to assign tasks to teammates via the calendar. The…
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WorkApps - Sheet filtering based on the Role
I have created a work app with multiple dashboards for each of my regions. They are all being fed by one list (Job List). I am looking for a way to do an automatic filter, so that the list is filtered depending on the role. For example Texas Region dashboard has the Job List sheet embedded, I want that sheet to auto filter…
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Control Center
Are there any PMO teams out there that recently implemented Control Center? If so would love to talk to you. We are waiting to engage with professional services for our and would like to know what i don't know.