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Transfer sheet automation workflows
Hello everyone, I have transfered the ownership of all my elements (workspaces, sheets, etc.) to another user. In some sheet I have created automated workflows (alerts), do you know if the user will have to recreate all the automated workflows or is it part of the transfert ? Thank you for your help, have a nice day,…
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How to connect to Dynamics 365 using the Smartsheet Connector
Has anyone had success in connecting Smartsheet with Dynamics 365? I have done what I can on the Azure AD side of things with registering the Smartsheet Connector as an app and adding user permissions. However, when I try to set up the Smartsheet workflow against a sheet, it appears that the Smartsheet side of things is…
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Giving Users Access to Their Dynamic View
How do I give the users I've "named"/shared to in a Dynamic View access to that Dynamic View? Do I copy and paste the Dynamic View URL and send it to them, or is there another way?
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Data Shuttle to import Children rows based on another column?
So we have Assets in Smartsheet that are part of a Project sheet. For each type of Asset (Asset Type is it's own dropdown column), I would like to pull in a set of 'steps' (children) from another Smartsheet or some source file. So if the Asset type is Workbook I'd like to automatically add child rows to the asset that…
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Update dropdown using Data Shuttle without Excel?
Is there a way to pull the contents for a dropdown update from another Smartsheet? We would rather not use Excel files for this process. Thanks, Jeana
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What type of Docusign subscription do I need to get the integration?
Will this only work with enterprise? Will a Business Pro Account work? Are there any other subscription levels that integrate? Thanks, Jeff
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Limits on Optional Templates?
My question is whether there is a fixed limitation on how many optional templates I can include in a single blueprint Control Center solution? If so, what is that magic number? I am designing a solution that may need quite a few schedule variations. I appreciate any insights you can offer. 😀 Steve
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Data Shuttle Issues
We have multiple sheets that are updated via an Employee Listing Excel that is housed in Box. With Data Uploader, whenever we had to change our Box password (every 60 days by company policy), we simply went into Data Uploader and re-granted access to each workflow. With Data Shuttle, when we "grant access" to Box, the…
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Connect Smartsheet with Datastudio
Hello everyone, I have a use case and I don't know how to proceed and find the best way to solve my problem. Here is the use case : I have a sheet in Smartsheet for request management. I would like this sheet to automatically be pushed into a Datastudio report. I was thinking about the following options, but maybe do you…
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Does Dynamic View wait for automations to complete before updating values
When an update is made in Dynamic View in the details panel to a field that drives a Record a Date automation (or any automation), does it wait for the automation to complete before showing that the save completed?
