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Update Column Formula with Control Center
Hi, I'm trying to update a column formula with control center. When I do Find/Replace and look at the test sheet, it's not updating. Original Formula :=IF(Summary@row = true, "", [Amount I]@row + [Amount II]@row + [Amount III]@row - [Allowance I]@row - [Allowance II]@row) New Formula: =IF(Summary@row = true, "", [Amount…
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Data Mesh or Formula - what takes precedence
I have taken ownership of a sheet which is updated by a Data Mesh. I do not have access to the Data Mesh and the person who does is not currently available to transfer it to me or delete it. I changed the columns being updated by the Data Mesh to use lookup formulas because I need the report to update immediately. The Data…
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Reports/Sheets in Control Center Blueprint Referencing Sheets Outside of Blueprint
Hello, I am setting up a Control Center Blueprint and need to reference a sheet outside of the Blueprint. The sheet outside of the Blueprint contains our region's entire sales pipeline and is regularly added to and updated by the entire team. The Blueprint will be a CRM type dashboard setup for each individual client…
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Document Builder - Adobe Calculated Fields
Hello community, I am currently loading a PDF that was made using adobe acrobat pro into the Document Builder as a template. There is a date field that always needs to default to today's date. I currently have the field calculating off the following script: var today = new Date(); event.value = util.printd("m/d/yyyy",…
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Smartsheet Form and Salesforce Connector
We are collecting data using a web form in Smartsheet for open activities and logging calls/meetings. I need a way to get the Salesforce Record ID into this sheet so that it will send this information Salesforce. Ideas? VLOOKUP formula? It's around 200 ID's.
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Is there a workaround way to sync contact column/symbol/auto number in Unito?
Hi, I recently found out you can use Unito to copy rows with selected columns to another sheet. However, since they are still in the Beta phase, certain column types are not yet supported. Do you know a way to work around it? Below is what I found from Unito website: What this integration doesn't support (yet!) Some of…
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Triggering Data Shuttle (workaround for missing functionality to support Foreign Keys)
Hi - I know you can trigger Data Shuttle workflows manually or via schedule in the Data Shuttle UI. However, is there another way I can trigger a Data Shuttle workflow on demand? (e.g. by calling a URL, calling from an automation, etc.) My problem is pretty basic. To illustrate, let's say I have reference data in 2…
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Connecting Smartsheet in WFX?
Hi all! My company uses WFX as another one of our applications. Has anyone ever had experience connecting this application with Smartsheet? I personally do not have a lot of WFX experience, but the question came up if we could get them to talk. Thanks!
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Automation does not appear to be working on all scenarios
I have a few automation rules which are setup to update the % complete once a status changes. The status is coming from another Sheet based on the value in a separate field. I have had to manually update the % to be 100% complete because my report was due, however this is not sustainable as I will have to do this for every…
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Control Center - Questions on Master Rollup and Intake Sheet
I've used a template (non-control center) where my master sheet was the same as the intake sheet, so I was able to add new projects, manually duplicate the project plan folder, relink things manually, and then have the project plan and master sheet talk to each other. This meant some data originated on project plan and…
