Export Workflow Automation to a Document?
Is there a way to export the Workflow Automation into a document?
WorkApps User Management
Hi All, Have a quick question related to user management capabilities in WorkApps. I have created several different workapps for my organization, created roles, added users to Roles, etc. All works fine. However for maintenance perspective it is not optimal as it is only me who can actually add new users to the roles when…
Dynamic View Comments notifications for user without access to sourcing sheet
Hi, I share Dynamic View with external stakeholders without sharing access to the sourcing sheet. Would like to know is it possible to send a notification to stakeholders when new comments have been added to the comments box with @mention? We want to let non-sheet users receive notifications and direct them to their DV to…
Work Apps Limitiations
Hi All, I couldn't find any specific documentation on this, but are there any hard limits to be aware of for WorkApps? From testing I know there's a 50 page limit, but didn't know if there's something that can override or if there's a cap for performance concerns. Specifically interested in the number of pages on App can…
Resource Management - Assignments and regional holidays - what am i missing?
I'm feeling very confused or very swindled. Either way not thrilled right now. I was sold on the promise that Resource Management will be SS's integrated (via add-on) resource planner, where you can apply different roles, placeholders, regional holidays, etc; and that this would all lead to improved task assignments and…
Token Expired - Smartsheet Integration with Formstack
Hello! We use Formstack for creating complex forms and their Smartsheet integration for recording results of those forms. We started receiving errors that our "token" has expired on a number of our forms, but not all of them, and have no idea what this is referencing or how to fix it. We're really hoping we don't have to…
Random Data showing up when using Data Mesh
I have Data Mesh set up to put in a "Type 2" for a loan type when the "Type" is put in. After copying and pasting the data that shows the "Type" of loan, the "Type 2" is automatically updated and also extra data is automatically put in when it shouldn't be at the bottom of the sheet. In the image below, the data that lists…
Access to more than one Google Drive account
I am logged in to Smartsheet using my business email. On Google, I have 4 distinct Google accounts with separate Google Drives - for a personal gmail address, for this business email, and for 2 other business emails belonging to 2 my other engagements. I allowed Smartsheet to access to my Google account. The SS did not ask…
How do I set SF Connector filter to be "Includes <blank> OR XYZ"?
Rather than list every option as "do not include", I need to be able to specify <blank> (null) OR a specific value, "XYZ" for example.
Pivot Table - copy/save as new
Will a Pivot Table still update "live" if I "save as new" into another workspace? Or do I have to create another Pivot all together? I have created a Pivot that I would like in two places in order to prevent the Sales Field from having access to underlying data. Place into a workspace for internal office Same pivot into a…