Hi, I am currently dealing with an isolated issue with one of our clients. We are using Dynamic View to give our third-party project team access to our risk register. We have to do this as we are using Smartsheet as a common data environment for a big portfolio with over hundreds of projects. The issue is that when the…
Hello, I have a sheet being used as a "database" for assets that needs to be audited on a regular basis. In the past I made a report to specify the areas/columns of the DB to be audited for each row item and auditors could make changes to the report which would update the DB. I would feel more comfortable if the updates…
I'm trying to setup a dynamic view on projects as some projects are confidential. I have a drop down field setup in the intake form for projects so that we know if the project is "coned". I have tried to follow the steps to hide fields in the intake form sheet if the coned field is yes and the user's name isn't in the…
I have an application form that needs to be filled out annually for renewals. I am trying to automate the filling of this form through Smartsheet. The challenge is different parts of this form is filled out by different stakeholders. If I add all my questions as rows and send information requests to stakeholders I automate…
We've implemented Azure SSO successfully and we have tested logging into SmartSheet via the option. However we have been seeing inconsistencies with the login page. When we test with admin id, it regularly shows the "Sign in with your company account" option after entering the email address. But when we tested it with…
Hi I was wondering if it is possible to integrate Smartsheet into outlook. I tried to include the add-in but received this message. Please let me know if this is possible. Thanks
I an in a Shared Google drive where we store Google sheets and .csv files for various Data Shuttle jobs where we import into Smartsheet. When I try to select my new .csv file in that google drive, the only files showing are Google sheets.
Hello - I have a report out of qTest Insight that I would like to embed into Smartsheet - I have done this with Jira Dashboards without issue however when I try to paste in the embed code for the Insight report into Smartsheets I get an error. Is this something that is not supported?
The issue I'm running into is when we have an employee that has a name change and their email changes, the next time they attempt to log into smartsheet using SSO, it creates a new account from the new email. I'm wondering if the Azure integration will automatically update their new email in the account, so this duplicate…
Data Mesh, Dynamic View & Pivot? What are the purposes of these?? Dynamic view sounds like a Report? Pivot converts my sheet into a Pivot? What exactly is the purpose of Data Mesh? I have a sheet with data not in a primary column. I would like to be able to make a second sheet where all the data from the first sheet are…
Get ready to seamlessly upload and organize content within your Brandfolder! This on-demand session is designed to help you become a confident contributor and collaborator, ensuring your team has the right assets at the right time. What You’ll Learn: Maximize Features in the Asset Modal: Learn to navigate the asset modal,…
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'm trying to set up a conditional junction in Bridge to evaluate whether a checkbox is checked. The checkbox is not manually selected; it's calculated using a formula in the Smartsheet row (e.g., =IF(COUNT(CHILDREN()) > 0, 1, 0). When I use Get Row in the workflow, the checkbox field displays true when checked and false…
I'm running into an issue in Bridge where a row I just created via the Add Row module, is coming back as not found when I try to use a Get Row module, referencing the row it just created. Goal: I have a workflow where I am adding a row to Sheet B, by copying data from sheet A. When that new row is created, an Auto Number…
Hello! I am working on a new Data Shuttle workflow and have come across an issue I haven't encountered before. I have to run an annual audit on a list of employees through a third-party site. I am able to download the query results of the audit from the third-party site, and I would like to use Data Shuttle to add results…
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