Add Ons and Integrations

Archives for January 2023

Calendar App - Change Task Name
Hello all! When I'm in the calendar app and you click on the event, how do I make it so that it shows the column name and not "task name" I have attached a screenshot of the event card where it says "task name" instead of the column name. All the columns are mapped correctly as I see all the info I want on the calendar…
Task Status Update Resource Management to Smartsheets
Hi, Does anyone know of a way of how we can push a task status update from Resource Management back into Smartsheets against the schedule? We are looking at rolling out time capture in resource management against the tasks which are setup and smartsheets. It would be quite a pain to have to either get resources to update…
Unable to disable DataTable connections to sheets. Has anyone encountered this?
I have not had any issues in the past with disabling the connections. I have 30 sheets with connections, when I disable the connections they show disabled but after a few minutes they become active on there own. The sheets have many connections to them via formulas (index/match) and smartsheet apps (dynamic view, data…
Dynamic View Field Logic not working
Hi i have a column in my main sheet called Leave Status to work out if the date the person entered in the form is in the past and will Say "Taken" I want to be able to hide a field called Cancel if the field leave status says Taken otherwise the field is visible to enter data into. However the Leave Status is not showing…
Bridge
Hi, I've just gotten access to the Bridge connector, and one question/request that I have is related to the Smartsheet/Resource Management integration. I have a PTO Smartsheet to track holiday requests, with an approval workflow associated with it. Currently, when the assigned manager approves the leave, an automated email…
Workflow to copy Attachments and Conversations from 1 sheet to another?
Before I go reinventing the wheel... Has anyone created a workflow that would move or copy attachments and conversation from 1 sheet to another? My team is merging 2 sheets into a 3rd, and while I could use DataMesh to move the cell contents from 1 sheet to anther, it won;t move the conversations or attachments - and there…
How can I get a Google Click ID (GCLID) from a Smartsheet form?
I am trying to integrate Smartsheet with google ads, specifically to trigger an offline conversion in google Ads through a new row filled by a form. The issue is that google asks for the Google Click ID (GCLID). How can I get this from the smartsheet form?
Restricting view of a Dynamic View based on report
Hi, I'm wondering if there is a way to restrict view of a dynamic view with filter where the dynamic view is based on a report? I'm using smartsheet report to generate aggregate data from multiple sheets and then I wanted to restrict views similarly to what I can do using sheet filters (Settings/General). However, reports…
How do I send project leads a sheet based on the type of project?
Using an intake sheet, I would like project leads to receive one of three project plans (A3, DMAIC, KAIZEN) based on their form selection. How do I set up the Blueprint to do this? Thank you!
How do I remove a google calendar integration?
I want to switch to a different google calendar to publish my Smartsheet calendar. I published to one and now need to remove it so I can publish to the other.

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Flagging this Month or Last Month
I am trying to create a helper column to flag something as occuring "This Month" or "Last Month" This is the formula I'm using. =IF(Date@row = MONTH(TODAY()), "This Month", "Last Month") It is saying #INVALID OPERATION. Not sure what I have wrong here.
PDF Attachment Downloads
We used to be able to click one time on the PDF symbol to open our documents, but now have to click on the three dots and then get this menu and select open in new tab. The single click still works if we are opening a Word document, just not with PDF. Is there a way to get this function back?
Percentages not displaying correctly in Report Summary
Hi, In this report. I want to total up a number of percentages coming from different sheets. Sometimes the percentages add up as percentages, sometimes they display as an fraction. The source sheets are all from the same template, so should be formatted the same way, though I have noticed that certain files seem to be…

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