Hi, I am testing the functionality of the Global Update feature in Control Center using the Starter Project data. Since not all my projects will have budget information available and entered in the Request Intake sheet this will generate an error on the budge variance calculation. What I would like to do is update the…
Would like to be able to include attachments (add/view) in Dynamic View.
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Hi, I've created a workflow to upload data from an Excel file in Sharepoint into a Smartsheet report. The workflow works when I set it up BUT I have set a schedule to run Every Monday at 7:00 am. However, on the schedule time, it is not pulling data from the Sharepoint Excel file any more. All Rows are deleted and my…
Hello everyone, I hope you are all doing well! We are currently looking for a way to integrate maps into Smartsheet.EU (based on a database of distribution partners managed in Smartsheet). The purpose would be to filter locations (e.g. by postcode) to get a quick overview of possible partners for a given area and to…
Dear Team, Pleaser note that I unable to use the Document Builder feature and getting attached error while opening document builder option. Awaiting prompt support. Thanks and best regards.
There is a long story behind this but I need to change the name of a Parent project in control center. Without doing this the children projects are not launching. Any suggestions would be greatly appreciated.
I work in international benefits and our bens enrollment process for global is not automated through our HRIS workday. This meant sending emails with attachments to provide required enrollment data, when returned is pw protected and sent to the brokers. We have grown quite a bit in expansion and I created a way with a form…
Hello all. I am attempting to make use of Dynamic Report Scope in Control Center. I was hoping that each new added project would add defined sheet scope to reports automatically without user intervention. Is this what was intended? I find that upon creating a new project, there is a "Update Reporting" button on the…
I am trying to create a workflow that will merge data/adds rows when a new file is attached but every time I run the workflow, the sheet remains blank. After I attached the file, I deleted the data to ensure the workflow was working properly. See the steps I followed below. I have tried both options listed for 'source…
I've created a very simple workflow - copying data from one sheet to another when a row is added (just getting started). And I finally got the darn thing working - Yay!! BUT: I just got this error - because the date in the source sheet is blank. How do I set it so that if that date is blank (or any field, for that matter),…
We have the Data Mesh add on. I'd love to be able to "copy and add" (automatically add new rows from one sheet to another) based on certain criteria. In this way, everything added to the new sheet is filtered by what I want. In this way I can manage all my requests in one sheet, and have it copy to other sheets by client,…
In Data Shuttle, I'm running into a "Please select a Target before configuring the Mapping" error on the Mapping page, but I've already selected a Target sheet. Mapping: Target: I ran into the error when creating a new workflow, so I went to an existing workflow to see if I'd run into any similar issues. I Next-ed through…
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