I want to duplicate one of my existing workflows to make slight modifications to it for another task, but I cannot find a convenient way to do that. There doesn't appear to be an option to directly duplicate a workflow so I've worked around that by copying it to another Workspace temporarily. I was going to rename it and…
I'm looking to automate the provisioning of multi-tier projects in Control Center, but I wasn't sure how to pick the parent project for a particular provision. Is it even possible?
I have approximately 30 project plans that I am trying to combine into one master project plan for a specific department. I want to do this via data shuttle so that I can set up automations for when a task is either started or completed to go directly to the project manager so they can input the actual date, as the…
I'm working on my very first workflow to create a new project in Resource Management each time a new row is added to the master Smartsheet project sheet. So far, the mapping is pretty easy. However, I have a couple of fields where my end user has said, "If the cell in Smartsheet has "X", put a "Y" in a related Resource…
Hello - I need to set up a sheet based on an employee roster that will be updated quarterly. I'd like to use a Data Shuttle upload workflow to attach the updated roster to the sheet and have it automatically remove termed employees and add new rows for those that are new hires, without deleting the existing rows in the…
Our business is considering adding Dynamic Views, but we would want to set them up/manage them programmatically. Is this possible?
I can setup a default filter in the sheet through the Share Button, but I can't find anywhere where I can do same in Dynamic View? Is this possible?
I am currently trying to utilize the Calendar App, I would like to stack the monthly view as well as the quarterly view to give greater visibility into timing (display the quarter divided into three rows). Is there a way I can do that? Additionally, are there any templates for the Calendar App that I can browse/use?
Hello I am new to data shuttle. My team gets weekly emails in the form of csv files with new equipment that was added for that week. These emails are sent to us every Monday morning. We normally take the new equipment added for that week (copy/paste) into a Smartsheet repository (sheet). Is there a way to take this…
Hello I am updating a dynamics view to reflect 2023 projects. I am removing some fields in the details panel and after I delete them it won't allow me to save. The Save button is grey. I try and leave the panel and says I have information that hasn't been saved but yet I cannot save it. Please help
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 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…
I have a DataTable that is currently populated by a DataShuttle. When I upload the source report to a sheet, the data gets added into the DataTable via DataShuttle. The DataShuttle is configured to "add rows when added to the source file" and "update rows as they change in the source file". The unique column identifier is…
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