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
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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