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Connectors: Sync Smartsheet with Salesforce or Service Cloud
In Smartsheet / Salesforce Connector Workflow; once you're about to save: Does anyone know why "Opportunity: Counting the number of records to be updated..." would spin forever instead of saying there's no salesforce opportunity records to update? The workflow is bidirectional but the data is only going from salesforce to…
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Smartsheet / Salesforce Connector: Counting the number of records to be updated... Spinning
I have created a workflow using the Salesforce / Smartsheet Connector. I want to replicate the workflow. However, the problem I'm facing is that right at the end (before I hit "Save Workflow". There is an Update Summary and it says "Counting the number of records to be updated...". However, it just keeps spinning. When I…
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How do I find the ID of a Custom Field?
I am setting up a Bridge integration to pull a utilisation report from RM. The report i'm building needs to among others include filter on a custom field. In the configuration panel it tells me I need to add the ID of the custom field. Running the workflow with all the rest of the filters works as expected, so the issue is…
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Data shuttle adding leading Zeros
When uploading data with Data shuttle it has started adding leading zeros to columns that contain numbers so they are being read as strings instead of numbers and can no longer be used in formulas. Is anyone experiencing this issue or have a solution. The problem started occurring this week and I have not experienced it…
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Data Shuttle Changing 100% to 1%
When using Data Shuttle to import data from an .xlsx sheet, the decimals from that sheet that equal 100% are instead converted to 1% in Smartsheet. This issue is the same as in this Community post that has no answer or resolution: https://community.smartsheet.com/discussion/90205/data-shuttle-changing-my-100-to-1 The…
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Using Data Shuttle to take a Multi Select Dropdown to Update a Dropdown on Different Sheet
I have done some research and testing around using data shuttle to update dropdown fields. Essentially I want to take what a user selects from a multi select dropdown source sheet to update a field on a target sheet so that only the options they can see in the dropdown are what was selected on the source sheet. I'm able to…
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Smartsheet to Excel automated exports (40+ reports)
Hi all, i'm looking for a solution for automated export of reports from our 14 data sheets. Sheets are very big - 50 columns, ~100k - 300k cells. We need to generate specific 40 excel files filtered on 2 - 3 parameters (with a specific structure, i.e. First row of data starting on 8th row of excel file, specific heading…
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Why are my Blueprint Summaries blank?
Hi All, We recently started using Smartsheet CC. We had 5 blueprint summaries created and they're all working fine. I wanted to add a new column to one of my blueprint summaries, but when I went through the Blueprint Builder, the blueprint summary section now has blanks for sheet selections when just yesterday the 5…
