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Project Schedule 'Mash-ups' to create Master Program Schedule?
Hi I'd like to be able to link five project schedules within a program and as I see things, this can be done two ways; 1) five separate schedules, all of which use a set of common program milestones and task dependencies linked between project schedules, or 2) mashing all of the project schedules together into one sheet,…
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Moved: Don't want to show the DataMesh Lookup Value
This discussion has been moved.
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DataMesh Source Matches
When using DataMesh, is there any way to identify which rows in the source sheet did NOT match on the target sheet?
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Change SalesForce user login for workflow configuration
We've got a SalesForce connector set up. I have a SmartSheet user login that has appropriate privileges to create and edit workflows that use the connector. I have previously been prompted to log in to SF and have successfully gotten data from SF into Smartsheet. Now I want to FORGET that I've ever logged in to SF (I don't…
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Salesforce Connector Sync - Don't send automation if not synced?
We use SF connector as our go between. We send a lot of automations out from Smartsheet for various reasons. Is there a way for an automation to not send if a row is no longer synced with the connector? IE a customer cancels and therefore is no longer synced and is filtered out by connector. We don't want the daily…
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Questions about Bridge from a potential newbie
We are considering upgrading to Advance, and I have questions about Bridge capabilities: Our project blueprint includes multiple reports that pull entries from master logs based on the job number. This means that our admins have to add the job number to every single new report filter when they set up a project. Can Bridge…
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Is it possible to create multiple pivot tables using the same sheet?
I created a pivot table using a sheet, and it worked very well. However, when I try to create a different pivot table using the same sheet, the "Create" button just continues spinning. Is it not possible to create multiple/different pivot tables using the same sheet? In this instance, we have test scenarios in a sheet, and…
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Date isn't showing on calander
The date field that I am using for my calendar is a formula referencing another field but its not showing up. The property is set to date. Any idea why? Background; I have one sheet with multiple dates in a row. I created a separate sheet for each column with a unique first field containing a =join function to pull the…
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Pivots: Source / Target sheet name Changes
I see that changing a name of a source or target sheet does not impact Data Mesh's (but config name will not change). Is that the same for pivots - or do they break if you change a source or target sheet name? I believe it does also impact if column names are changed unlike Data Shuttle.
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Data Shuttle - Admin Workflow
It's great that you've rolled out the ability to see workflows across the organization. Unfortunately, the only option available for workflows that the Admin does not own is to disable or archive the workflow. We need an option to either be able to edit the workflows of other users, or to be able to transfer ownership of…