-
How to automaticaly share a PM to a workspace created by blueprint
We have control center and we have a blueprint that runs based on an automation. in the intake sheet we collect the name and email of the project manager. When the blueprint creates a new workspace we would like for the blueprint to share the workspace to that project manager as well. important to note, the project manager…
-
Error encountered with DataTables: Error getting CSV primary key values
I'm using Data Shuttle to upload data onto a new Data table. For this upload workflow, i am using an existing smartsheet attachment (from offload workflow) However, running my upload workflow caused an error: If i were to replace the target from Data Table to a sheet, it can run without any error. Here's the fields in my…
-
Acumatica integration duration & complexity
I want to integrate Acumatica projects (about 50 or so from one Acumatica instance) with Smartsheet in order to show project progress and time tracking roll-up. How long should this take to build the integration? (Would impact around 40 users.) About how much should it cost for the Acumatica integration software? Thanks…
-
Sometime Sequential number is not showing, I am using data shuttle.
Hello everyone, I am using a Smartsheet form to process bulk orders, I am using an Excel template to fill in the bulk order details in the bulk order sheet and then using a data shuttle to transfer the information to the order summary sheet. I am experiencing issues with the order numbers not always appearing in the order…
-
Data Shuttle or other solution?
Hello, I am trying to figure out the best solution to a project. Basically, we have a system outside of Smartsheet that will not connect to Smartsheet (old system) and we do not want to pay to integrate them. I want to manually upload exports from the legacy system (.CSV files) into a preformatted Smartsheet sheet on a…
-
Help with Document Builder Mapping
Hello, I'm trying to set up a DocuSign template, but get stuck at the part of selecting a template with this error message. Does anyone know what this might mean? Any guidance would be appreciated! Thank you!
-
Tracking Expenses and Submitting Invoices/Receipts within Resource Management (RM)
Hello - we are looking to help a customer with tracking expenses in Resource Management (RM). For expenses, how can employees upload and attach receipts? From doing research, it does not look like this is possible within the Time & Expenses tab. Is there an alternative way receipts can be tracked with expense submission OR…
-
Dashboard integration with powerpoint - or print preview function
Currently to load our projects from a dashboard to powerpoint we 'print to pdf' and then snip to paste to power point. Is Power point integration a reality? If not is a print preview function possible to clearly show where each page cuts off? This is a monthly cycle for my team to reformat/respace depending on the amount…
-
Syncing Smartsheet schedule and Resource Management
Y'all I've switched on the Resource Management module but schedule tasks and assignments are not being synced across to the RM module. Is there anything I need to do in the RM module to have this done? Thanks. Nyasha.
-
Dynamic View Comment Emails
We use Dynamic View for our sales force and customer service reps. They each have their own respective view that is connected back to the main sheet. Our design department uses the main sheet to process incoming requests via a form. We have run into an issue with links in automated emails using the…
