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…
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…
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…
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…
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…
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!
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…
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…
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.
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…
Hi all, I'm hoping that someone has solved for this, or that I'm being blind, but I can't see a way to easily read a array of objects using Bridge, where those objects contain multiple fields, and then loop through those objects. I have an example below that I was able to make work by combining columns and extracting from…
I have a smartsheet that contains task records for for different departments. I would like to create a Dynamic View for each department that everyone in the specific department can see that only contains the records associated with that department. I can create the filter without a problem, but when I try to Restrict view…
It says I have 101 records to add. But I get this error message: error code: 1302; message:
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