Anyone notice this morning the options at the top of a sheet now shows "Connections"? Really going to create an abundance of questions from end users for those of us the do not have the Data Shuttle Add On.
Hi Team, I am hoping to create an automation that will, on click - "New Product drop down YES/NO" cause a new folder to create with 2 sheets, 3 reports and Dashboard. Basically we have projects that we are doing and the structure is the same. So as we get another project all I was hoping for is a once solution to form the…
Hi, I have a series of users who access published reports to view schedules and are looking to open them in the mobile app however it automatically opens them in the web browser and even when they tap to open their mobile apps it won't open the published report in the mobile app. It doesn't matter if it's through the link…
Hello Smartsheet community, I am currently working on integrating Smartsheet with Salesforce CPQ using DataSync. However, I am facing an issue that is causing the integration to fail. Here are the details of the problem: I am using DataSync to synchronize data between Smartsheet and Salesforce CPQ. The integration was…
I am looking to create a form that will pull in current data tied to an ID from a sheet. I envision having the user enter the ID in the form and certain fields will pre-populate based on the entry. Is this possible, or is there an alternate solution?
Hi I have a question regarding the use of upload workflows and the unique identifier in data shuttle. I have an upload workflow that updates rows on my Smartsheet from an external database. To pull from this external database, I have the unique identifier set as the code from the external database. The problem is there are…
I have been on the phone with Smartsheet support this week but we have been unable to figure out what could be causing this issue. I am finding that the Calendar app is only Downloading one page of a PDF, cutting off any information that would be on the subsequent pages. Example below You can see the bottom four lines,…
Hi all, I'm confused on the roles of each of these products. Could someone please cover these for me? Thanks
How does the intake form get populated into the master summary sheet? Mine is not working and don't know if I did something wrong.
Hi all, I'm trying to make a global update to add a new profile data point (created date) to metadata and summaries. I've tried doing it with both the system created date column and a helper column replicating the created date column (read in another discussion that I should try that). Both result in an incomplete data row…
Is it possible to map a checkbox through the DocuSign integration? We have setup a sheet to automatically send and collect W-9 information using the DocuSign integration, including the sync columns feature. However, the Smartsheet does not appear to allow mapping to checkboxes, which are included on the standard W-9 (when…
Why do some users who have been added to the work app have the people with gear icon? What does it represent?
Me and my assistant are the only Smartsheet support for our company. I am trying to utilize Smartsheets for capturing issues as tickets. I have a dedicated email account for tickets. I am using the form for people to request support. But many times they will send email vs submitting the form. Is there a way to…
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