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How to delete/transfer existing JIRA connector workflow which was created by EX team member
For one of my existing intake process, we have connected the same with Jira board using JIRA connector and now the connector is not working and person who created has also left organisation. I am not able to create another workflow for the same sheet as its restricted and i am not able to delete the existing workflow as…
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Excel Tab Changes Impacting Data Shuttle
Hi - I have a data shuttle set up from a shared Excel file into a smartsheet that I use to basically alert me when changes are made to the excel by users other than myself. When I set up the data shuttle, the tab that I was referencing was Tab 1. Now the users have moved the tab and it is Tab 3. Do I need to update my Data…
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Datamesh multiple data to single data field
Is it possible to setup a Datamesh that carries multiple data from a source sheet to a single data field in a target sheet? For example, when name in Name target = Name source carry over ALL data points from #s source to #s target and dates source to dates target such as in below screenshot. Help is much appreciated.
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Can Bridge use Smartsheet APIs with HTTP Call Utility Function?
Hi, I'm trying to manage some automated attachments of files to rows in Smartsheet. I've gotten to the point of retrieving the file from its source and am ready to upload it to a Smartsheet row via API. I also have this API request working in Postman. Where I am struggling is when I try to implement this API request in…
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Automating Invoicing
Hello, I am trying to wrap my head around how I can get smartsheet and the Generate documents function to create an invoice based on a form submitted. I was able to figure out the right balance in the form itself and how to connect the fields to populate each invoice. Where I am having issues, is each form submitted can…
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Auto Attach Report .pdf to new source sheet row
Is it possible to take data from a Report and have it auto export as pdf/excel file and attach that new file to another sheets row? Case: We have a User Access process built and once a month, the primary owners of each software need to review the user access as a pdf file. We were using the "Send as Attachment" feature in…
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Monthly Initiative Tacker & Linking Cross-Functional Support Plans
Hello, I have created a Monthly Initiative Tracker Sheet that captures the initiatives our organization launches each month. These initiatives are supported by cross-functional teams like Communications, Social Media, Training... Each one of these teams have there own sheets for items (launch emails, Social Posts, Training…
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DocuSign Generate Document Issue
I currently have a template mapped out with the columns I want text to be generated in, however I have an issue where if there's too much text, it will overflow into the next lines and obscure the text of other fields. I know when you generate a document as a PDF it will adjust the field/text for it to fit, but I'm lost at…
