We're provisioning projects via Control Center and the team would like to have a form on their project dash to ask questions/provide comments on data presented in the dashboard. I've thought of two ways to approach this, but am not sure how to implement either solution: Is there a way for the embedded form on the dashboard…
I set up a connection with Data Shuttle to import from an Excel file stored in 'Box' cloud server. When I have the Excel file open it seems to be able to import the data correctly. But if I have the Excel file closed it doesn't seem to update any data. Does anyone know what is causing this issue?
With Bridge, we have been able to get ‘per-user utilization’ during a custom timeframe from resource management. Which provides us the User’s name and ID along with their utilization for that timeframe. Using this metric, we are attempting to get user utilization by project. (User hours assigned to a project, during a…
Hi All I'm trying to use the automation in the data shuttle - all seems to be mapped correctly but I keep getting the notification the columns in the target sheet are restricted. Do you have any idea what does that mean please? I have unlocked any locked columns but it still doesn't seem to be working. Any help would be…
I have created a Calendar where the items on the calendar are filled with color based on Group 2 (see screenshots). I have selected that I do not want Group 2 displayed and yet I can't seem to remove it from the the view. It is redundant because there is a legend that is included on the print version of the calendar. I…
Hi all, I've been supporting a project that's utilizing Smartsheet's offline form submission. We want to capture the date of each form submission. However, since this is a large and fast-paced project, and we're doing A LOT of data collection, I tried to minimize the friction a person experiences while collecting data. So…
I have a daily data shuttle that brings in data from a Pivot Table via Excel. I have attached a screen snip of my filters. It does not bring over any credit values (Example: -$200.00) and I need it to for accurate reporting. Please advise on how to correct my filters so all applicable data shuffles in.
I know you can use the add-in with your personal email inbox, but wondering if it can be used with a shared email inbox?
We use a dashboard to display different reports for tracking program progress. I have my current dashboard set up to display a report that pulls from a grid. When the user clicks on the report display, it opens the dynamic view of the grid, where they can make updates using the panel. The updates to the dynamic view are…
Hi there - I have a client who is not able to edit one of the fields in a Dynamic View. This particular field shows a % sign in the right-hand side of the view. Does anyone have any experience with this or have an idea of what this could be from?
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I have learned that each one of the Smartsheet add-ons have a specific step that does not seem to be listed in the training tutorial. I am creating a new Data Shuttle workflow and I want to run the workflow as a sheet attachment. This option never seems to appear to begin my process. Do you first have to create the…
Hi I have created a DV and will need to allow the users to add New. When I created the necessary fields for a new request, I don't see the ability for the end user to add in an attachment like you can with Forms. On the View Display, I have checked the boxes "Display Attachments" and "Users can add attachments". Am I…
Hi all, I was just informed by our I.T. Dept that Microsoft is killing the Outlook Add-in. We use this add-in quite extensively. Is anyone out there aware of a quick and easy way to attach emails to specific rows in specific sheets? It sounds like we have until June when Microsoft will be permanently disabling Legacy…
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