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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From an Admin perspective, we are looking to limit the ability of end-users to enable/trial add-ons and/or advanced capabilities. Does anyone know of any options for this? Thanks, John
I may be over thinking this but I want to be certain before making any changes. I have a multi-tiered CC solution. The first tier is customer level and the second tier is Project level. In the Project level toolkit I have a Project plan sheet that is the source of truth for the columns "Execution Status" and "Delivery…
Hi, I am exploring the "New Junction" in Bridge. When I add a value in Context using the dropdown, e.g. sys-animals, Bridge complains of unsupported module. Can someone please shed some insight into how the Context and Values To Check For can be used? Regards, AK
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