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Archives for March 2020

Pivot functionality of smartsheetAnswered Question

Answered Anirban Roy 40 views 11 comments 0 points Most recent by Genevieve P 04/05/20Premium Apps and Integrations

First post 03/30/20,Last post 04/05/20
Hello I have an existing excel which does the below job using pivot table. For each project iCode, for each RFC if we have same PO and same line item then we are adding the cost. Hence for the first 2 lines we are adding. Again for line 4…
Premium Apps and Integrations4011
Anirban Roy
How to see what row data has been updated with datauploader?Answered Question

Answered Julia C Peterson 10 views 1 comment 0 points Most recent by Genevieve P 03/30/20Premium Apps and Integrations

First post 03/27/20,Last post 03/30/20
Is there any way to see what data on a sheet has been updated/modified after a datauploader run?
Premium Apps and Integrations101
Julia C Peterson
Integration with DevOpsAnswered Question

Answered sbrelage 18 views 7 comments 0 points Most recent by Dave Gordon 03/30/20Premium Apps and Integrations

First post 03/26/20,Last post 03/30/20
I'm looking for some help setting up my integration from Azure DevOps to Smartsheet. Anyone have experience with that integration?
Premium Apps and Integrations187
sbrelage
Using Data Mesh on Template SheetAccepted Answer

Accepted Answer Chloe K. 12 views 1 comment 0 points Most recent by Genevieve P 03/30/20Premium Apps and Integrations

First post 03/26/20,Last post 03/30/20
Hello, If I set up a Data Mesh on Sheet A and then create a copy of Sheet A by doing "save as new", will the Data Mesh target remain on Sheet A only? Or will it now target Sheet A and Sheet B? Would it be better to use an Index/M…
Premium Apps and Integrations121
Chloe K.
Error code: 500! in DataMesh

JessMK 14 views 1 comment 0 points Most recent by Sean Morgan 03/24/20Premium Apps and Integrations

First post 03/23/20,Last post 03/24/20
I was trying out DataMesh for the first time and ended up getting the following Error message: Error code: 500! undefined method `[]' for nil:NilClass As it is very non-descriptive, I have absolutely no idea what I did wrong. Has anyone el…
Premium Apps and Integrations141
JessMK
Submitting Proof in Card ViewAccepted Answer

Accepted Answer Thomas Licata 17 views 3 comments 0 points Most recent by BrianBosché 03/23/20Premium Apps and Integrations

First post 03/23/20,Last post 03/23/20
I have enabled proofing in my sheet and see the option for it in grid view, but when in card view I don't see how to submit a proof. I couldn't find any answers online and wanted to see if I was missing it! Thank you.
Premium Apps and Integrations173
Thomas Licata
Changing names of Pivot Table columnsAnswered Question

Answered Carolina Asensio 28 views 1 comment 0 points Most recent by Debbie Sawyer 03/26/20Premium Apps and Integrations

First post 03/23/20,Last post 03/26/20
Hey! I created a Pivot that will be updated daily (source data changes daily). When I set up the pivot, the name of the columns is like this: "AMS-CNT-Test Instance ID", since I am applying a count of "Test Instance ID"…
Premium Apps and Integrations281
Carolina Asensio
When using the Calendar App, is there a way to adjust the field size shown in the details entry?Accepted Answer

Accepted Answer Jodi Wabiszewski 16 views 3 comments 0 points Most recent by Andrée Starå 03/21/20Premium Apps and Integrations

First post 03/19/20,Last post 03/21/20
https://us.v-cdn.net/6031209/uploads/398/KDCABFXVZUFE.jpg
Premium Apps and Integrations163
Jodi Wabiszewski
Calendar Coloring Not workingAnswered Question

Answered Sarah Ko 20 views 2 comments 0 points Most recent by Sarah Ko 03/23/20Premium Apps and Integrations

First post 03/19/20,Last post 03/23/20
Hi Community, I thought i had my filters set up correctly, see screen shots of those color systems below, but my calendar doesn't reflect that (see below for screen shots of calendar and settings). The items showing in the calend…
Premium Apps and Integrations202
Sarah Ko
Datamesh - way to transfer only parent row to sheet?Answered Question

Answered KellyAnne Brophy 23 views 1 comment 0 points Most recent by Nathan Lloyd 03/25/20Premium Apps and Integrations

First post 03/18/20,Last post 03/25/20
Hi all, I'm currently experiencing an issue when I try to DataMesh a Pivot Table to an existing spreadsheet. My Pivot Table is my Source Sheet, and I use the existing spreadsheet as my Target Sheet. The Pivot Table is set up where each r…
Premium Apps and Integrations231
KellyAnne Brophy
Smartsheet Mail Merge suddenly not working.Answered Question

Answered Daniel O'Malley 20 views 3 comments 0 points Most recent by Genevieve P 03/19/20Premium Apps and Integrations

First post 03/18/20,Last post 03/19/20
We have been using smartsheet merge to send out PO forms to vendors. We pull the necessary information into a google doc and send it out to two different email addresses. I was recently notified that the vendors and managers that receive t…
Premium Apps and Integrations203
Daniel O'Malley
Slack or Microsoft TeamsAnswered Question

Answered Paul Hornell 21 views 6 comments 0 points Most recent by Richard Heath 03/19/20Premium Apps and Integrations

First post 03/18/20,Last post 03/19/20
We already use Smartsheet extensively throughout our business (ca. 120 employees in 4 locations). We're currently considering implementing either Microsoft Teams or Slack and are keen to hear other users recommendations regarding how wel…
Premium Apps and Integrations216
Paul Hornell
Calendar App- Multiple date displayAnswered Question

Answered Sarah Ko 12 views 1 comment 0 points Most recent by Genevieve P 03/18/20Premium Apps and Integrations

First post 03/17/20,Last post 03/18/20
Hi there, I've been searching the learning center but can't find my answer. Our projects track events by EITHER a start/end date OR Due Date/Activation Date. Is there a way to display BOTH dates on the calendar app? The settings …
Premium Apps and Integrations121
Sarah Ko
Adobe statusAnswered Question

Answered caitlin106771 15 views 2 comments 0 points Most recent by BrianBosché 03/18/20Premium Apps and Integrations

First post 03/17/20,Last post 03/18/20
Hi there! My business uses Adobe products on a daily basis. Does anyone know when we can expect to see this integration? At ENGAGE it seemed like it would be soon.
Premium Apps and Integrations152
caitlin106771
Calendar formatting to indicate event is cancelledAnswered Question

Answered Julia C Peterson 14 views 2 comments 0 points Most recent by JessMK 03/18/20Premium Apps and Integrations

First post 03/17/20,Last post 03/18/20
Hi, I'm wondering if there is something like conditional formatting for the Calendar app where if the Status Column of the source report = cancelled, then the event would be highlighted is a different color. That would be ideal, but if any…
Premium Apps and Integrations142
Julia C Peterson
Calendar App with Parent Child hierarchyAnswered Question

Answered Heather O'Shea 25 views 2 comments 0 points Most recent by Francine Haman 03/24/20Premium Apps and Integrations

First post 03/13/20,Last post 03/24/20
I am looking for a way to show the parent child relationship within our calendar. For our events, we want to show the event name (parent), then each task (child) so they are sorted and bundled together as they show in the sheet. I am at…
Premium Apps and Integrations252
Heather O'Shea
Advice: Looking to create a Global Onboarding SmartSheetAnswered Question

Answered Stephanie Bauder 10 views 1 comment 0 points Most recent by Andrée Starå 03/11/20Premium Apps and Integrations

First post 03/11/20,Last post 03/11/20
Currently our organization uses 3 separate sheets (one for each region) to track the status of onboarding our new hires. We capture things like: New Hire's Name, Start Date, who the offer letter was assigned to, when the OL was created, Dr…
Premium Apps and Integrations101
Stephanie Bauder
Is there a way to use OR in a Dynamic View filter condition?Accepted Answer

Accepted Answer MikeChambers 14 views 3 comments 0 points Most recent by Andrée Starå 03/12/20Premium Apps and Integrations

First post 03/09/20,Last post 03/12/20
In a View, I can create a custom filter that selects where the Project Lead is "Mike" but I want to also say "OR Debbie." Is that possible? It looks like I can only choose AND. https://us.v-cdn.net/6031209/uploads/814…
Premium Apps and Integrations143
MikeChambers
ADVICE: Any issue or recommendations around Inbound links into the Project Intake sheetAccepted Answer

Accepted Answer Mary_A 31 views 4 comments 0 points Most recent by Andrée Starå 03/15/20Premium Apps and Integrations

First post 03/09/20,Last post 03/15/20
I have some use cases that would make it important to be able to have inbound links into the Project Intake Sheet. So, for example, I have a Schedule/Task Sheet that has times on it, I want to: create the times in the Scheduled/Task Sheet…
Premium Apps and Integrations314
Mary_A
Integration with Power BIAccepted Answer

Accepted Answer Scott Rae 25 views 1 comment 0 points Most recent by Ella 03/09/20Premium Apps and Integrations

First post 03/09/20,Last post 03/09/20
Hi, I'm trying to link my data to Power BI in order to analyse it. Dos anyone know whether or not changing the formatting of data in Power BI would also change the format within Smartsheet? I assume not but thought best to check first? Che…
Premium Apps and Integrations251
Scott Rae
Can I create an auto generated field with a "Last Update" date?Answered Question

Answered mkilci 25 views 1 comment 0 points Most recent by mkilci 03/09/20Premium Apps and Integrations

First post 03/09/20,Last post 03/09/20
I want to create a field with last update date. Is there such an option? I created a field and labeled it Last Update Date. Now somehow it is part of the Gant Chart and not editable in Dynamic Views? Thanks in advance for any advice.
Premium Apps and Integrations251
mkilci
Control Center - Projects are not Auto Provisioning and creating a Project LinkAccepted Answer

Accepted Answer bradleyesmith86431 25 views 3 comments 0 points Most recent by bradleyesmith86431 04/03/20Premium Apps and Integrations

First post 03/06/20,Last post 04/03/20
We have an intake Project Sheet and Active Project sheet and when we move a project from the pipeline sheet to the "Active Project" sheet, it is not auto creating the Control Center Project Workspace. I am not sure what I shoul…
Premium Apps and Integrations253
bradleyesmith86431
Data MeshAnswered Question

Answered kari1282 21 views 1 comment 0 points Most recent by Ella 03/09/20Premium Apps and Integrations

First post 03/06/20,Last post 03/09/20
Hi I'm currently running Data Mesh keeps choosing the Child row instead of the Parent row when running the report. Is there a way to get it to choose the parent row. Thanks Karrie
Premium Apps and Integrations211
kari1282
JIRA Connector, Fields with multiple valuesAccepted Answer

Accepted Answer fred sodergren 17 views 1 comment 0 points Most recent by Nathan Lloyd 03/11/20Premium Apps and Integrations

First post 03/06/20,Last post 03/11/20
I have a sheet that reports on every ticket in a sprint. I'd like to know when a ticket has been in more than one sprint. SS shows me one sprint (grey) https://us.v-cdn.net/6031209/uploads/656/M0RDKK67F401.png while JIRA shows multiple (+…
Premium Apps and Integrations171
fred sodergren
Sending Alerts to Microsoft TeamsAnswered Question

Answered Ramsay Zaki 31 views 1 comment 0 points Most recent by Genevieve P 03/11/20Premium Apps and Integrations

First post 03/06/20,Last post 03/11/20
I am having issues getting this integration to work. Within Teams, I have added the Smartsheet Bot to my team. The screenshots shown in Smartsheet's setup instructions don't exist in Teams (it seems Teams has changed their setup procedures…
Premium Apps and Integrations311
Ramsay Zaki
Dynamic view - The row was filtered out by the view error when saving changesAnswered Question

Answered Andrew K 19 views 1 comment 0 points Most recent by Genevieve P 03/09/20Premium Apps and Integrations

First post 03/04/20,Last post 03/09/20
I have a report that pulls in data from multiple sheets. I created a dynamic view of that report. Whenever I try to change a cell's data using the details pop out I get an error saying, "The row was filtered out by the view". …
Premium Apps and Integrations191
Andrew K
Can l transfer ownership of a dynamic viewAccepted Answer

Accepted Answer Silvia Rangel 17 views 1 comment 0 points Most recent by Andrée Starå 03/04/20Premium Apps and Integrations

First post 03/04/20,Last post 03/04/20
hello Community, Is it possible to transfer ownership of a Dynamic View??? Thanks!
Premium Apps and Integrations171
Silvia Rangel
IFTTT IntegrationAnswered Question

Answered Jon Stikka 41 views 1 comment 0 points Most recent by Andrée Starå 03/04/20Premium Apps and Integrations

First post 03/03/20,Last post 03/04/20
Surprised to see no inquiries or requests on Smartsheet and IFTTT integration. Looks like it works with Zapier, but can't find anything with IFTTT. Is this being looked at for future?
Premium Apps and Integrations411
Jon Stikka
Check Box showing as read-only in Dynamic ViewAccepted Answer

Accepted Answer Silvia Rangel 14 views 3 comments 0 points Most recent by Andrée Starå 03/02/20Premium Apps and Integrations

First post 03/02/20,Last post 03/02/20
Hello, I am working on a DV for an external party to submit updates to a project. The specific field that I have issues with showing as read only in the DV is a column setup as a Checkbox, I do have a formula in there that checks the box …
Premium Apps and Integrations143
Silvia Rangel
Choosing another Web Calendar to link my Smartsheet CalendarAnswered Question

Answered Harvey Mon 25 views 4 comments 0 points Most recent by Harvey Mon 03/18/20Premium Apps and Integrations

First post 03/02/20,Last post 03/18/20
How will I remove the default link (outlook) when i want to link my Smartsheet Calendar to another web calendar?
Premium Apps and Integrations254
Harvey Mon

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