Add Ons and Integrations
Ask questions about Control Center, Dynamic View, DataMesh, Pivot App, Calendar App, or WorkApps.
Discuss connecting Smartsheet to your other systems with integrations such as Bridge, Data Shuttle, the Jira connector, and the Salesforce connector.
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Using Bridge and Conditional Junction to evaluate if a Checkbox is Checked
I'm trying to set up a conditional junction in Bridge to evaluate whether a checkbox is checked. The checkbox is not manually selected; it's calculated using a formula in the Smartsheet row (e.g., =IF(COUNT(CHILDREN()) > 0, 1, 0). When I use Get Row in the workflow, the checkbox field displays true when checked and false…
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DocuSign Integration Help
Hello, New to DocuSign integration. Have gone through the mapping wizard, but when it comes time to actually drag and drop the Smartsheet fields to the PDF, I cannot do so. I read through the Smartsheet instructions and noted that you have to update the Manage PDF form fill data option to assign to placeholder (see…
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Row ID for row created in the previous module is coming back as not existing.
I'm running into an issue in Bridge where a row I just created via the Add Row module, is coming back as not found when I try to use a Get Row module, referencing the row it just created. Goal: I have a workflow where I am adding a row to Sheet B, by copying data from sheet A. When that new row is created, an Auto Number…
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Data Shuttle: Duplicated Data with Different Creation Dates
Hello! I am working on a new Data Shuttle workflow and have come across an issue I haven't encountered before. I have to run an annual audit on a list of employees through a third-party site. I am able to download the query results of the audit from the third-party site, and I would like to use Data Shuttle to add results…
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How to remove rows from a DataTable using DataShuttle when the source sheet has rows removed?
I have a DataTable that is currently populated by a DataShuttle. When I upload the source report to a sheet, the data gets added into the DataTable via DataShuttle. The DataShuttle is configured to "add rows when added to the source file" and "update rows as they change in the source file". The unique column identifier is…