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Discussion List

  • Keith MacKenzie
    Answered Keith MacKenzie 31 views 4 comments Most recent by Robert Allen
    First post 01/21/20,Last post 01/23/20
    Hi, I have a query that is looking for all Stories in about 25 epics. In addition I have pulling the 25 Epics via there IDs. I am only getting a some of the rows to come to Smartsheet. I am only pulling to SmartSheet nothing is pushing …
    Premium Apps and Integrations314
    Keith MacKenzie
  • Kenny Stolze
    Question Kenny Stolze 13 views 0 comments Started by Kenny Stolze
    First post 01/22/20,Last post 01/23/20
    I am trying to set up a column in my intake sheet that will be updated via cell link FROM the profile data. I understand I can use CC to set up my intake to push data to the profile data for a project. I essentially want to do the reverse…
    Premium Apps and Integrations130
    Kenny Stolze
  • Rob Sandberg
    Question Rob Sandberg 16 views 0 comments Started by Rob Sandberg
    First post 01/21/20,Last post 01/23/20
    We want to be able to display in smartsheets our backlog by rank. Meaning we want it displayed in the order the product owner has arranged it in. We also need to use JQL to get the detail we need. Here is the query that works as expected i…
    Premium Apps and Integrations160
    Rob Sandberg
  • Fabien Videotron
    Question Fabien Videotron 15 views 0 comments Started by Fabien Videotron
    First post 01/21/20,Last post 01/23/20
    In Datamesh, when the lookup value in the target sheet is blanked out (delete) or even changed to a value that has no match in the source sheet, all the mapped columns in the target sheet remain with the previous value which makes the data…
    Premium Apps and Integrations150
    Fabien Videotron
  • Alessandro Terranova
    First post 01/20/20,Last post 01/22/20
    Hi Community, I am in the process of creating a new Team workflow and I would really appreciate to discover how to easily import Trello Custom Fields into Smartsheet. I am aware of the Trello import procedure https://help.smartsheet.com/…
    Premium Apps and Integrations163
    Alessandro Terranova
  • Jason Duryea
    Answered Jason Duryea 41 views 4 comments Most recent by Jason Duryea
    First post 01/13/20,Last post 01/16/20
    We recently setup Control Center for creating project templates and rollup into dashboards and reports. Control Center is supposed to automatically add newly provisioned projects to a Summary Rollup sheet. It's been working fine since earl…
    Premium Apps and Integrations414
    Jason Duryea
  • Greg Brunt
    Accepted Answer Greg Brunt 13 views 2 comments Most recent by Greg Brunt
    First post 01/13/20,Last post 01/14/20
    Hi there. I want to pull through all project issues into a smart sheet using a JQL query filtering on "label" Can you assist on the JQL to be used Thanks Greg
    Premium Apps and Integrations132
    Greg Brunt
  • M. David
    Answered M. David 45 views 6 comments Most recent by Andrée Starå
    First post 01/03/20,Last post 01/14/20
    In the Control Center, I create a group of files each time a new project is started. I am being asked to create a report/sheet/dashboard that shows the date of the last time the project manager viewed/edited the sheet. If successful, this …
    Premium Apps and Integrations456
    M. David
  • Jenny McFarland
    Global UpdatesAnswered
    Answered Jenny McFarland 24 views 2 comments Most recent by Genevieve P.
    First post 01/10/20,Last post 01/13/20
    Hi, I wonder if someone can help please, we have made a global update to our project plan template. We now need to reflect this in our dashboards via the reports - but when in control centre there doesn't appear to be an option to update …
    Premium Apps and Integrations242
    Jenny McFarland
  • nerdesigner
    Answered nerdesigner 39 views 8 comments Most recent by Andrée Starå
    First post 01/06/20,Last post 01/11/20
    I'm trying to create some supporting graphics in Adobe XD to embed on my dashboard to make it nicer looking! However, when I try to add them to my dashboard with the Web Content Widget, I just get an error message that says the urls are in…
    Premium Apps and Integrations398
    nerdesigner
  • tcanelli41471
    tcanelli41471 46 views 3 comments Most recent by Andrée Starå
    First post 03/15/18,Last post 01/09/20
    Is there anyone that would be willing to work with me on the phone to work through this issue: I've created a sheet that has over 40 columns - it's my "master" sheet that feeds a bunch of reports that will be utilized by differe…
    Premium Apps and Integrations463
    tcanelli41471
  • Julie Green
    Julie Green 41 views 3 comments Most recent by EPayne
    First post 06/13/18,Last post 01/09/20
    The outlook integration as it exists is nice if you only have one or two projects.   As a single user I manage hundreds of projects at a time I would like to be able to sync my calendar to outlook in a more integrated format.  For example,…
    Premium Apps and Integrations413
    Julie Green
  • tgilles
    Accepted Answer tgilles 23 views 1 comment Most recent by Andrée Starå
    First post 01/06/20,Last post 01/08/20
    Hello, I am looking to remove 2-3 Invalid Dynamic Views so that I can no longer see them in my list. I am not the creator of these views, and the person who created them is no longer with the company, and also no longer has access to our …
    Premium Apps and Integrations231
    tgilles
  • Ami Veltrie
    First post 01/02/20,Last post 01/08/20
    My organization has changed some of our nomenclature and I need my 'intake' and "rollup' sheet columns to match the new naming convention. I don't want previous data to reflect the change, just want the go-forward data to reflect. W…
    Premium Apps and Integrations363
    Ami Veltrie
  • Michael Heisler
    Answered Michael Heisler 26 views 1 comment Most recent by Andrée Starå
    First post 01/03/20,Last post 01/04/20
    Hello, I am trying to add people under shared users but it only only has a limited number of names and it wont let me add in any outside of that list. What could be causing this? Thank you https://us.v-cdn.net/6031209/uploads/604/OM3OZ0K…
    Premium Apps and Integrations261
    Michael Heisler
  • Ezra
    Answered Ezra 21 views 4 comments Most recent by Andrée Starå
    First post 01/02/20,Last post 01/02/20
    TLDR: Needed to migrate project folders to a SysAdmin user after co-worker resigned. Now new projects don't fill into summary sheets properly and project folders are different URLs/Link IDs and can't run Update Reporting on them. --=====…
    Premium Apps and Integrations214
    Ezra
  • Gwyneth C
    Closed Gwyneth C 1 view 0 comments Started by Gwyneth C
    First post 12/30/19,Last post 12/30/19
    This discussion has been moved.
    Premium Apps and Integrations10
    Gwyneth C
  • cleversheet
    Answered cleversheet 23 views 1 comment Most recent by Andrée Starå
    First post 12/17/19,Last post 12/20/19
    Thanks to assistance from Andrée Stará, here's the cheat sheet I'll use for myself next time I need to implement filling a pdf with Smartsheet data and then routing it for signatures. I don't guarantee that every single step is identified …
    Premium Apps and Integrations231
    cleversheet
  • Terri Pavlovic
    Answered Terri Pavlovic 26 views 1 comment Most recent by Andrée Starå
    First post 12/18/19,Last post 12/19/19
    Any idea why I do not see "Immediately" as a frequency to refresh a pivot table? I see it in another pivot I have, but not this one which runs off a report rather than directly from a sheet. Gotta say, the Pivot App lacks functi…
    Premium Apps and Integrations261
    Terri Pavlovic
  • Charter Smartsheet Admin
    Answered Charter Smartsheet Admin 17 views 1 comment Most recent by Andrée Starå
    First post 12/18/19,Last post 12/18/19
    I'm seeing a new error in Data Uploader. I changed nothing in my configuration and tried to re-run, only to see a second error.  Have you seen this? Any idea how to resolve? Error 1: Error reading CSV file. Error: Parse Error: expected&qu…
    Premium Apps and Integrations171
    Charter Smartsheet Admin
  • Jacque214
    Jacque214 45 views 4 comments Most recent by DonnieKnightJr
    First post 09/03/19,Last post 12/17/19
    Has any one here done an integration with ConnectWise? We have a small company whose resources all work production support and project tickets. If I had a way to feed tickets from CW in so that I could display all open tasks for one perso…
    Premium Apps and Integrations454
    Jacque214
  • Pedro Cuberos, PMP
    First post 11/06/18,Last post 12/05/19
    Hi, I'm finding difficulties when trying to embed a form into a dashboard that is part of a template folder for control center. Due to the fact that this form is embeded through a link, the form keeps it's original destination sheet when …
    Premium Apps and Integrations373
    Pedro Cuberos, PMP
  • Jef Forward
    Jef Forward 32 views 16 comments Most recent by Andrée Starå
    First post 09/17/18,Last post 12/02/19
    We currently use a portfolio sheet that tracks our pipeline of clients and organizes them by stages. We love this sheet as it provides us with very useful management level information.  However, it does not allows us to manage the "wo…
    Premium Apps and Integrations3216
    Jef Forward
  • Natalia
    Answered Natalia 46 views 1 comment Most recent by Andrée Starå
    First post 12/02/19,Last post 12/02/19
    Hello. I use the Google Docs merge integration with Smartsheet, but within the last 2 weeks I continually receive an error when attempting to merge. The error reads: ScriptError: Service unavailable: Documents. The error appears when I att…
    Premium Apps and Integrations461
    Natalia
  • Annalisa Valentini
    Annalisa Valentini 21 views 1 comment Most recent by Genevieve P.
    First post 11/28/19,Last post 12/01/19
    When I try to access skype for business from my account smartsheet, an error popup "user is not SIP enabled" appears. I've accessed with my micorsoft account and I can use skype for business/microsoft temas out from the Samrtshee…
    Premium Apps and Integrations211
    Annalisa Valentini
  • FactionPMO
    FactionPMO 18 views 1 comment Most recent by Nathan Lloyd
    First post 11/20/19,Last post 11/30/19
    I use the jira connector to do our planning in smartsheet and push to jira. I'd like to link tickets to note, blocked by or breaks down, etc that exist in Jira, but I can't figure out how to do it in my Smartsheet planner. Is this possible…
    Premium Apps and Integrations181
    FactionPMO
  • PMA98681
    PMA98681 32 views 1 comment Most recent by Andrée Starå
    First post 11/25/19,Last post 11/26/19
    Good Day All,  I am trying to familiarize myself with Dynamic View. My questions is, upon sharing the view with someone (lets say I share with my accountant) how do we send requests to update things WITHIN dynamic view?  Let me propose a…
    Premium Apps and Integrations321
    PMA98681
  • mavalos
    mavalos 22 views 2 comments Most recent by mavalos
    First post 11/20/19,Last post 11/25/19
    Hello everyone, I've been using Smartsheet to keep a timeline for my projects in Jira. So far everything has been working great but I noticed an issue when reordering rows. When I do this, after a few hours, the rows will return to thei…
    Premium Apps and Integrations222
    mavalos
  • jbve
    jbve 83 views 6 comments Most recent by Andrée Starå
    First post 12/01/18,Last post 11/22/19
    What I'd love is for an assigned task to create a new Planner task and be linked together when changes happen to either side they update each other.    Primary use case is that the majority of people who will access Smartsheet in our comp…
    Premium Apps and Integrations836
    jbve
  • monique.mason111691
    monique.mason111691 23 views 1 comment Most recent by Alejandra
    First post 11/18/19,Last post 11/21/19
    Hi, The PDF download does not print the calendar month at the top.  Strange the month does not appear at the top of each calendar month PDF download.  Can someone please assist?  The only options for viewing the month include: 1. Print l…
    Premium Apps and Integrations231
    monique.mason111691