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Power Automate and Smartsheet
I want to use Power Automate to send a professionally formatted email with Smartsheet data embedded in it. For example, Power Automate would receive the person's name, email, and pre-filled form's link text (instead of a long URL) and compose/send an email. I know Zapier can do this, but our team doesn't want to pay for…
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Dynamic Dashboard Template Customization
I'm new to Smartsheets and learning by doing. Currently I'm working with the Dynamic Dashboard template to create my own Dashboard that filters for a given faculty last name, then pulls key details about them from a larger Faculty Information Sheet. I've worked out how to set a form that has a dropdown menu of all of their…
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Welcome to the Financial Services Community!
My name is Chris, I lead marketing for Smartsheet for Financial Services and am excited to get to know you all! This is a space for Smartsheet users that work in Financial Services to connect, share ideas, challenges, best practices and how you are using Smartsheet to transform Financial Services. Our Smartsheet team will…
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Automation Email Alert Issue - Grouping Notifications with Unique Subjects
Hi everyone, I've been experiencing an issue with an automation setup and was hoping to get some insights or solutions from the community. Problem When I configure automation to send an email alert to a contact after a trigger change, the system groups email notifications together even though each has a unique value in the…
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I cant login on the iphone app
I created an account on my laptop using my Gmail account and started a project. I downloaded the iphone app. I tried to login using my email and password and the password is not recognised. I tried to login using my gmail account on the app and the project I started is not shown, It's like a brand new account. I'm unsure…
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Data Shuttle source file is password protected
I am using Data Shuttle to import data into a DataTable from an Excel file that's password protected. After the workflow runs there's no data in the DataTable as a result. I've tested the same Data Shuttle workflow with a file that's not password protected, and it works fine. Is there a way to import data from a…
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Join-Collect from dropdown?
I have a column named Territory, where I am trying to write a formula to populate it when names are chosen from an adjacent drop-down list column called Employee Attendee. If more than one name is selected from the Employee column, I would like their respective territories to populate in the Territory field, separated by a…
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Resource Management Workload Schedule will not load
My resource management feature is functioning correctly within the extended license; however, the People Work Schedule and the individual project plan work schedule are not loading. My main concern is why the Workload Schedule does not display in the expanded view within the project plan. It is not loading for other…
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Time columns from Excel to Smartsheet via Data Shuttle
I'm trying to Data Shuttle an Excel doc from another system into Smartsheet. All is fine, except for the Start Time and End Time columns. They look like this in Excel: But when I pull them into Smartsheet via Data Shuttle, the columns show only the date part of those columns: I'm really only interested in the time…
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Undelete a Sheet as an ADMIN and Owner account is deleted
I recently switched licenses and had my assets transferred to another license owner. After obtaining the new license, i had the owner transfer back the workspaces. For some reason, the sheets within the workspace did not get transferred over. Now, the account of the license owner has been deleted, and i can see the sheet i…