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Am I doing it wrong? Salesforce connector, Mesh, control center, Data shuttle ugh and now RM
:) Replacing a JIRA system that was not really used well with Smart sheet and Sales force in a united front to try and perform work flow, report out, and track time, then export for billing back to Salesforce. High level, we have a pre sales sheet that captures input from Salesforce on win, loss, and or type of project.…
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Databricks ODBC Ingestion
Hello! Is there an existing way to pipe data directly into Databricks from Smartsheet workspaces? We understand the capabilities of the API and python SDK, but are curious about other out of the box offerings with enterprise systems.
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MS Power Automate Get Last Row of Data
The desired flow is: Smartsheet form is completed which includes three key pieces of info: Name, Email, Waiver This creates a new row in a Smartsheet A Power Automate flow is triggered where it checks specifically the Waiver (which is a dropdown either needed or not needed). If needed, the flow continues. I built an…
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Automations Tracker
I have a workflow with nearly 40 automations, half of which are email-based requests for updates with various sets of triggers. While I know the automations work, due to months of testing, when our system went live to the institution, I became very worried that the automations wouldn't run and I'd have no idea whether or…
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How do I include field changes in an email (Automation Question)
Hello: I am creating automations for several of my SmartSheet projects. I have successfully created an automation that alerts me when there are changes to any of 5 critical values in a row within my sheet. However, I am trying to determine how to include which of those 5 values changed in the alert email.
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User Interface to collect smartsheet data
I have a smartsheet with data, I would like create a UI for other people where when they just type one of the specific data (such as name) and information about that row pops up without even opening the smartsheet. So it is easier and quicker to retrieve data.
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Replacing form entries instead of copying
I have a smartsheet with a form automation that collects information like a survey. However I want to make it so when an entry with detail such as name is already in the smartsheet it replaces it with the new form data rather than creating a new entry.
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Invalid Workflow - need help in resolving issue
I have an intake sheet where entries are added needing approval. I have a column set by a formula that looks up the type of request to determine the number of approvals needed. I was trying to send out the approvals right away but the formula wasn't resolving fast enough so I now have another workflow that sest a column…
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How do I limit the number of entries under the same company name
I have a list of companies that are allowed 2 complimentary registrations. I want a notification sent if a third registration is added that tell the company rep they need to pay for the third registration. I have a list of company names with the contact information. I then have the registration list with a form for…
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Bridge - New Row to SharePoint list
Good morning, I'm working with Bridge and still getting used to the capabilities, and more importantly, the syntax. Perhaps this is not the best option as I am generally pretty good with code, and there is a lot that seems to be hidden or overly simplified. So my "simple" question is how do I set up a Bridge to add data…