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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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Best option for a simple cross-table join.
I want to do what I think is a simple cross-table join. I have a table with a list of project week start dates (lets assume 40 weeks). I have a separate table with a list of all resources working on the project (lets assume 20 resources) I would like an automated way to create a new master table which has a row for unique…
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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…
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Automation and Forms
If i have a Microsoft template that i have to collect information and fill out. If i created a form to collect the information that's needed for the Microsoft Template, Is there a way to utilize the information from the sheet to automatically fill out that template and email it out to respondents on the list?
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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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Allow Automations to send PDFs of Reports
When I go to Print a Report, the print box asks me a few things including if there is a note I want to add to the header of the report. I have used this feature to add Contact and Address Information to the PDF that is created. Rather than downloading a "print" of the report and manually emailing them, I would MUCH RATHER…
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Question about error code 4000
Hello Smartsheet Api support team, I've been developing python scripts on Azure function and they've been working without any issues until recently. I keeping got some generic error when attempting to add or update rows. I repeatedly got the error code 4000. {"result": {"code": 4000, "errorCode": 4000, "message": "An…
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My entire sheet is showing Invalid Argument Set
Hi! I'm pretty new to Smartsheet so I have no idea what I did or how to fix it. BUT we're using it as in invitation platform for an event we run. On my Registration sheet, it pulls data from the Data Intake Sheet. The Data Intake Sheet had an extra column called Travel Group that the Registration sheet did not have. This…
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Recipients of an automated workflow notification are not receiving emails
"Hello Jake, a recipient isn't receiving alerts from Invoice Status Update" notification We created a form that feeds into a grid sheet and it has automated workflow to notify users from a cell (client emails) when criteria like "Received" and "Completed" are met Most of them work fine, but we have a group of them which…
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Data shuttle upload error to client sheet with a locked store id column
Seeing if anyone has a similar experience or guidance. We have two sheets which we are using data shuttle between: • Client project tracker • Internal project tracker We have setup matching column names and types, which we want to use data shuttle to communicate updates between our two sheets. We pull unique store numbers,…