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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,…
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Changing cell value automatically based on form responses
I have a form that will be filled out internally. There's a cell labeled "Department" which contains 8 dropdown list values. There's a another cell called "Executives" which are the leaders of these departments. In the form, I'm attempting to do a logic where when you choose a specific "Department", then the cell…
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How do I "check a box" in one sheet based on criteria from a separate sheet?
Ideal Outcome: I get weekly training reports generated to sheet "x" and when someone is marked as "complete" in the training reports, I want to have a box in sheet "y" be checked. Is there a way to automate this process without copying loads of unnecessary data into the tracking sheet (sheet "y")
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Make REST API Calls with an Automation
It would be beneficial to be able to leverage Smartsheet Automations to make REST API calls. This has many potential use cases, but one I could see is adding users to Smartsheet groups when the are added to a 'roster sheet' in Smartsheet. It would allow us to use the full power of Smartsheet's API within easy to use…
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Automated Dashboard Snapshots & History
Problem: Current Limitations Ephemeral Data: Dashboards are "always live." As soon as the underlying data changes, the previous state of the dashboard is lost forever; there is no native way to view "what the dashboard looked like last Friday." Manual Workarounds: Users must manually use snipping tools or "Print to PDF"…
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Customer file name stopped working when generating pdfs
I am working on a sheet where employees enter info into a form, the request is approved/denied by the supervisor, and if approved a pdf is automatically generated. The fields to my fillable pdf are all routed correctly and work, but I am having problems with auto naming the files correctly. They all are named after the…
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Public links to sheets in automated emails?
I am trying to send non-Smartsheets users information on forms. I know I can create a publicly accessible and editable link for the overall sheet/form, however, when I set up automated emails with links to the forms, the links to sheets/rows still require a login. Is there any way to get around it so that emails sent…
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Editable AI Dashboard Widgets & Dynamic Data Sources
Problem: Current Limitations Locked Data Sources: Once an AI-generated chart is created on a dashboard, the underlying data source selection is locked. You cannot simply "Edit" the widget to add a new sheet. Inability to Scale: If a project expands (e.g., a new team sheet is created), the existing AI visual cannot be…
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Batch Sheet Creation from Template
Problem: Current Limitations Manual Repetition: Provisioning a large project (e.g., 50+ distinct team sheets) currently requires manually executing the "Use Template" or "Duplicate Sheet" workflow 50 separate times. Time-Consuming Setup: There is no native bulk-action to instantiate multiple files at once, creating a…
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User Types for Update Requests/Forms
Hi there! Our Account Manager today informed us that users would need to be paid members to receive and complete Update Requests going forward. I can't imagine that Form users would need to be members, but I don't know how that differs from Update Requests, since neither requires access to the underlying sheet. Is it…