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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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Add Explicit Automation Order Execution
The ability to explicitly create an order of execution for automations rather than relying on the last modified date would be beneficial to Smartsheet Designers. My suggestion is to add a dependency dropdown box as part of the trigger box. The dependency dropdown box would self-populate with the names of automations…
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List of automation workflows
Having a list of all the automation worflows on all the sheets, or all the automation someone's name is on could be useful for maintenance. If some employee change responsability, it would be nice to easily find all the automatic workflow that they are involved in.
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Merged: Room for Automation Notes
This discussion has been merged.
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Merged: Add Descriptions to Automations
This discussion has been merged.
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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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Merged: Add Grouping to Report Exports
This discussion has been merged.
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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.