I'm trying to run a workflow to map data from an Excel file to a Smartsheet grid. I've taken the time to map the columns appropriately and created another column with ID numbers on both sheets that I hoped would serve as a reference point for the data to automatically populate. However, it's running for less than a minute…
I have successfully turned on the weekly export from smartsheet to sharepoint, but the action is "replace". I don't want to replace my file each week, I want a series of dated weekly backups for an audit trail. Is this possible?
Is it possible to export the images that have been embedded into a sheet, when the sheet is exported to Excel. It works when exporting to PDF but not Excel.
Hello all! I did a search, but can't find this exact situation in the community. I'm currently creating and updating a schedule in MS Projects and then importing it into Smartsheet. I've found that when I'm in the schedule in Smartsheet, select "import" and choose the MS Project file, it seems to create an entirely new…
We use Smartsheet for an auditing system but I need to find a way to output the information from each audit that produces an attractive, professional looking report. I have tried the dashboard within Smartsheet but it has too many limitations. We have static information but also information like audit actions that change…
Hello, I have records management policies and often need to get a list of all of the Workspaces, Sheets, Reports, and Dashboards I can at least view as an account member. I typically use the "Access.csv" report to do this, but it does not include a few useful things. I'm wondering if maybe there are workarounds I can…
I am trying to automate a function that we desperately need. We have a spreadsheet that is generated every morning and every night. I want to import it into a Smartsheet that I will use for a Dashboard. My problem is that every time I import the spreadsheet it creates a new Smartsheet and I lose my Summary fields. I need…
I would like to be able to add an image or Logo of a customer to an exported sheet/report that will be presented to them in pdf format. Currently the option is not available. I can include my Company Logo but I cannot add the customer's company logo or an image. The only option is to add this on a line within the sheet or…
I am using data shuttle to update information in smartsheet from an excel csv sheet. There are 6 columns I am having it update. When I run the data shuttle workflow it updates to the new source information including deleting the information in Smartsheet and changing it to a blank value. I have tried to use the filter…
