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Updates via webform
I have a business rule list in SharePoint. When updates are needed, the change management process is managed in SS. Currently, the user has to tell us the ID number and name of the business rule manually. Lots of room for error. We would like to be able to pull the ID number from a drop down which then allows the data to…
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How do I give an outside user access to ONE row of a spreadsheet?
Here is the deal. I run a wedding video studio. I just made a smartsheet questionnaire (form) to have all of our videographers answer from the smartsheet app on their phones at the end of the shoot to inform the editors of anything they need to know about, etc. One of the questions asks them to upload photos they took from…
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Showing Only the Parent Rows in a Dashboard Chart
Hi - I have created a dashboard to show pie charts of my data. My problem is that the pie chart wants to include every single row as a data point, I only want to show the parent rows and not the children. I used the formula "=Count(Ancestors(row))". This gives me a 0,1,or 2 based on how many ancestors the row has. But I'm…
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Data Mesh Error
Hi, I am using Data Mesh for the first time. I am trying to populate my target sheet with a report. There is a sheet that feeds the report. New rows may be added and existing rows will be edited frequently. So, I believe choosing "Copy and Add Data" is the correct choice for Data Mapping Format. I have 2 rows in the target…
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Setting date in Project profile data from Master intake form
Am I missing something? I've been trying to push the start date of a project from the intake sheet (via intake form date input field) without success. Upon spinning up the project in SCC, I get the error: * Failed to update template field(s) for "Project Profile Data" (Code: 5536 - Message: The value "04-27-2018" could not…
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Regarding DocuSign integration: Is there any way to combine Workflow + attachments?
I'd like to use the workflow to have a variety of fields and the signees autofilled, but there doesn't seem to be a way to include an attachment from smartsheet in the workflow. Alternatively, I can create an envelope from an attachment in Smartsheet, but then I have to rebuild the fields every time and I can't have them…
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Get cell value by api rest
Hello, We need to get a specific cell value given the row and column id via an api call. I get one way getting the history of the cell but this call has a problem when you call more than 10 times in a couple of second, do you have another solution? Thanks Miguel
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Alerts to Microsoft Teams
When trying to set up an alert to Microsoft Teams from a Smartsheet Workflow I am getting the below permissions message. I have spoken to my Office 365 Admin and he is not sure what to do. Is there a link to an instruction on how to do this. This seems like it should be straightforward but I can't find anything.
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Dashboard Viewing - Send as PDF
There are options to send sheets and reports on a recurring basis, but there is currently NO way to send a Dashboard as an email attachment on a recurring basis. The dashboard link is difficult to view on an ipad or mobile device. We would love to see the option to send a dashboard as a pdf or png attachment to an email on…
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Moving to Salesforce Lightning - no support for Smartsheet Integration?
Hi all, We are moving Salesforce from classic to Ligtning and discovered that the Salesforce integration (NOT the new connector) is not supported. So we can no longer link Smartsheets to our accounts or records. Have I read the material wrong or has anyone had experience with Lightning and found a way to make this work.…
