Best Of
Re: Smartsheet and Excel
You can skip the live data connector by publishing the sheet and then using that as a data source in Excel. It only brings in what is published though, so filtered rows and hidden columns do not appear. You can set the refresh rate to be pretty frequent as well as when the excel file is opened.
Paul Newcome
Re: How do you use Smartsheet with Microsoft Teams?
Hi @Cole_T
The image below shows the standard Power Automate Smartsheet triggers you can use.
The "When a new row is created" trigger is perhaps the most useful.
You can use Smartsheet's automation to copy rows to the triggering or target sheet with the necessary business condition, as shown below.
Then you can set the 'Sheet Id' of the target sheet, as shown in the image above.
With this method, you can utilize your Smartsheet knowlege to filter the necessary triggering Smartsheet action.
The trigger provides the newly created (copied) row's information in the "body" field.
The initialize-value action below uses a simple formula to retrieve the value of the first cell.
As shown below, the action successfully gets the cell's value, which you can use in a later Power Automate action.
The image below shows an advanced flow that is triggered when a row is created, retrieves the 'Sheet Id' and 'Row Id', fetches the attached file via an HTTP call, and then uploads the attachment to OneDrive.
FYI, below are the search results for my comments on Power Automate in the community.
Re: Hyperlinks No Longer Appearing in Approval Notification Emails
Hi all,
Thank you for bringing this to our attention! We've determined that hyperlinks not working in notification emails is caused by a bug and our Product team is working on a resolution. We are not able to provide a time-frame on how long the resolution could take but we are doing our best in order to have this fixed as soon as possible.
Thanks,
Georgie
Georgie
Re: File Attachments part of Smartsheet Forms Notification Email
@Jan Vincent Gabriel I was able to get the company I worked at to purchase a license. I don't work there anymore, but they have continued to expand their usage of power automate and I was able to train my colleagues on how to update the workflows. It's an amazing tool!
Louise Walisser
Re: Blocking users from moving rows while being able to edit...
Give them Edit permission, and they should not be able to modify sheet structure.
https://help.smartsheet.com/articles/2483288/sharing-permission-levels
Ignore that,.
You can set up Dynamic View for the sheet.
heyjay
Re: Using Sheet Summary Field in a Workflow Alert
So many holes in the SS Functionality... The answer is "No" it cannot. SS Should be able to reference any form, sheet or sheet summary directly but for some reason it doesn't. I have a link I want to include in the workflow messages. To do that I have to set a column to a value to lookup those values form another sheet where all my links are located. I trick the column starting an INDEX function so I can use that to create a named reference to another sheet then remove the INDEX leaving the column function as just "{Othersheet:Myfiled}" and convert that to a column function.
With pointers, and addresses, it shouldn't matter and we should be able to reference other sheets without duplicating columns!
RAllen
Re: Is the a formulas that counts cells? Sheet limit question
Hi @Kimbh
I use the Sheet Summary fields to count columns and rows and then multiply them to get total cell count.
TtlColumns: =COUNT([ColA]1:[ColZ]1) + COUNTIF([ColA]1:[ColZ]1, "") + 1
TtlRows: =COUNT([ColA]:[ColA]) + COUNTIF([ColA]:[ColA], "")
TotalCells: =TtlColumns# * TtlRows#
(Replace ColA and ColZ with your first and last column names)
In a new, blank first row, use an existing column to reference the TotalCells# field from the Summary pane AND have specific text (TOTAL CELL COUNT) in another column to use as a condition for automation. (I color this row orange.)
Automation notifies me when that number is greater than 350,000 and the other column contains the specific text.
When I reach the limit I delete rows. If we need to retain the info, I'll create a new sheet from the existing and then delete the data on the existing sheet. My example is an archive sheet that has rows automatically moved to it.
Hope this helps!
KarinR
Re: How to Get Attachment to Work on Automation
Thank you very much for your response, Louise! Definitely would be a good enhancement for future Smartsheet updates. I made a workaround by adding a new Automation Sent Checkbox column and changing the automation to:
Trigger: When rows are changed AND when 'Send Automation' changes to 'Checked'
Action: Request an approval.
Apparently, making an approval action sends the attachment(s) no matter when they were attached. Now the client just has to open the request to download the report(s). It seems to be working so far!
Alexandra G
Re: Editing Dashboard and Worksheet
If you created them, you should be the owner. I would suggest reaching out to a sys admin to confirm your seat type hasn't been downgraded.
Paul Newcome
Re: Editing Dashboard and Worksheet
How are you accessing the dashboard? if you're using a link, is this the public link perhaps? Make sure to access it via the workspace, and as Naeem says, check you've got the necessary rights.
Also sounds dumb but: is your zoom set to 100%? sometimes if you're too zoomed in some button can disappear. Feel free to post a screenshot if that doesn't work so we can see what the issue could be.
Adrien Leduc