Best Of
Re: Speedometer Chart: Core Product
@Paul Newcome I noticed a visual bug in the yellow columns where there was a large gap between the red section and the indicator, even at low percentages like 51%.
Original:
I played around with the Yellow 1 and Yellow 2 formulas (and admittedly called upon some AI help) and was able to get the yellow section reformatted to work as expected:
Here's those revised formulas:
Yellow 1:
=IF(AND(Numbers2 > Numbers1 * [Thresholds (Less Than or Equal To %)]1, Numbers2 < Numbers1 * [Thresholds (Less Than or Equal To %)]2), ((Numbers2 - (Numbers1 * [Thresholds (Less Than or Equal To %)]1)) / (Numbers1 * ([Thresholds (Less Than or Equal To %)]2 - [Thresholds (Less Than or Equal To %)]1))) * (Numbers1 * ([Thresholds (Less Than or Equal To %)]2 - [Thresholds (Less Than or Equal To %)]1)) - Numbers3, 0) + 0.00001
Indicator 2 (no changes):
=IF(AND(Numbers2 <= Numbers1 * [Thresholds (Less Than or Equal To %)]2, Numbers2 > Numbers1 * [Thresholds (Less Than or Equal To %)]1), Numbers1 * (Numbers3 / 100), 0) + 0.00001
Yellow 2:
=IF(AND(Numbers2 > Numbers1 * [Thresholds (Less Than or Equal To %)]1, Numbers2 < Numbers1 * [Thresholds (Less Than or Equal To %)]2), (Numbers1 * ([Thresholds (Less Than or Equal To %)]2 - [Thresholds (Less Than or Equal To %)]1)) - ((Numbers2 - (Numbers1 * [Thresholds (Less Than or Equal To %)]1)) / (Numbers1 * ([Thresholds (Less Than or Equal To %)]2 - [Thresholds (Less Than or Equal To %)]1)) * (Numbers1 * ([Thresholds (Less Than or Equal To %)]2 - [Thresholds (Less Than or Equal To %)]1))), Numbers1 * ([Thresholds (Less Than or Equal To %)]2 - [Thresholds (Less Than or Equal To %)]1)) + 0.00001
S.Stone
Re: User Status Change from Editor to Viewer
This usually comes down to sharing or workspace permissions, not the user’s browser or cache.
A few things to check in Smartsheet:
Workspace permissions overriding the sheet
If the sheet is inside a workspace where the user only has Viewer access, that will override their sheet-level Editor access. Make sure they have Editor or Admin at the workspace level.
Check the Share panel again
Remove the user completely, save, then re-share them as Editor directly to the sheet.
Check if the sheet ownership changed
If ownership moved to another user or service account, permissions can sometimes shift. Confirm the current owner still has proper sharing set.
Verify license vs. permission
A license may be required to edit unless they are a guest and not an internal user.
Melissa Yamada
Re: We want to hear from you: How are you using the Smartsheet connector for Claude?
Claude is not currently approved for my organization either. Some of my co-workers have tested with Copilot and got mixed results. Reminder to save a copy of the master sheet before testing. This was a hard lesson for one of my co-workers, but something she will now always remember.
RPisarek
Re: Automated Number Assignment / Sorting Formula
@aecross
Match Formula: Returns the relative position of a value in a range; first position is 1.
=MATCH(lookup value, lookup array, match type)
lookup value: The value you want to find.
lookup array: The range of cells being searched
match type:
0=exact match
1=largest value less than or equal to the lookup value (ascending order)
-1=smallest value greater than or equal to the lookup value (descending order)
In the screenshot, AutoID 10 is the 8th position in the range.
Re: Updates to the Left Navigation, now generally available!
When I select from the options that are available, most of the time I get a screen like this:
No options. I still have to bypass the feature.
Debbie in JAX
Re: Ability to apply a default formula to a column, but allow manual overrides on individual cells.
@LukeSmartsheet104, here's a quick workaround suggestion. Create an override column (call it "Override"). Assuming that "<Your Formula>" is your original formula, update it as follows:
=IF(Override@row<>"", Override@row,<Your Formula>)
This says, IF you enter any information in the Override cell, your column will display that cell's information. OTHERWISE, it will use the original formula.
Hope this helps!
Lucas Rayala
Re: Reports to include new sheets added to folders
Not sure if this works in your use case, but you can have the source for a report be a folder, and not a specific sheet. Then any sheet added to that folder gets added to the report.
We use this a lot... i actually have portfolio reports pointed to entire workgroups, then filter based on the sheet name (in our case any sheet that has the words "work plan" in its name.
Be advised that it considers every sheet in that folder as connected to the report, even if the filter excludes it. So if there are 5000 sheets in the folder, but your sheet name filter reduces it to 3, it still tells you there are too many sheets. It works, and I havnt had any issues, but its probably not advised to point to a folder with more than the sheet limit.
Tim Starkey
Sheet automation notification email tracking using a PowerAutomate Flow and Outlook
This post details how to track all sheet automation notifications emails. This solution is medium complexity and will likely require you to use an AI for some simple coding. Smartsheet allows users to automatically send email notifications from sheets. There are a few significant problems with these automated emails.
- Emails come from automation@app.smartsheet.com and may get junked by the recipient.
- There is no tracking of the emails and users cannot see what emails were sent. This makes auditing impossible.
Users can create an audit trail of automated emails and have them sent from an organization email address using Outlook and PowerAutomate Flows.
What is needed
- Smartsheet sheet automation that sends an email.
- Outlook Shared Email address
- Shared Email addresses are preferred because if staff leaves, the process will still function.
- PowerAutomate Flow
Smartsheet automation configuration
- Setup your automation including the "Alert someone" component.
- Send the Alert to your Outlook Shared Email address.
- Ensure the email subject is unique and easy for a computer to identify.
- PowerAutomate will identify emails for processing based on the subject.
- Ensure the final recipient email is included in the body of the message and a way that is easy for a computer to find. In my example, the final recipient email is always after the string "Instructor email: "
- PowerAutomate will extract the destination email by looking for a string in the email body.
Example automation
Select the Contact column that contains your Outlook Shared Email address. The key areas are highlighted below.
Example email subject
Section Change: {{Course and section}} start date {{Section Start Date}}
Exampled email body
Hello {{Instructor 1 first name}},
I hope you are staying well.
Please note that we have been notified that the section below has been cancelled due to low enrollment. Please accept our apologies for the inconvenience.
Course section: {{Course and section}}
Section name: {{Section Name}}
Section start date: {{Section Start Date}}
Instructor email: {{Instructor 1 email}}
Talent Coordinator: {{TC}}
Kind regards
{{TC}}
Talent Coordinator
Shared Email
This stage will move all the specific automated emails from Smartsheet to an Inbox subfolder for better management and processing by the Power Automate Flow.
- In the SharedEmail Account, create an inbox subfolder for the emails.
- Create Outlook Rule to put specific emails from automation@app.smartsheet.com in an Inbox subfolder.
- This part of the process requires using Outlook Web and specific navigation.
- Open Outlook Web with your email account that has access to the Shared Email Account
- Click on your icon on the top right and click "Open another mailbox" and type your Shared Email Address.
- This part of the process requires using Outlook Web and specific navigation.
- This will open the shared mailbox where you can edit rules for that mailbox.
- Select Home > Quick Steps
- Select Mail > Rules > Add new rule
- Setup the rule
- Name
- Add your rule name
- Add a condition
- From
- automation@app.smartsheet.com
- Subject includes
- Your string
- Ex. "Course Change: "
- Stop processing more rules can be checked or unchecked based on your needs.
- From
- Name
PowerAutomate Flow
The PowerAutomate Flow account needs access to view emails and send emails and move emails in the shared email Account. The flow will:
- Check each email for
- From automation@app.smartsheet.com
- Being in a specific inbox subfolder
- Extract the recipient email from the body of the email.
- Send and email from the shared inbox
- Move the sent email to a subfolder of the Sent folder.
Example PowerAutomate Flow
When a new email arrives in a shared mailbox (V2)
Action: Office 365 Outlook > When a new email arrives in a shared mailbox (V2)
This step is the trigger that identifies emails that need to be processed by this flow.
Email body to text
Action: Content Conversion > Html to text
Use the lightning bolt to enter Body variable.
Extract instructor email
Action: Data Operation > Compose
This step extracts the recipient email from the body of the email. In my case I am using the string "Instructor email: " before the email and after "talent coordinator:" so the code can find the email.
Use the Expression button to enter the code. You may need to use an AI to adjust the code to your needs.
Code
replace(
substring(
body('Email_body_to_text'),
add(
indexOf(
toLower(body('Email_body_to_text')),
'instructor email: '
),
length('Instructor email: ')
),
sub(
indexOf(
toLower(body('Email_body_to_text')),
'talent coordinator:'
),
add(
indexOf(
toLower(body('Email_body_to_text')),
'instructor email: '
),
length('Instructor email: ')
)
)
)
,decodeUriComponent('%0A'),'')
Send an email from a shared mailbox (V2)
Action: Office 365 Outlook > Send an email from a shared mailbox (V2)
This step will send the email.
Below are screenshots showing to use the lightning bolt to get the correct variables.
To
Subject
Body
Delay
Action: Schedule > Delay
This step allows the email to finish sending before trying to move the sent email to a storage folder. If the delay is not used, the sent email is not moved because it does not exist.
Get emails (V3)
Action: Office 365 Outlook < Get emails (V3)
This step finds the email that was just sent by:
- Matching the subject
- looking in the Sent folder
Below are screenshots showing to use the lightning bolt to get the correct variables.
To or CC
Subject Filter
For each
Action: None. This will be automatically added then you add the "Move Email (V2)" action.
This step runs the "Move Email (V2)" for every email found in the Get emails (V3) step.
Move Email (V2)
Action: Office 365 Outlook > Move Email (V2)
This step moves the sent email to a subfolder for better organizing and ease for auditting.
Add this action will automatically create the "For each" loop.
Below are screenshots showing to use the lightning bolt to get the correct variables.
Message Id
When you save and refresh the flow, the Message Id icon will change to the below.
Summary of results
This setup allows you to have Smartsheet notification emails that are:
- Sent from your business email
- Provide an audit trail of automated email history
Have a good day and I hope this is useful.
Neil Egsgard
Business Solutions Architect
Southern Alberta Institute of Technology
Neil Egsgard
Re: Set Different Working Days For Specific Tasks Within Same Sheet
- Elapsed time (lead with an e to indicate duration in elapsed time e.g.
e3d, e5h, e3.5d, etc). A task with a duration in elapsed time ignores non-working time. The task will start and end in the amount of time specified regardless of working day length and non-working days in the sheet.
Re: Getting started
Hi Chantal,
Thank you for letting us know. Most of the distro links for .EU are all set.
Session 2
https://app.smartsheet.eu/b/launch?lx=MZ3qp_XnmoEAZuzgFeGV3-H3bUH3h3_n1B_aXPB8ld4
Session 3
https://app.smartsheet.eu/b/launch?lx=MZ3qp_XnmoEAZuzgFeGV3xCx4xyWnF9uyasPTWu0ZIs
Session 4
https://app.smartsheet.eu/b/launch?lx=MZ3qp_XnmoEAZuzgFeGV37KNANjPbfdc7d7Hd0I95v4
Session 5 will be available by Wednesday
Gary M.
Gary M.

























