Best Of

When a person leaves their Smartsheet documents that live in a workspace should automatically transfer to the owner of the workspace where the sheet lives. Instead of transferring it all to one designated person upon request. It would make more sense to transfer to the owner of the workspace if their docs are in one. Currently I am preparing to leave my company, and unlike most people I am doing so with the forethought of who should own what. Since most people are shared to the workspace and not the sheet itself, I must first add the person I am transferring it to then request that they take ownership.

When a sheet is saved as new, associated workflows are copied in a deactivated state. This intentional safeguard is in place to prevent unintended triggers especially in cases where the new sheet may not yet be fully configured. Expecting users to manually reactivate workflows or check that option during the save as new process is a challenge. Please at least move this check box up a level so you notice and check it when saving. We didn't use to have to do this and it has caused problems lately since we didn't know it had changed. Going forward we would like it to be checked unless we deactivate or at least move that activation checkbox to the top level when you save a sheet as new.

Agreed with posts above. This is a very big limitation that was not clear when we switched over from excel. This is a key issue that doesn't seem like it would be difficult to fix.

I am SO glad to see that this is on the roadmap!!
With the number of individual people to have to add to so many automations then remove if someone moves on, or add when we have new hires… The ability to just have groups to manage and keep updated that follow into automations would be incredibly helpful!
Cant wait until this feature is live for us!

I do something similar on a risk tracker I’ve built where I want to keep a record of the  initial values (doesn’t matter what) but also allow for it to be changed freely later. 

To do this create an automation that does a one time copy (eg when new row is added)  of the entire row to an identical helper sheet. 

Your original delivery date should be empty with a column formula which will look up the corresponding user inputted date column in the helper sheet. 

You can allow your users to change the date column as much as they want, as that date won’t be changed ever again in the helper sheet as it was a one time copy, therefore your original date will never change. 

You will need row to have a unique identifier to allow you to do the look up /index match or whatever you want. 

I use this method quite a lot for things like trends or anything that might change I want a record of an original baseline to compare it to.