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Documents builder fails to load
Please help to fix a problem: I'm building an Automation to generate PDF from Sheet data (simple task). While opening a Generate document section - Select a mapping - Create new mapping, I'm getting a Document builder Error. Tried to reload a browser, reload a PC, clean up Cookies. What can I do more to fix it? Thanks in…
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Locked out of Smartsheet account
Our company has been locked out of Smartsheet for the past three days resulting in us not being able to access our project plans. These are crucial for customer work and we are neither able to open any project plan nor export any of the data to, as a workaround, use Excel or something similar for offline viewing or…
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Rows Cannot be Copied to Destination Sheet, Column Limit
I have successfully been able to use an automation in Smartsheet to copy a row from one sheet to another. While I have made some edits to both sheets, I am not getting the message "Rows cannot be copied to destination sheet because it has reached its column limit." Clearly, the destination sheet not only has its columns…
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External User Access
Hi! We are reviewing the the 'Seat Types & True Ups' menu in our Admin setting in Smartsheet. When filtering under the external users (not in our domain and people who never had licenses) there are numerous emails listed and we have zero idea what specific items they could have access to. We've run all the reports offered…
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How to alter my form to fit different input options
Howdy! I'm a novice user and created this form for required reporting of upcoming courses being presented. Normally the form has been a PDF that gets emailed. Some of those who submit the information use the form, others just put the necesssary info into the body of an email, and still others send us a spreadsheet. Most…
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Downgrading Plan from Business Plan to Pro Plan
Hi Smartsheet Community, I’m looking to downgrade our Business plan to a Pro plan, but I can’t seem to find an option to do this. I tried purchasing the Pro plan again, however I’m always redirected to the Plan & Billing page where I can only view our current subscription, and there’s no option to switch or downgrade. Has…
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How do I set SmartSheet to include attachments on the emails that it sends from automation?
Has anyone had success in having SmartSheet include attachments on the emails that it sends from workflow you set up? When I create a workflow in SmartSheet to send an alert to someone I want to have the email the user gets include an attachment. Currently my trigger for the workflow is when the data in a certain field…
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Alert email attachments
In an automations, call it number 15, I generate a PDF in a workflow and it is added to the row as an attached - all good Then in automation number 16, triggered by an attachment being added, I create an Alert to email to a person and include the attachment. The email is sent but no link to the attachment is found - why?…
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Automation triggered when rows are changed is happening on initial input
I have several automations set up to alert users when row data is changed. These used to work fine, but now they are triggering on initial input of the form. So now I get two emails each time rows are added, once for the new row automation, and again for the rows changed automation. Could this have anything to do with…
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Cross referencing same range across multiple sheets
I am using one sheet, call it Program Data, as my source data for piping into my many Project Sheets. The Project Sheets have a Project ID in one cell that determines which line of the Program Data sheet to call out (e.g. Start Date, Team Lead 1, Team Lead 2, Team Lead 3, ...). I can't find a way to link each cell without…
