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Smartsheet Basics

Ask questions about the core Smartsheet application: Sheets, Forms, Reports, Dashboards, and more.

Automation: Not Triggering when Box is Manually Flagged.
I have a simple automation but it never actually triggers. Alert 2 people (names cut from the image) if the store closed check box was flagged and the upgrade date is in the future. It never runs when I flag a line item - but the test sends it out.
Will Table view eventually totally replace Grid view?
Is it in Smartsheet's roadmap to stop adding functionality to grid view and only add new features and functionality to table view? Is the long-term plan to make grid view obsolete?
Automations no longer including attachments in emails
I cannot see that this has already been escalated, but I apologize if I'm duplicating a question. Earlier today (around 9AM) my automations were working perfectly and all emails were including attachments as normal. Around 12PM that suddenly changed and now emails no longer include attachments. I've confirmed no changes…
Embed Google Cal and/or Zoom meeting link
I'm not having any luck embedding my zoom booking page (embed code) or my google cal booking page (also trying the embed code), into a web content widget for a dashboard. Has anyone successfully embedded one of these booking pages? I asked chatgpt to help with the code and it still wasn't working.
Why did my automation suddenly quit working after years with no problems?
I have a workflow that changes the value in 2 columns when an attachment is either added to an existing row or included in a new row. We have used this workflow for years, and about a month ago it ceased to work. I duplicated the workflow and deleted the old one. The new one worked for a couple of weeks and then it ceased…
Auto Numbering
Hello I would like to add auto numbering to my sheet but I would only like it to start from row 34. How can i amend this as it starts from row 1
Notification Automations - Links in messaging
When creating a notification automation that includes a url directing a receiver to a report, dashboard etc., sometimes the url that I copy and paste into the message us not clickable, and the receiver has to copy and paste. Is there a step that I am missing to make is a clickable link?
Preserve cell data BEFORE Update Request is completed
Hi, I'm trying to figure out how to preserve cell data BEFORE an Update Request is executed. I was hoping to find functionality that would allow me to change the value of a cell in helper column WITH the value of the cell that is going to be updated once the Update Request is sent and subsequently executed.
Smarter SmartSheets
Hi Smartsheet team and community, Is there a chance you could consider adding these two features to make our workflow smoother? 1. Add Instructions to "Request Updates" Automation It would be incredibly helpful if we could include a short description or set of instructions when sending an “Update Request.” That way, when…
Reporting Dashboard
I have issue about dashboard view. Even the settings are published as 'anyone see the link content' but the content does not open in pc. The link does not work. Do you know how it is fixed?

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Update Requests
Hi everyone, In my Supplier Complaint Tracker, we have a situation where it is one supplier, but 3 different non-conforming material complaints. I have those broken up into 3 rows but it is the same supplier. Is there a way to send an update request to one supplier for all 3 complaints at the same time? Thanks in advance,…
Row update request
I have been working with the Quality Techs to use the row request an update for outside suppliers. One the techs told me he sent a couple of requests, but they are not showing up on the request log for that row. I believe I was told that they should show up even if they are outside the company. Any ideas on why they would…
Is it possible to add a document control revision number to my sheet somewhere besides the title?
I want to use smartsheet for some of our day to day needs, but I will need the smartsheet to be considered a controlled document for ISO. Where in smartsheet can I add a document number, revision letter, and date? It is cumbersome trying to fit all of that in the title of the sheet, any properties, headers/footers that…

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