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Save as Folder option does not change form path and history table path. Need to change manually
Dear Team, Save as new Folder option does not change form path and history table (copying records from workflow) path to new folder location (folder created using save as option), We need to change manually. (Kindly refer below scenario) Example: I have created workflow to copy current record to new sheet whenever change…
Include both blue and grey in Harvey Ball in a single drop down
Why is it either blue or grey? Why isn't there be an option for both blue and grey in the same menu? In non-smart sheet reporting, we use blue to indicate not started and grey for complete. Currently in Smart sheet we use the blue option and additionally have to use a checkbox field to indicate complete. It would be much…
Why is workflow triggered on out of date data?
I have a Workflow running despite condition not being met. This is a NEW behavior in a workflow that has been running unmodified for at least 9 months. (Maybe even years) I have seen this occur several times in the last few weeks. Trigger: run every Tuesday and Friday at 3:00 AM Condition: "Status" column is one of:…
Can I add an image uploaded to a row via a form to a PDF in Generate Documents?
I have created a mobile "model release" for photography. I present the release language and record the subjects information using a form. They can capture and upload a reference photo. I'd like that photo to be placed no the resulting PDF. Can I map file uploads to the PDF? Also, how can I get the name of the resulting PDF…
Why is my renamed sheet not being recognized in the automation sheet lookup?
I am trying to create an automation to move rows from a user entry sheet to a locked down sheet — I renamed the sheets with numbers to put them in order & to see the visual process flow. When I create the automation for the rows to move, the new sheet name is not being recognized & only the old name appears. When I test…
Class Registration
I have been tasked to create a class registration system in Smartsheet. I need a dashboard, a registration form and a sheet to track the students who have signed up. We offer 2 free online classes a week at two different times - one class on Monday at 5:30 pm and Tuesday at 10 am and the other on Wednesday at 5:30 pm and…
Image upload in a form be inserted as an image in a cell in the row
This discussion was created from comments split from: Can an image uploaded in a form be inserted as an image in a cell in the row?.
Automations with drop-down boxes
If I have a drop down status column with 8 statuses and each one needs to send an automation to different people, do I have to create 8 automations or can I create just one with the condition field?
RACI Matrix Template
Hey, does anyone have a RACI matrix template that they like to use in Smartsheet? I can't find on in the template section and online I am only finding Excel, sheets, and Word templates.
What happened to the "notify" checkbox in the share dialog box?
Sometimes it's there, sometimes it's not. What's the criteria for that to show up?

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How do I show the symbol instead of the word?
This discussion was created from comments split from: I want to show only the latest weekly update in my dashboard..
Paid subscription account still showing as Trial
Hi I upgraded my free Trial to the Pro Plan last week and received a confirmation via email. However, when I log into Smartsheet it still has a banner at the top of the screen saying how many days I have left on the trial and in the Plan and Billing information screen it shows a Trial account. What should I do?
How to Create a weekly report and make it automatically go out to stakeholders at a specified time e

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