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How can I create a rule that automatically sorts new rows by date?
When a new row is added automatically based on the date via an automated function, it is placed at the bottom of my sheet, while all existing rows are sorted by date. How can I create a rule that automatically sorts new rows by date?
Collecting time range in form
I'm creating a form to collect the days and times that employees will be out of the office so that I can get the info onto a dashboard for the team to refer back to. Since Smartsheet doesn't have time fields for forms the best workaround I could find was using dropdown fields with half hour time segments and have one field…
Is there a way to create a report that can be Sorted/filtered by a viewer.
Hello, I have a source sheet with tons of data, and I would like to create a summary report to present to my clients. I do not want my clients to be able to accidently edit any of the information in the data set, so the columns need to be locked, or the people with access have to be viewers. In either of these options it…
Create a Filter by Keyword for most frequently used criteria
Dear Community, Filters in Smartsheet are great, but I am looking for a solution to create a filter by keyword, where a user could paste the most frequently used value (i.e order number) in just one click. Think of MS Planner filter or a solution in the old Access. Please point me in the right direction.
Rolling Calendar Visual
After a few different approaches, I was able to put together a set of metrics using various formulas and corresponding visual for a rolling 12 month calendar based on the underlying data set. The data set spans across multiple years and I wanted to create a rolling calendar that always displayed the most recent 12 months,…
Outlook out of office replies in response to Smartsheet Automation
I send assignments through Smartsheet automation, and I need to receive automated Outlook out-of-office replies to know if someone is out of the office and not receiving the assignment so I can reassign it. I am the owner of the sheet sending the assignments and I have them sent from the sheet owner, but I don't receive…
Reoccurring Task_How do I set up this sheet?
I have a deliverable report that I am trying to set up. Majority of our deliverables are due every quarter (but some are only due one or 2 of the quarters) (and some "task" are due monthly, but not necessarily considered a deliverable). What I need is to be able to show what is due every quarter and once a task is marked…
Notification Email: Send to Contacts in a Cell
The below form was built that when it is approved you will have 3 email alert notifications (i.e. 1. facility lead contact email, 2. HR contact email and then a set of 3. recipients). Would you be able to show me how I can use the HR contact email in the workflow noted below when a form is approved. When an approval…
Moved: IF level@row = X, Display short version of dashboard link, else calculation
This discussion has been moved.
Automation to send previously added and newly added attachments via a notification
I have an intake sheet where users have to upload a Purchase Order along with payment details via a form. When this request is approved, an authorisation letter is generated via Form Builder, attached to the row and is sent to the User via a notification. Is there a way to include the original Purchase Order (which they…

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Multiple Approvers on one Approval Automation?
My sheet has multiple approvers who vary by the row depending on certain criteria. I want to send them all the row approval request at the same time, then when they all click approve the project can move forward. To count when the responses are all in, I am moving the entry to a new sheet and counting the references that…
Can I use a condition to remove a user from receiving weekly notifications on an automation?
I have a weekly automation set to send to everyone in my 'owner' column. As each owner completes their assignment, they no longer want the weekly reminder to do their work. How can I remove them and keep the rest?
"Record a Date" Automation to a Cell in a Hidden Column
I have lots of sheets for a reviewing process - each item to review has a new sheet from a template. Each sheet has about 30 rows and a summary sheet. I have an automation that does the following: When "status" cell changes, request an approval. (This is calculated in a summary sheet and written to a cell.) Approval comes…

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