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How to cancel trial account?
Hello - I would like to cancel my trial account. I have followed the steps from the help page however am receiving a message 'Sorry, we're having trouble reaching Smartsheet right now. Please check for any known issues at status.smartsheet.com…'
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Field View Settings in Boardview Conflicting view
I am having issues with the field view settings within my master sheet as an admin. I try to turn off items that are "shown on card" and they continue to show up. Then when i login as a view only account i do not see all the fields.
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Has anyone experienced issues with Smartsheet Data Shuttle repeating the last processed row instead of pulling new data?
I have a Data Shuttle workflow that offloads data from one sheet and uploads it into another. This workflow worked correctly for some time, but starting around February 2025, it stopped pulling new rows. When I manually run the workflow, it repeats the last row it previously processed instead of importing the remaining…
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Card View for Reports in WorkApps
Using a WorkApp to keep all high level sheets/reports/dashboards in one area. One of those is from the "Simple Request Intake & Tracking" sheet. Being able to use Card View on the Workapp would promote the use of Card View to be able to move tasks from "Not Started" to "In Progress", or move it from one "Assigned To" to…
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Email automation with attachments?
Hi all- Wondering whether any of you have worked with automations involving sending emails with attachments. I am working on improving our system for issuing travel reimbursements post-conference (we have to use a specific Excel form for now sadly), and we are currently using Smartsheet/Generate Document to generate…
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Attaching a Message Sent to Vendor Acknowledging Contract
I've set up a Smartsheet that sends an approval request to a vendor to accept the terms of employment (outlined in a PDF generated with information from the sheet). They are not required to sign the document, just click Accept or Reject. While the contract (PDF) is attached to the row, and while I would have a date in the…
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Attachment Auto Email
I need an auto flow that can email an attachment I was reading posts from 2020 that said it could be done but those options seem to be out of date. Can I automatically send attachments automatically via automated flow?
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Some Users unable to submit smartsheet forms & some users not receiving attachments in automated email
Hello, We recently launched a regional initiative to request purchase orders via a Smartsheet form. There's about 60 submissions per day. We've experienced issues with some users who suddenly lose the ability to submit the form and is causing a bit of a headache trying to manage this. We've investigated all sorts of…
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Automated hyperlink URL within anchor text
In Smartsheet we are looking to build the following automation: 1. Team A fills out a form with client info 2. After form is entered, an email is sent to Team B 3. Team B logs onto the Sheet, and adds a one-time login URL to the corresponding client row in Column A 4. Team B clicks a checkmark under the "Send Email"…
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Automated Emails are not coming from the Owner of the Sheet
Hello, I have a formula set up to identify when a target completion date is today's date. The Automation then checks to see whether or not the formula is displaying true or false and sends an Automated email to the assigned user. Normally these emails show me as the person that has sent the update because I am the owner of…