Automations

Good morning, I'm still fairly new to Smartsheet (2 years) and have an approval automation question. I have a timesheet built in Smartsheet which collects time data from field-based foremen. On occasion, the workers reporting to a foreman have a need to work extra over time beyond what is normally approved. The extra hours…

I recently received notifications indicating that two of my automated workflows need to be reactivated. However, when I reviewed both workflows, I noticed a message stating that I had unsubscribed from notifications. I have not unsubscribed from either workflow, so I'm unsure why this is occurring. I am the admin of the…

Hi, This is our current formula for our progress bar: =IF([Deployment Date]@row = "Cancelled", "", IF([Deployment Date]@row = "", "", IF(OR(COUNTIF([Copy Status]@row:[Code Status]@row, "Delivered"), COUNTIF([Copy Status]@row:[Code Status]@row, "--- N/A ---")) >= 4, "Full", IF(SUM(COUNTIF([Copy Status]@row:[Code…

Hi Builders, You’ve been asking versions of the same question in this community: when do I use Smart Assist, when an automation, when MCP, and when plain API code? 🤔 So we’re starting a new series, the Smartsheet Builders Series: Building with Smartsheet MCP and Agents, and the first post tackles exactly that. 📖 Smart…

I set up several automations that result in an email being sent to a person after a form has been filled out by a particular user. That particular user should be the "triggering user" meaning when the email is sent, it should appear as though it comes from the person who filled out the form. Instead, though, the message…

Is anyone else having this issue? My dropdown values are not available when creating automations in Grid view. Only 2 of the 4 options are showing. When I switch to Table view I can see all of the options but the automation won't save and I get an error message. It seems like more things are breaking and functionality is…

Hi Everyone, I’m looking for best practice recommendations for managing multiple Smartsheets that are connected across different projects and management reporting needs. Currently, I have several sheets linked together using formulas, which works, but I’m wondering if there is a more efficient or scalable approach. The…

Have the option (not compulsory display) to convert the predecessor column "7SF-2d" to a text like "Complete 2 days before line 7" or another option if chosen "Complete 2 days before Task7" adding the name of the task. I want to emphasize the choice here so 2 formulas would be better than a changed view like in the…

I am working on a project where we are sending URLs via Alert Someone automations. In some of them, the URLs pass as clickable, and in others they don't. I troubleshoot with the AI support bot and it was unhelpful. I have tried rebuilding the automation from scratch, no copy/paste and that did not help. Anyone have any…

Hello, I've set up Bridge, and it's working as expected: when a task is created, it is automatically moved under its parent task without any manual intervention. However, there is a short delay of around one to two minutes before the row is indented under the parent task in the main sheet🤔 Is it normal for the…