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Looking for AI + Smartsheet Integration Recommendations
Hello Everyone, I’m looking for some guidance from the Smartsheet community regarding AI integration and workflow automation. I’ve spent the last 30 years as a Project Executive leading large-scale commercial construction and real estate development projects, and I’ve been a loyal and active Smartsheet user for…
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Help with a loop in Bridge
I have a child workflow set up to calculate the length of time a row has been on a sheet and write that time value to a column on that row. This child workflow does work but it is written using a specific sheet ID and row ID. And here is the parent workflow And the error I'm not sure which keys and values I need to enter…
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Contact List validation
Hi Everyone, I am managing a pipeline tracking sheet, and there's one intake form and one dynamic view connecting with this sheet. For the column "Branch Contact" and "Sales leader", I set the filed type as "Contact list" and the validation as "No validation". Once I input the username in the intake form, I go to the…
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Restaurar filas perdidas con datos adjuntos
Por error se ejecutó una automatización y se borraron todas las filas de una hoja con muchos archivos adjuntos, necesito recuperar todo y mantener el orden para poder continuar mi trabajo, ¿es esto posible?
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Update cell with the value from another cell
I need to be able to update the values in one cell when another cell has been updated/changed. I do not see an option when selecting "Change cell value in" to be able to have this point to another cell. I have tried putting {{cell reference}} in the dialog box but that just returns the text {{cell reference}} and not the…
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Formula result is "N/A". Automation does not seem to evaluate it properly
Hi, I have a formula in column C such that: =IF(ISBLANK(column A), column B, column A) column B is also a formula, and the result is sometimes N/A. In the column B formula this result is written as "N/A", so it comes in as text with no leading or trailing spaces. Also, column A, B, and C are all multi-contact columns. When…
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Combine or merge PDFs
I use Smartsheet to automate the creation of certain documents for my organization, but I find it frustrating that when I need to combine documents that I have to download the document that was created within Smartsheet, edit it on my computer, and then do whatever it is I need to do with the document. I often use the…
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Automation to Combine Multiple Row Attachments into a Single PDF
I’d love to see a feature or automation added to Smartsheet that allows users to automatically combine multiple PDF attachments into a single PDF. Use Case: I have a Smartsheet where we collect applications, and each application includes several supporting documents uploaded as individual row-level PDF attachments. When…
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Link to Download Attachment Missing
Hi, I have automations in place to generate various documents, based on the form completed. Once the document is generated, the user WOULD receive an email that included a message I create and then a link (at the very bottom) for the recipient to click on to download the generated document. Now, I still get the email but…
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Make fields required in update request workflows
When creating an automation workflow from scratch, where we request an update, is there any way we can make the fields that they have to fill out required? What we noticed when we did this was that multiple people were not completing all the information we needed them to, so when we would see what was updated in the…