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Modified by automation instead of name
Good afternoon, If I send a request for info and there is a check box, if they click on the box via the request in the email, it says it's modified by: automation@smartsheet.com instead of Bob. Is there a way to get the person who clicked on the boxes name on there instead of automation? Thanks
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Automatically enter date at start of month
Hello, I have a Smartsheet that I'm using to calculate monthly metrics. I would like the sheet to auto update as time passes to add a new line for the new month. The sheet currently has a column titled "Start Date" and the first 10 rows of the sheet are the first day of the month from Jan - Oct 2024. The automation I have…
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Alert Automation Not Working
I've set up a workspace and configured around 20 automations so far. However, I'm encountering an issue where the Alert Automations aren't functioning as expected. While the Approval Automations trigger correctly when tested, I’m not receiving the final alert once all approvals are completed. This issue also extends to…
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Logic for Required Fields on Forms
I have a form that I am working on where I would like this logic: If box is checked, then field is required I spoke with support and they informed me that this is not a currently available feature. What I'm trying to do on my form is have it so if the user checks a box that they want someone to reach out to them, then they…
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Latest Comment Copies Wrong Time
I have two columns that I have users enter data, formula combines it with the current modified date and time, then automations copy those rows to another sheet, so the history is preserved with the time. I then use the JOIN/COLLECT trick in new columns on the original sheet to show a log of that data change over time. One…
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More than two choices in approval workflow?
Hello! Is it possible to add more than two options (approved or declined) in an approvals workflow? We are using approvals workflows to generate manager approvals for their team members to participate in a development event on company time. I'd like to offer three options: Approved; Declined, This Event Only; and Declined,…
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Do we have Test Management Template set ?
Hi All, I am quality analyst and work across different project which uses Project management template set. I can find individual template for Test Case, Test scenarios but need to manually link each project with Test Plan which is linked to Test Cases and Iterations. I have used Microsoft Test Manager, Atlassian Jira,…
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How to auto-create a new set of rows once criteria is met?
Hello, I want the following columns to auto-create (with the filled in colors as well) below the already created ones every time "SITE" gets filled in. Do I use a formula, conditional formatting, or some other way? Thank you in advance for the help!!
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Powerautomate Smartsheet Connection Question (Using HTTP Connection
Hello! I have medium to low experience with API connections, so I am mostly trying to make my flows based on guides I am finding online etc. I have built a simple automation that when an email arrives on a shared inbox, that it adds a new row to a customer complaint (Case) tracker in smartsheet. I want to parse the email…
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Form URLs should automatically update on newly saved dashboards when copying a workspace template
As a user, I would like form URLs to automatically update on newly saved dashboards when copying a workspace, So that I do not have to manually update the Form URLs and prevent the risk of forms accidentally pointing to the original sheet or workspace. Please refer to case # 05972330, as this had been previously assumed to…
