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Recommended Smartsheet Automations or Integrations
Hi Smartsheet Community, I'm working on enhancing the PMO process in Smartsheet and was curious—what are some game-changing automations or integrations you’ve added that made a significant impact? Whether it’s streamlining workflows, improving reporting, or enhancing team collaboration, I’d love to hear your…
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Contact List Functionality in Forms
I've noticed this request a few times over the years, but still don't see that Smartsheet has addressed this. When using sheets, the "Contact List" column works wonderfully and will populate any user within our Smartsheet account when you begin typing a name. However, when attempting to use this within a form, it DOES NOT…
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Project Management with tracking costs
I am a construction project manager and built sheets that include actual costs for individual tasks, departments and overall project. I update the costs cells as invoices come in by manually calculating then entering in new amount. Ex: Plumbing: week 1 $300, week 2 $250, week 3 $150 = $700. I enter $700 in cell. I'm…
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Automation not triggering all of the time
Hi Smartsheet community, I've always tried to answer questions but this is my first time posting. So I have formula =IF([Project Status]@row = "Complete", 1, 0) set up in the "Complete Check - Hide column" to check the box when the project status is marked complete. The project status column is tied to several other sheets…
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How to prevent or recover deletion of rows
Is it possible to prevent the deletion of rows in a sheet? Specifically, in cases where a user legitimately requires editor permission to the underlying sheet and where the row cannot be locked (as continued editting of the row is required.) If not, what are some strategies for recovering a row that has been inadvertently…
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AppSheet - Image upload to cells crashed
Hi All, We have AppSheet integrated with Smartsheet as our User Interface in the field for use in inspections. We like AppSheet as it displays and presents data better, and uses Smartsheet's sheet as source. However, as of around Monday 1/September, we noticed that we no longer can "upload" images using AppSheet and save…
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'Record a date' automation action does not recognize date column
Hi, I have a date column in a sheet (which is used for schedule calculations, so the type cannot be changed); I am now trying to add an automation to fill in this column if another changes and this is blank. However, when I try to deploy the 'Record a date' action, it says that there are no date columns…. How do I resolve…
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Request for Enhanced Hyperlink Functionality in Automated Notifications
Currently, when adding a hyperlink in an automated notification or alert, the only method available is to insert the full visible URL, like "http://salesforce.com". We need a feature that allows embedding the URL behind text, such as "Click here to go to Salesforce." Additionally, hyperlinks included in automation messages…
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Provide API Access to Upgrade or Downgrade Users under User Subscription Model (USM)
We recently switched over to using USM for license management. This broke our automated scripts that gave users a license. We have a number of non-member employees who we cannot automatically update via the API. I'm told there is no solution for this and we are left manually updating our free users to a licensed member.…
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Automated email with number of pending records
Hello, I use Smartsheet in such way that people are asked to provide data on many records and then that data needs to be approved by one other person (always the same person). I would like to set up an automation that, each morning, checks to see if there are records waiting to be approved, and if there are, sends an…