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Send Dashboard via email - manually and automated workflow
My idea is to create functionality to be able to send a dashboard snapshot via email from within Smartsheet, both manually and via an automated workflow. Ideally using an HTML format so any links in the dashboard are links in the email. Smartsheet Dashboards are fantastic and we use them heavily with our project teams and…
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Dynamic View for Approval
Hi, My intake form has a variety of requests and I am using Dynamic View to show only the relevant fields for the request type. The approvers will be using a Dynamic View to select an approval status of approve, deny, or needs revision. I am having trouble figuring out the automations when it gets denied or needs revision.…
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Analyze, translate, and summarize your sheet data instantly with AI-powered Smart Columns
May 28, 2026 Eliminate manual data processing and get instant insights into your data with Smart Columns. Instead of spending hours manually categorizing feedback, translating individual cells, or summarizing updates, Smart Columns bring the power of AI directly into your sheets, so you can synthesize and transform data at…
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using fields in automations
Hello community! I'm working on an automation for a large spreadsheet of course owners. Some people own one course and some own 30. I'm trying to create an automation where course owners would only see the fields in the rows they are responsible for. I'm attaching images of how I set it up - for the test I'm just using my…
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Connecting two Smartsheets (one a set list of assets, the other freeform)
I am trying to connect two Smartsheets. This is my current setup: The first Smartsheet (Smartsheet A) contains a list of shared assets, designated by an alphanumerical ID. When an issue is identified in one of these assets, it's set up so that when someone clicks the flag button, it notifies others. The second Smartsheet…
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"Record a Date" should record current datetime instead of date
For automated workflows, there is an action called "Record a Date." It would be very helpful to capture the current datetime instead of just the date.
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Multi selection form into single rows
Hi all, I have a form that allows multiple selections. Once the form is submitted I need the each selection to be added as a new row. I have several issues: -Selection list extensive (50+) therefore cannot be written as separated columns as suggested earlier. -Users will have a hard time to submit a form for each item and…
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Tired of messy image attachments in Smartsheet?
Tired of messy image attachments in Smartsheet? I built a small tool that lets you upload images directly into **cells (not as row attachments)** — making sheets much more structured and easier to review. 🔹 Before: Multiple attachments per row → hard to track 🔹 After: Images mapped to specific columns (clean & organized)…
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Copilot Frontier integration
Microsoft now has an official Smartsheet Sheet connector for Copilot. It indexes Smartsheet content so Copilot can search and reason over it inside Microsoft 365. It's in BETA right now. What are some of your success stories / plans for this? Apparantly this can enable: multi-step work across Microsoft 365 applications,…
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Appointment Booking Smartsheet?
Hi There, Just wanted to come on and see if anybody on here has created a booking system on Smartsheet either using a sheet or form. I would require to have a selection of dates with duplicated time slots (example. there would be 3 available appointments at 9am on Tuesday). I can't think of a way of doing this where the…