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Approval Request Automation: Need User to Fill Out Fields
Hello, I'm trying to create an Approval Request automation, but I need the following actions: When approved: for user to type out their name When declined: for used to type out a reason I'm able to select the columns I want the information to be populated in on the automation, but it shows an error message. Is there no way…
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How to Preserve INDEX Formula Data When Archiving Row?
The Issue My project-specific metadata sheets use INDEX/MATCH formulas that reference the Intake sheet using a Project ID. When the automation archives rows from the Intake sheet, these formulas break because they can no longer locate the source data. Example formula: =INDEX({Project Intake Name}, MATCH([Project ID 1]@row,…
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2 of 5 automation workflows in a SMartSheet randomly stopped performing?
Two of my five automation workflows appear to have just randomly stopped performing on April 9, 2026. All others, which would/are performing as normal and would be functioning alongside the other workflows, are functional and appear to be untouched by this 'bug'. Help I've tried all that I can think of.
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Enable attachments in automations when using 'message only' option
We receive data from externals which we then need to verify. Once it's verified we then email them back a PDF (that's been generated using 'generate document' feature) as it contains the crucial information that's been verified, and they can keep as a confirmation. Currently, I use the message only format in an alert…
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Merged: Add Attachments to message only feature
This discussion has been merged.
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Merged: Smartsheet Forms to be saved as Template for Recurring Use
This discussion has been merged.
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Automation can add info to a specific cell - why can't we set automation to remove a status
Trying to understand why we don't have the option to remove a status by automation. For example, when external customer approves a proof, it fills in "APPROVED BY CUSTOMER" which then triggers automation, but the existing status of "SENT TO CUSTOMER FOR APPROVAL" remains as I cannot set automation to do that.
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Delayed Automation
Is anyone else experiencing delays with automations today? I started noticing it right after I saw the recent layout update. Just checking if others are seeing the same issue.
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How to Copy and Compare Column Dates from Separate Sheets into One Sheet
Hi. Goal1: For project management purposes, I am trying to compare project "Current Start Date" column in one Smartsheet (SmartSheet #1) against a "Q2 Start Date" column from another Smartsheet (Smartsheet #2). This is to compare the latest/daily Current Start Date against the Start Date that was planned in Q1 for a list…
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"WBS Helper Columns->" column
Does anybody know what the "WBS Helper Columns->" column does in the Project with Work Breakdown Schedule (WBS) template? Is it just a helper column where a function could reside, or does it have an "Off the Shelf" purpose?