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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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Dynamic Drop-Down
Does anyone know if the options in a drop-down can be linked to a table? I have a sheet that users can pick a "provider" from a drop down list. That provider is associated with a vlookup that helps to populate other columns in that sheet. However, the "provider" list is dynamic and changes when a new provider is added to…
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Document Generator Quit Working
My document generator on 2 of my sheets just stopped inputting the data into the PDF forms. It will name the file correctly using one of the data fields but won't put the data in the file anymore. I remade my form and the automation like 10 times! The file is small, sticker size 2.25 x 1 and has a barcode font on it. This…
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Direct Email Approval Button for Smartsheet Automation Workflows
Integrate a direct approval button within the email notification itself that allows users to approve or reject requests without the need to transition to a web browser. This button would perform the same security checks and record the same audit trails as the current browser-based approval, ensuring that the process…
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Auto number column type and copy rows workflow
I have two sheets that utilize the auto number column for tracking two different things. sheet two has all of the data sheet one has, including the ID that is autogenerated on sheet one (manual input into sheet two), but it also has additional columns such as the autogenerated sheet two ID. I wanted to create a workflow…
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Create an automation to set column value on a new row
I'm trying to create my first automation, and although it seems like a dead simple use case, I can't get it to work. I simply want a default value for one of my columns. It's a drop-down column, but it looks like SmartSheet doesn't support setting a default value, and an automation is the recommended approach. So I'd like…
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Automation workflows that were working are no longer emailing gmail and msn addresses
Our existing workflows that trigger automated email alerts have started failing. It started in the last day and only affects gmail and msn addresses from a contact column. The failure message is, "Due to a recent automation permission or sharing change, the following people aren't receiving alerts from your workflow".…
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Merged: Move or Copy Row Automation should allow for Select Field handling
This discussion has been merged.
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Reminder/Alert Automation
I have this tracking ticket Smartsheet where every 2 weeks, my team of 4 analyst rotate on who's in charge of addressing these tickets. These tickets don't have deadlines, they just have quality information (e.g. ticket name, description, submitter, status, location of issue). I want to create an automated reminder for…
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Is there a way to copy or link an attachment from one Smartsheet to another?
I have two smartsheets. The first, Order Sheet, collects submitted order info from a smartsheet form. The second, Shipping Sheet, has shipping info for both submitted and other/autogenerated orders . I am using Index/Match to pull shipping dates and tracking info from the Shipping Sheet into the Order Sheet. I would also…
