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How do I keep parent child row structure when moving items to and from other sheets?
I am working on setting up recurring tasks for my teams timeline sheets. I have 2 sheets set up to help the recurring task functionality. My question though is around if it is possible to set something up so that when an item is marked as complete the parent and all child rows are moved and they maintain that structure?…
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Rows could not be added to the destination sheet because it did not have enough cells remaining
I have a blank sheet that serves as a "backup" for our main sheet. We have an automation that copies the data from the source sheet to the to the backup sheet once a week. To work around the fact that smartsheet doesn't have a built in way to delete data, we also have a blank excel file that "uploads" to the backup sheet…
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Merged: Forms Set to Expire
This discussion has been merged.
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Automation on Sheet Summary Fields
Workflow/automation based on sheet summary fields. One scenario - count of all cells, send a warning if the sheet is close to max. (Do not want helper column as that increases the count.)
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Automations with email notification have stopped working
I have a number of automation that send notification emails to clients. These are automations that have worked successfully for years, and suddenly they stop. I am a recipient on many of these notification emails, and I realize that I have stopped receiving these notifications as well as of Jan. 26, 2026. It's a…
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Recipients of an automated workflow notification are not receiving emails
"Hello Jake, a recipient isn't receiving alerts from Invoice Status Update" notification We created a form that feeds into a grid sheet and it has automated workflow to notify users from a cell (client emails) when criteria like "Received" and "Completed" are met Most of them work fine, but we have a group of them which…
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Weekly Digest to consolidate individual sheet notification
Batch all notifications generated through workflows for a single program or for any sheet into a single email with a quick summary of why you receive the notification for a sheet and a link to the sheet/cell as appropriate. When team members receive too many individual notifications, they can start tuning them out, a…
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Automation: Request an Update
I created a "Request and Update" automation. The custom message includes a url link that is included in a column cell. I used {{column name}}. This is working great. The link is live in the email message. However, when opening the request, the url is not live. Is there a way to make the url live in the request as well? Is…
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Check button on form to check calculations prior to submitting the form
I am creating a end of day banking form to include all cash and eftpos transactions recorded currently in Excel. It would be great to have a Check button that checks all the calculations against a formula column to ensure it balances prior to submitting the form. If it is incorrect then it would produce an error and not…
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Add a Project Number (not just a row #) to a Proof Invitation
In my current tracker, if I move a row after a proof invitation has been sent to someone, the row is no longer accurate. We have an automated project number for each project in the tracker so it would be great if this was attached to the proof invitation that goes out. It would allow us to move rows around without…