-
Referencing another sheet to have automated assigning of files
I have attempted, several times, to follow the exact formula provided on AI so that I can assign new rows to random users. The AI formula showed: =IFERROR(INDEX({Team Sheet Names}, MATCH(MOD([Row ID]@row , MAX({Team Sheet Order})) + 1, {Team Sheet Order}, 0))) Following the directions and making the sheet reference, I…
-
Integration between Smartsheet, Zapier, and ChatGPT (Agent Mode)
I’m exploring ways to automate vendor data validation using Smartsheet integrated with AI tools. Is there any built-in AI or agent mode within Smartsheet that can handle data validation and automation directly? Or do I need to rely on external integrations such as Zapier or ChatGPT 5 (agent mode) to achieve this…
-
Automation for entire workspace?
Is there a way to setup one automation that is used on all sheets within a workspace? I would like to be able to edit one automation instead of editing the same automation on 30 separate sheets that are in the same workspace. The sheets have the same columns. When the completed checkbox is checked, the approval automation…
-
Copying action while building Automation
Smartsheet should have option to copy a specific action and reuse it within the Automation. This will save a lot ot time of building Automation where repeative action needs to be places under different condition. Similar faicility is available in Microsoft Power Automate where user can copy some aciton and reuse the same…
-
PowerAutomate Flow to get email address from last row based on condition
I'm trying to build a PowerAutomate flow based on when a new response is received to a Smartsheet form that if a certain question is answered as Needed an AdobeSign agreement is generated and emailed to the address that is filled out on the form. When I first built this, I did it very basic just to test the connections. It…
-
Issue with Record Date automation.
Hi everyone, I’m hoping someone can help me with an issue I’ve been running into. When a user submits a form late in the evening — sometimes as early as 8:15 PM — the “Record a Date” automation occasionally logs the following day’s date instead of the actual submission date. Originally, I used =DATEONLY(Created@row ) to…
-
Workflow Error: "Recipients: Edit workflow to fix recipients list"
I am trying to create a workflow and for some reason it gives me an error with the email I entered as the recipient for my Alert. It is an email that I know works, it is shared to the sheet, and the access to the sheet is unrestricted. I am perplexed at what the issue is. Anyone else get this and know what the issue is?
-
Merged: Mandatory fields in update requests
This discussion has been merged.
-
A unique number based of off criteria
Good morning all. I have a challenge for everyone. I need a unique number based on the previous rows unique number that can then be influenced again by another criteria. The "Number" MUST always increase. The "Identifier" column is the column in question. I have tried multiple was to populate this but I either get a…
-
Automation to include Attachment (email notification), but there is no attachments?
I have set up to sent the notification once the task is assigned to a person. That notification should include the key information's columns and also attachments. It used to see the PDF icon in the email coming through but it is no longer there. Once you click the link to open the form, I can still access to it, but there…