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Organisational-Level Dashboard Placement in Multi-Tier Control Center Setup
Good afternoon, I am currently configuring Smartsheet for the organisation and have implemented a multi-tier Blueprint solution within Control Center. At a high level, the configuration includes two Blueprints: One Blueprint to provision Business Units (BUs), and A second Blueprint to provision Business Unit Projects.…
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Automation is ignoring conditions?
We've created what I think should be a pretty simple automation to copy a row to another sheet any time that it changes, based on certain conditions. If the project status is one to two options, and it the "trackable" column is checked. When I run the automation, it copies every single row over to the destination sheet,…
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Make sheet data available to external 'viewers' but limited to only their data
Good morning Smartsheet community. I have been using Smartsheet in my job as the office manager for a small business. I'm self taught and have managed to get some workflow and automations working through trial and error. However, I am stumped on the next project that I'm trying to figure out how to best handle inside…
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When using the Workflow for deletions
When using the workflow "Alert someone when a row is deleted," it would be nice if we could have some of the information from that row in the message. For instance, I have an alert setup for deletions, however, it isn't able to capture the Request Title or ID number, because those fields are deleted when a row is deleted.…
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How to Phrase a Question for the AI or Write the Formula for Myself for Grouping Data
Hello, I would like to see if anyone can help me parse entries across different columns. What I have in my SS is a list of registration numbers in Column A and departmental associations in Column B. I would like to count how many different registration numbers appear in Column A and then group them by their departments in…
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Docusign license required??
Hi. I'm trying to create an automated workflow that when the trigger is met, a generated document (via the Mapping I've already created) would be attached to the appropriate row. I've tried multiple times and it doesn't seem to be working. So I researched in the Help Center and found in this article…
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Date Based Automation Did Not Send Automated Email
We have a date-based automation that sends an automated email to our employees. The automations trigger is "When a date is reached" and that date is the date in a specific cell. The date in the CLIN 2 First Reminder cell is a date that is calculated by a formula. The formula looks at the hard-coded date in the CLIN 2…
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Automating Email Alerts for Multi-Stage Document Review
Hi, I’m looking to set up email alerts for two stages of a document review. I’ve currently configured IF functions so that, once the ‘Document Received’ checkbox is selected, the status in the ‘Primary Review’ column automatically changes from ‘Not Started’ to ‘In Progress’. Stakeholders then tick off the relevant boxes in…
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Return blank when count total is zero
Can you give me a variation of this formula that delivers a blank if total counted is 0? I want to use it in forward months so I don't have to update the metrics sheet monthly, if possible. Thanks, Lisa I tried the IFERROR and IF(COUNTIFS( I could find but most deliver Incorrect Argument. =COUNTIFS({4Q2025 FPG thru Oct…
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Rolling View - Timebound
Hi community! I'm trying to figure out a way where a report will filter and pull based on a time frame. I have a sheet where all of our cyclical events are listed with start/end dates. I want to provide a way where only current events (in progress today) and going through next 3 months are pulled. Suggestions on how to…