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Form Submission / Vlookup Integration
Is there a mechanism to achieve either of the following scenarios: Individual populates form and choose a serial # from a drop down list. Can the fields on the form then use vlookup to auto populate the equipment's location from a master grid sheet on the form prior to submission? OR Individual populates form and choose a…
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Why Isn't Assign Someone Automation Automatically Triggering
I have created a sheet to log all of the Change Orders coming into our PMO. The data in most of the columns are referencing a sheet that uses APIs to pull information from our client-facing system, but I had to create a separate sheet that is essentially a copy to support automations and some additional columns without…
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Editable email Subject header from Smartsheet Notification
Hi There, I would like to propose that Smartsheet considers the email subject header that is received from a Smartsheet notification from a form or sheet. Currently, because not everyone in my company has Smartsheet, let alone a Smartsheet log-in, we need to send show the name of the owner of the sheet, that appears on the…
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Determine Column for Comments When Using Approvals
When we choose Request an Approval in a workflow, the only place the approver can comment is in the Comments section, but it would be nice to have it go to a specific column of our choosing.
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Automations skip the first row
I have a template that I create a sheet from every day by pasting in data, saving, and letting the automations run to send notifications. Once each automation runs (7 of them), it locks the row, and adds a check mark in a column so I can see which rows ran correctly. Lately I have noticed that the automations seem to skip…
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Power Automate - Post Attachments to Row/Sheet
Hello everyone! I spent WAY to long looking for this answer so I thought I would share it with the Community in hopes of helping someone else. Problem: Adding attachments to rows/sheet is not possible through the standard SmartSheet Connector Solution: This can only be done by creating a Custom Connector. It CANNOT be done…
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Smartsheet Calendar unable to update health status on source sheet
Hi, I created a Smartsheet calendar organized by Phase and then Workstream, with deliverable bars spanning duration. The goal is to create an interactive Gantt chart, which team members can update tasks on the calendar detailed side panel. The formula on the source sheet states that if At Risk is checked then Health is…
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Cannot get Automations to work the way I want
I'm trying to set up an automation for a task tracking sheet. I would like to send a weekly email notifying team members of their follow-up items for the week, and if they do not have any tasks, then they would receive an email stating as such. I have tried using the "otherwise" function, creating a second condition path,…
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With the same trigger condition, the alert works but the assign people doesn’t.
Hi all, I created an automation in Smartsheet that triggers when rows are added or changed. If I set the action to Alert someone, it works fine. But when I switch the action to Assign people, nothing happens. I’ve already tried adjusting the workflow, but the assignment doesn’t seem to go through. The alert action under…
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Errors/incorrect email addresses in approvals, request updates, notifications - bounce-back or alert
Hi there Is there an alert, notification, or 'bounce-back' is an approval, notification, or request update is sent to an incorrect email address or to an address that no longer exists? We have a request form in which our users need to include the email address for their Department head for approval. We have automation set…