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Visual layout of Automation builder screen
I'm a visual person and I frequently find myself taking pause while trying to add on to automations that have multiple decision points due to the way the builder lays out the decision points. It slows me down and makes me second guess if I have placed the decision point in the correct location. The decision point is…
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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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Automation to add links in a column in origin sheet from destination sheet.
Hi, I set up an automation to copy a row from someone's intake sheet when they assigned it to my team into my intake sheet. We did this so we didn't miss any of the metadata they are capturing. Can I set up an automation that copies a column that has "DAM Link(s)" from my intake sheet back into the original intake sheet…
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Make fields required in update request workflows
When creating an automation workflow from scratch, where we request an update, is there any way we can make the fields that they have to fill out required? What we noticed when we did this was that multiple people were not completing all the information we needed them to, so when we would see what was updated in the…
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Where are the auto-save settings
My sheets are no longer auto saving. When working on a building a sheet, if i hit the ESC button which I do as a habit sometimes, everything I have done since the last save disappears. It did not used to do that. It's incredibly frustrating as I'll be working on changes for 10-20 minutes then hit esc and everything I have…
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If Approved Path On Request Approval Issue
Hi Everyone, I'm having a heck of a time getting this automation to fire right..it requests the approval fine, but it won't do anything past "If Approved". I've even tried shifting the approval alert to it's own workflow with no luck. That one would say that it fired, but no notification came through..this is in a test…
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Inventory Tracker
Hi - I am looking to build an inventory smartsheet, but am having difficulty setting it up. I am not a guru... We want to input all of our inventory by barcodes (auto populating and grouping same-type products) into our main warehouse. From there, we want to scan those barcodes and deduct x amount of inventory to our…
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Automation email row limit issue
We are using Smartsheet for a sign up process with forms and automations. However, automation emails seem to have a limit of 20 rows per email. We need assistance in finding a way to increase this limit or explore alternative solutions.
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Email flexibility - a CC option
Hi There - part of the function I use Smartsheet for is notifying folk around changes. This almost always includes a specific recipient and a number of FYI's. Currently all recipients are at the TO: level in any email, it would be elegant if there was a CC: option as well. Although I probably wouldn't use it Bcc: field…
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Getting the Triggered by at least 5 other workflows but nothing is daisy chained
Hello, I'm seeing this error for the first time as I expand some capability in an existing workflow. Here's how this section with the error works. Scenario: a user puts in a request on the form with a check box indicating they will later upload the required file attachment. Automation sends a request for Approval with…