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Automation and Forms
If i have a Microsoft template that i have to collect information and fill out. If i created a form to collect the information that's needed for the Microsoft Template, Is there a way to utilize the information from the sheet to automatically fill out that template and email it out to respondents on the list?
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Bi-directional celllinking
Currently, when cell links are created, the updates have to originate from the source cell, and then propagate through the subsequent links. Particularly in a Control Center setup, you can have 3 or more sheets that link (from the intake sheet, to a metadata sheet and then to the project plan, is one example). As an…
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My entire sheet is showing Invalid Argument Set
Hi! I'm pretty new to Smartsheet so I have no idea what I did or how to fix it. BUT we're using it as in invitation platform for an event we run. On my Registration sheet, it pulls data from the Data Intake Sheet. The Data Intake Sheet had an extra column called Travel Group that the Registration sheet did not have. This…
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Perpetual dates
I have a formula that will give me a date. However, when the date is < then today, I want to add lets say 80 days or reference another cell. My formula keeps giving me an error and I tried chat GPT, but no dice. Any help would be appreciated 💖🥹 This is my base formula to give me the initial date: This formula is located in…
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Broken formula - linking cells from one SS to another - help!
Hi. Someone on my team mistakenly broke a formula that linked a column called "Construction End Date" between 2 SSs. Source sheet name: De Novo SS Pipeline Source sheet column name: Construction End Date When a Construction End Date is typed in here, it should auto-populate a sheet named De Novo (New Builds). Target column…
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Make Rows From "Active Projects" Sheet Transfer to Another Sheet ("Invoicing") Upon Job Completion
My company uses Smartsheet on an extremely rudimentary level. We are not tech savvy; we are tragically behind. We have only figured out to use one automation so far, which is when a new cabinet-related "project" gets automatically added to our "Active Projects" sheet from our "Sales Pipeline" sheet. But we have a major…
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Change Cell Workflow across sheets
I know that some of this can be achieved with linking and some manipulative formula but I think it would be great (at least for me ;-)) if there was the ability to change the content of a cell on one sheet from an automation on another. My scenario: I use a date/time based automation to copy pertinent cells from one of my…
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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…
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Cell value for main or subworkflows.
I am trying to create a formula or workflow that changes a cell value to a value in another cell. I tried with workflow, but I can only assign a text or specific value from a drop down. But I want to assign a value from a specific cell. Formula would help, but this then needs to change depending if the cell is already…
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Quoting tool
I am trying to create a quoting tool for our fencing company. I need to add # of products + pricing and have a data field on the quoting form that calculates the total. Example: 50 Ft of fence at $10 = $500. Can i get that to calculate on the form? Trying to create a final quoting page to give customer. how do i do that?