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Monthly Summary Report Without Daily Data
I have a report that I use to take daily numbers, and it will output a monthly summary. At this time reports are not optimized to be able to grab that data and just give me a monthly summary. I have no choice but to have that daily data in the report. I have over 26 different sets of numbers, so it fills up quickly and I…
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Request for Update Automation Logical Conditions
Hello, It would be incredibly useful to have the option to build a logical condition within the automation request for updates. Currently, our form is sent to our sales reps weekly for updates, but user errors often occur as they miss certain boxes. I am unable to implement the logic that if one box is checked, the other…
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Empowering users with Smartsheet Forms or Apps
Hi community. I hope all are well. I have an idea which can be useful to many using Smartsheet. While this idea and use are for a particular use case, it can have vast potential and versatility for several applications. Problem: Our current Smartsheet forms system lacks user control and transparency, leading to…
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Request Update/Notification with Attachment Automations
Hello, I have request an update automation that allows attachments to be uploaded. When an attachment is added, I have a notify automation built to include the attachment. The automation is functional and only works when an attachment is added via the request an update automation, but the notification doesn't include the…
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Why automation copies the row 3 times instead of once?
Hi everyone! On Smartsheet, I have a source file for which I created an automation. Through this automation, the 7 rows of the source file (whose values are updated multiple times a day) are copied to another destination file. According to the automation, the copy should only occur once a day at 4:00 p.m., and the goal is…
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Customizable Requests to External Customer & Validated Send Request System
Problem Statement External customers receiving update requests often face issues with email spam filtering due to off-brand, non-customizable emails. This leads to incomplete or delayed responses, making it difficult to collect necessary assets efficiently. Additionally, there is no built-in file validation, which can…
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Validation Phone prefix countries missing
When adding a Field in a Form and adding a Validation Phone, there are several missing countries: Croatia, Indonesia, Mauritius, Morocco, Nigeria, Philippines, Serbia, Taiwan, Thailand, Turkey, Vietnam, Uruguay and others. Would it be possible to check and update?
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Making Help Text Visible in Update Requests, Sheets, and Reports
It would benefit our workspace to have the Help Text, that is entered within a created form, be visible when users submit an update request against that initial form submission. It would also help to have the Help Text visible if the user were to enter the update request via their notifications (bell) pane and view in…
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i want multiple approvals from an automation workflow to be in an email. is this possible?
I am trying to send a monthly email with multiple rows in an approval email. Is this possible? Thanks
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External Update Requests
Hi, We are using Smartsheet for asset collection to our external customers but as of late we have been getting alot of "access" requests to our sheets from our customers. How do we remove the ability for the customer to request access to our sheet but still send the request for them to update/provide a file for us?
