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Recover Data Shuttle workflows
For large organizations, allow Admins to recover the sheets, automation workflows and data shuttle workflows created by users who have left the organization and assign them to other users who took over the respective role. Currently, the only option is to start over, which involves not only time and labor, but also…
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Resource Planning: Calculating Weekly Hours Remaining for a Project
Hello, Goal: To view estimated hours per resource per week. I am looking for a way to calculate the weekly hours remaining on a project, per person. I am referencing my project plan as the source sheet which has: Resource Name, Estimated Hours, Start Date, Due Date, Week Start, Task Name, etc. In a summary sheet, I would…
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INVALID COLUMN error in "Alert Someone" Automation
Our team uses template project folders to easily create each projects schedule and trackers. We use the "Save as New" functionality attaching all reports to the newly created folders. Recently, after saving as new we are getting this "Unable to Run" notification for the automated notifications within our schedule. When…
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How do I set SmartSheet to include attachments on the emails that it sends from automation?
Has anyone had success in having SmartSheet include attachments on the emails that it sends from workflow you set up? When I create a workflow in SmartSheet to send an alert to someone I want to have the email the user gets include an attachment. Currently my trigger for the workflow is when the data in a certain field…
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Merged: Rich Text Formatting in Workflow Emails
This discussion has been merged.
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Workflow action to set a date to a relative date or static date
I am requesting a formula that would allow me to update a date with something other than today which is done with "record a date". I may want to record 3 days in the future or possibly a fixed date such as "12/25/2026". This would allow me to set fields that can be used for alerts while leaving them editable since they…
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Workflow Action to increment a Cell value by some number
As a programmer there are many cases that I would like to take a number in a cell and add some value to it. I dont have a particular use case in mind currently, but this allows another tool in the box for coding complex systems.
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Time zone discrepancy in Automations
Hello! Something strange has happened - my Smartsheet profile is set up for AZ time zone, and my workflows have followed that. However my Automation workflows switched to Eastern time today, so due to the time difference they all went out incorrectly. How could my Automation workflows run off a different time zone than my…
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Column Dependencies and Formula Auditing
I wish there was a way to select a column/ cell and see all formulas and automations that reference it. Similar to Excel's "Trace Dependents" and "Trace Precedents." This could all be part of a formula auditing tool that would let you see all formulas on a sheet and which column they are in.
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Save As New Workspace / Copy Row Automation
It would make the world of difference if when you deploy a new workspace any copy or move row automations would update to the new workspace not point to the template.