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Issue with Future Dates and Global Time Zones
Hello Community, Looking for some help today to figure out how to correct time zone differences with dates. I have set up an Automation workflow to remove future dates in schedules and send notifications to the PMs. This would prevent future dates being collected in reports and dashboards. The settings for the Owner…
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Does the cell history come over when a row is moved from one sheet to another
I have written an automation that moves content from one sheet to another when certain criteria are met. I thought the cell history came across with the row but when I click on "View Cell History" after it is moved, I only get the history for the move and nothing prior. Is this working as designed?
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Approval Request
Good Day Everyone Can the client comment from the approval request on Smartsheet be sent with the mail automation when client has approved or declined the request. Would like to see the client comment with the automation mail and not just in the row? Kind Regards Anthony
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Workflow Update Notification Emails Not Highlighting the Updated Cell in Yellow
So, I am trying to set up a fairly comprehensive notification to my colleagues, when specific data regarding their assigned events change. I selected as many of the changes as I was allowed (19 appears to be the max). And while the automation seems to work, it isn't highlighting the cell that was changed in yellow. Which…
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How to Get Attachment to Work on Automation
Hello All! I have an automation that is set as Trigger: When a Date is Reached —> Run Once on Date at 5pm. Conditions: Where two separate checkboxes are checked. Alert someone—> Message, Link to sheet and specific fields (an attachment). The automation worked except the attachment. It wasn't included at all on the…
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automation not working
My team works on an Onboarding Tracker where we are adding an automation rule to notify the HR Person working on someone's contract when there is change in start date. The agent name is contact list and start date is a date column but still the automation wont work!
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Smartsheet Automation Changing Data
We've recently experienced a single file category for several accounts that was changed when it shouldn't have been. Imagine out of 100 "Live" accounts, 20 of them were randomly changed to "Inactive." When I View the Cell History looking for the culprit, it tells me that it was changed by "Smartsheet Automation" and also…
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Continuously update a single cell from a regularly updating form?
Hi, I'm new to Smartsheet and was asked by a colleague if this was possible. We're tracking maintenance needs for on-site business assets that will be managed by a large group of employees. I have a sheet with each asset and their subsequent maintenance needs, plus fields for date of most recent update for each. I want to…
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Not receiving emails when manually pushing an automation from a sheet
I recently manually pushed an automation for specific rows in a sheet, to send the automation to myself. the workflow confirmed it was successfully completed and I received the email in my inbox minutes later. I went back a second time to push the same automation to a different set of rows, to send to myself and I never…
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Update Assigned Person only for active phases
Hi, I’m using Smartsheet with a Master Sheet(All over Projects Basic Summary) and Individual project sheets that have multiple phases. When I change the Assigned Person in the Master Sheet, I want: •It to update only phases that are Not Started or In Progress •It should not change phases that are Completed Is this…
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Abnormal Display of Hyperlink Content in Notification Emails
Hello, Team Our team has encountered an issue while using Smartsheet. We have applied the Hyperlink function in a data management sheet to link the Quote ID to the corresponding sheet. This hyperlink is integrated into the automation workflow of Approval Requests. When a requester initiates the approval flow, the hyperlink…
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Resource Management Token Management
I recently needed to reset the Resource Management Developer API token. Smartsheet allows this to be done via the UI. Resource Management required this to be done via API which was more complicated for someone with my experience. Also, there is only one token for the entire account which does not match Smartsheet's…
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Business Process Flowcharts
Does Smartsheet have the capability to create business process flowcharts or process documents? Im looking for something similar to Vizio or lucid chart?
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Looking for Best Practices: Smartsheet Task Management & Analyst Notifications
Hi Smartsheet Community, My name is Chris Miller and I work at Penn State Health as a PM. I’m looking to gather some insight and best practices from others who are using Smartsheet for project planning and team coordination. Specifically, I’m trying to refine how we manage task assignments for technical analysts within our…
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Automated Alerts when rows change - why are the changes not highlighted?
Today I set up an automated alert when rows are added or changed, but when I get the notification email the specific changes are no longer highlighted as they were before (as recently as last week). Has something changed? Has anyone else experienced this problem?
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Using Bridge to populate Contact Columns
Hello, I am using Bridge to map specific columns to another sheet. I am finding using the Contact column is extrememly problematic. I have a column that lists internal staff so the names are loaded in Smartsheet contacts already. However, when using Bridge, it works most of the time until it doesn't. Also, I have columns…
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Scheduling Calendars Switch to Smartsheet
Hello! We have a scheduling team that is working out of 5 Google Sheets they created to look like calendars - each tab is a new month and each role they schedule has a different Sheet. There are different scheduling rules to take into account with each role type which makes it nice to see them separately. Their current…
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Need Help to Resolve Auto Allocation Automation Issue
I am unable to run this auto allocation automation. It is showing: "This column supports only one assignee" and "This is a contact list column." Please help me solve this issue
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Dynamic View filter
I am revising a column in my source sheet. It has a dropdown window where I am adding more keywords. However, when I go to the dynamic view filters to search, the newly added keywords do not appear. Is there a limit as to how many items will show in a dynamic view filter dropdown menu?
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If the checkbox is checked copy the row
I am having issues solving a problem. I have a sheet containing multiple columns (3 text/number, 1 date, 1 contact list, and 1 checkbox). Made out of around 150 rows. I want the rows copied to another sheet if the checkbox is checked. I tried: Using a copy row automation which works but rows are always copied at the end of…