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Approval Request Automation: Need User to Fill Out Fields
Hello, I'm trying to create an Approval Request automation, but I need the following actions: When approved: for user to type out their name When declined: for used to type out a reason I'm able to select the columns I want the information to be populated in on the automation, but it shows an error message. Is there no way…
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Automation workflow not including attachments in notification emails correctly
Hi ! I am trying to figure out why some email notifications include attachments and others don't. I have a few teammates who add attachments to the rows when certain columns are triggered by a checkbox. I have my automations set below. And you can see once column was checked email includes attachment, but same email it…
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Form Entry cross field validation
Create a way to automatically notify an operator as they are updating a form and hit submit that their entries do not match and it's a failed audit other than waiting for an email notification and checking the sheet for conditional formatting. ex. Audit Form is for ensuring batch numbers match from 2 items. If the operator…
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Merged: Add Automation Run History Log for Alert, Notification, and Action-Based Workflows
This discussion has been merged.
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Issue: @mentions in Dynamic View Link to Source Sheet Instead of the View
We’ve run into a limitation when using @mentions in Smartsheet Dynamic View comments . When a user is @mentioned from within a Dynamic View , the email notification they receive includes a link to the underlying source sheet, not the Dynamic View where the comment was made. This can be confusing—especially for users who…
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Flagging Tasks as 'Blocked' if Predecessors are past due
Hi everyone! New to Smartsheet and trying to build some features for my company. I've been doing a lot of reading and tutorials, and I think I'm close to the end of this problem. Like the title says, if a task goes past its due date, I would all of its dependents tasks to flip to 'Blocked' status. I made it so far as to…
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Tired of messy image attachments in Smartsheet?
Tired of messy image attachments in Smartsheet? I built a small tool that lets you upload images directly into **cells (not as row attachments)** — making sheets much more structured and easier to review. 🔹 Before: Multiple attachments per row → hard to track 🔹 After: Images mapped to specific columns (clean & organized)…
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Issue with Automation Not Triggering from Data Shuttle + Formula Helper Column
I’m running into an issue with a Smartsheet automation not triggering as expected. I have a Project Status Helper column (checkbox) that is a formula column. The formula checks if Project Status is blank, and if so, it checks the box (intended to flag new projects). New rows are being added via Data Shuttle. I have an…
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Smartsheet Automation Problem
Here is a very simple automation which says that if a row is added or changed, and the value of Status is blank or 'On Hold', then change it to 'Backlog'. Now i add two rows, first has status blank, and second has status 'On Hold'. The automation changes the value of second row and not the first. Anyone has an idea why? Is…
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Can I set up automation to copy a row to another sheet and duplicate there based on specific criteria?
We're using Smartsheet to track the number of vacancies and the subsequent recruitment process to fill them. Most of these vacancies are multiple openings for the same job role and we have how many openings on the sheet (e.g. 3x HR Coordinators). Currently, we're using a sheet to set-up the vacancy (settle on job…
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Override formulas and hard code cell values once a row has been locked.
I'd love to have a condition where cells or columns are hardcoded or locked once critiera is met. Currently the lock feature does not override any formulas, so values can change within a locked row should a formula trigger a change. This defeats the purpose of a locked row in my opinion. Since we have many helper columns…
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Hide the title bar from emails
For the automated emails, I need this section hidden or smaller. Most of the time, I have to scroll down to even look at one sentence of actual data.
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Save & Resume Update Requests + Automation for Unchanged Rows
I’m currently building a Client Health Report where CSMs provide monthly updates across their clients. Challenge #1: No “Save & Resume” for Update Requests Many CSMs manage a large number of accounts and don’t always have time to complete an update request in one sitting. Right now, they must submit everything at once,…
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Workflow condition
Hi All, We have a workflow that requires approval from HOD followed by approval from CRO. In the normal situation the HOD is different from the CRO and each individual receives the approval notification email. However, in some cases the HOD is the same as the CRO. So he is getting 2 email notifications for approval. We…
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Automatic email replies going to personal inbox
Good morning, Smartsheet community! I work at a community college and recently began utilizing the Smartsheet automations to send email reminders to our specialty program students. In the email body, we provide an email they should contact with any questions they have. However, I have had some students reply to the…
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Automation Message to specific contact with only their relavant entries
I have a grid with date from multiple users. I want to be able to send out a message each month to the user showing only the entries they provided. For example, Leo would get one message showing his client, date, program name and #_participants. While Sandy would get one message with the two different clients and the…
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Enable attachments in automations when using 'message only' option
We receive data from externals which we then need to verify. Once it's verified we then email them back a PDF (that's been generated using 'generate document' feature) as it contains the crucial information that's been verified, and they can keep as a confirmation. Currently, I use the message only format in an alert…
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Merged: SHARE A FOLDER WITHIN A WORKSPACE
This discussion has been merged.
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Bridge Search Sheet module - Filter by Date value
Hello. My LOB uses Smartsheet as a form of staff management system. This includes essentially creating a Workforce Management (WFM) tool in Smartsheet. Using Bridge I have managed to automate many of the daily attendance process and am now looking to add a flow to auto update time off requests to approved for future dates…
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how do I record the date that a particular drop down option from another cell was last selected
how do I record the date that a particular drop down option from another cell was last selected. In this instance i want smart sheets to record the date that "4. waiting for customer response" was changed. I want to apply this automation to the whole sheet.