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Help Article updates November 2025
Hello Community, We’ve published the following new content. New videos on these topics: How to use Brandfolder insights in Brandfolder insights How to create advanced automations in Trigger blocks: When your workflow is executed And new Help articles, including: Create linked dropdown columns Use timeline view in reports…
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Automation to Move cells without individual logic
Hi Smartsheet Community, I’m looking for assistance with optimizing our workflow for our project intake process. Here’s our current setup: All project requests come in via a single intake form. They populate into our Prioritization Tracker Rows are triaged as Declined (move to Declined sheet), Backlog (move to Backlog…
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My data shuttle filtering is not correct in upload
upload workflow runs perfectly, but the filter has projects less than 31st march 2025
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Return blank when count total is zero
Can you give me a variation of this formula that delivers a blank if total counted is 0? I want to use it in forward months so I don't have to update the metrics sheet monthly, if possible. Thanks, Lisa I tried the IFERROR and IF(COUNTIFS( I could find but most deliver Incorrect Argument. =COUNTIFS({4Q2025 FPG thru Oct…
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Automation Help Please - Change Cell
Hello smartsheet community! I am basic familiarity with automations. I've created dozens, but they have all been fairly simple. Right now I am working on some automations for our project management templates, specifically our project plans to automatically when a task is delayed. I have created 3 separate automations…
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Can form submitters update their form information w/o being shared to the sheet?
We have external sponsors submit information via a form. At the time of submission, they do not always have all the information needed. We need a way to send them reminders with their partially completed form and have them complete missing information without sharing the entire sheet with them. Is this even possible?
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What’s Your Elevator Pitch for Smartsheet? 🚀
Hi Smartsheet Community! I’m curious—how do you sell the value of Smartsheet in 30 seconds or less? We all know Smartsheet can transform workflows, improve collaboration, and make life easier—but when you’re trying to gain buy-in from leadership or teammates, what’s your go-to elevator pitch? Here’s the challenge: Keep it…
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Data Shuttle to Power BI
I am working on a project for a client, where they want to have dashboards built out for data analytic purposes that update automatically. The client already invested money into data shuttle, so data is automatically going to pull from the different data sources. Given that Smartsheet dashboards have limited analytics…
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Use AI to create WBS numbering
So much time, effort and $ has no doubt been invested in installing AI into Smartsheet yet the most fundamental issue of WBS numbering still has not been addressed. How about using your own (or someone else's) AI module to generate the process to automatically insert and update the WBS numbering for all Smartsheets? Then…
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Automatically move records to different sections based on their status in my Project Intake sheet
I’m trying to build a workflow to organize projects in my Project Intake sheet based on their status. In the sheet, I have several sections: Active Completed Archived Test Projects Cancelled Each section corresponds to a specific Project Status. I’d like the workflow to automatically move a project record to the…
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work order billing and Inventory Module intergration
Hi, My name is Jeffrey Beal, and I am the Procurement and Warehouse Manager, overseeing direct reports including transactors, a Procurement Analyst, a Storekeeper, and a warehouse worker. My team and I currently track and manage our purchase requests in Smartsheet, alongside two other different systems, to support our…
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Working with Automation Workflow conditions
I have an Automation workflow that is scheduled to send an email to a list of current committee members, asking them to complete an intake form (form link is included in the message body). Below is that workflow: I have a symbol column in my sheet called “Form Sent”, and each row will be given a green dot to show the form…
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Can attachments be included in the body of the email?
Has anyone had any luck or figured out a work around to include attachments in the body/message of the email? I have received feedback from recipients of the emails that it would be more efficient to be able to download the attachment directly from the email, rather than open an update request, open the file, save the…
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Copying column to another sheet
Hi, I have a sheet that includes a calculation to update the value in a specific column in real time. We'd like to track the values over time (monthly) and are looking to automate the process of copying the column and pasting it to another sheet, so we'd be able to create a line graph that shows changes over time. I am…
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E-mail address format - update to allow e-mail addresses to start with a +
We have an update request embedded in a workflow but cannot send these to all our external partners due to the format of their e-mail address. Emails that start with a "+" such as +ABC-123-Country@domain.com are not supported due to the leading + Please extend the functionality to support this e-mail address format - will…
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autopopulate the percentage complete based purely on the time passed
My goal is to have the percentage update automatically each day. If the task has a duration of 45 days and we are 3 days in, I need it to show the percentage complete. It would cap at 100% once it has reached the end date
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Automation Daily Trigger
I have an automation set up to email certain team members if values change on a sheet. The trigger is set to Daily so that it doesn't send them a bunch of emails every time I add data. What I want to know is, at what time do these usually run? I want to make sure that it is not sending out the email before I have finished…
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Is there any automation workflow which saves the sheet after the trigger
I have a sheet where it have some formulas which works on present date. Because of using today function in the formulas, the formulas are not getting updated until I open the sheet and click save.
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Stopwatch Style Time Tracker
I believe the community has been looking for a solution for years. I have successfully created a way to have Stopwatch Style Time Tracking – On any sheet, at the parent or child row, by individual, and allowing manual edits! This is without using Resource Management. I used Bridge to handle the automation and two sheets…
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Stopwatch Style Time Tracker
I believe the community has been looking for a solution for years. I have successfully created a way to have Stopwatch Style Time Tracking – On any sheet, at the parent or child row, by individual, and allowing manual edits! This is without using Resource Management. I used Bridge to handle the automation and two sheets…
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Bulk deactivation of automations
It would be incredibly useful to enable owners or admins to bulk deactivate automations within sheets. I'm currently having to manually deactivate 144 automations one by one!, the ability to 'select all' would be very useful when doing updates to my sheets.