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More granular time options for needed for Workflow triggering
Currently Triggering recurring workflows are only supported at the top of each hour. For instance 10:00, or 11:00, etc. Would like the ability to set 10:30 or 10:45. Perhaps the inteface can stay hourly so it doesnt get huge, but have the ability to manually edit the time directly to any custom time.
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"Move row" automation option for "origin sheet"
I have a few Smartsheet solutions in place where a sheet is a destination for "Move row" automations from multiple sheets. For example a "Completed" sheet could have rows moved to it from 20 other "Active" sheets (each active sheet having a "Move row" automation to move rows at the end of each day when all checkboxes are…
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Create sequential IDs based on columns responses
Trying to create automatic sequential ID numbers based on the date to ship and where the sample goes. Have a general auto numbering Row ID, have (thanks to reading other questions and responses) figured out how to designate a year. Now I would like to number the Internal (INT) shipments separately from the external…
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Automatic emails for approval - intermittently not sending
I have had approval workflows and notifications built into a couple sheets for about a year now. In the past month, I am getting a lot of feedback saying people did not receive the email request for approval or notification email. It isn't all the time, just sometimes and there does not seem to be a pattern on which ones…
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Using AI and Voice to Simplify Task Updates in Smartsheet
Hi everyone, I wanted to discuss how AI-driven input methods, especially voice, could simplify everyday tasks and update workflows in Smartsheet. In many project environments, updates, action items, or follow-ups arise during meetings, calls, or brief discussions. These are often added to Smartsheet later, which can lead…
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Smartsheet form with built-in AI
You could have a form with built-in AI. Eg: we have a form that becomes a row in our matrix tracker Smartsheet. For example: Marketing Manager Geraldo works with AI, so the form will start asking his name/email. Based on that, the form will make suggestions(what kind of Asset: Brochure, Flyer..) , category(AI for industry,…
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Automation to send Reminder @ 60d, 30d, etc
Hello team! Hope you all are having a wonderful holiday season. I am trying to set up an automation that will send an email reminder one time when Next Update Date = 60 days, then another automation at 30d, etc. The key is I only want it to send the reminder one time when Next Update threshold is reached. Is this possible?…
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Emails sent via Automations not working
Hi, My team uses smartsheet to create and notify our team that a user has opened a ticket. We have noticed that emails that are sent via automations are either extremely delayed (several days in some cases) or not being sent out at all. Has anyone else experienced this? Is this an issue on the servers from the issue…
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Issues with Email Automations
We are curious if anyone is experiencing issues with automations that are to generate emails. We've been seeing gaps with a number of these automation on various sheets, where the sheet will record a date of when the email was sent, but it is either never received by the recipients or it is received hours or a day later.…
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Changing cell value automatically based on form responses
I have a form that will be filled out internally. There's a cell labeled "Department" which contains 8 dropdown list values. There's a another cell called "Executives" which are the leaders of these departments. In the form, I'm attempting to do a logic where when you choose a specific "Department", then the cell…
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Automated Dashboard Snapshots & History
Problem: Current Limitations Ephemeral Data: Dashboards are "always live." As soon as the underlying data changes, the previous state of the dashboard is lost forever; there is no native way to view "what the dashboard looked like last Friday." Manual Workarounds: Users must manually use snipping tools or "Print to PDF"…
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Editable AI Dashboard Widgets & Dynamic Data Sources
Problem: Current Limitations Locked Data Sources: Once an AI-generated chart is created on a dashboard, the underlying data source selection is locked. You cannot simply "Edit" the widget to add a new sheet. Inability to Scale: If a project expands (e.g., a new team sheet is created), the existing AI visual cannot be…
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Batch Sheet Creation from Template
Problem: Current Limitations Manual Repetition: Provisioning a large project (e.g., 50+ distinct team sheets) currently requires manually executing the "Use Template" or "Duplicate Sheet" workflow 50 separate times. Time-Consuming Setup: There is no native bulk-action to instantiate multiple files at once, creating a…
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Public links to sheets in automated emails?
I am trying to send non-Smartsheets users information on forms. I know I can create a publicly accessible and editable link for the overall sheet/form, however, when I set up automated emails with links to the forms, the links to sheets/rows still require a login. Is there any way to get around it so that emails sent…
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Customer file name stopped working when generating pdfs
I am working on a sheet where employees enter info into a form, the request is approved/denied by the supervisor, and if approved a pdf is automatically generated. The fields to my fillable pdf are all routed correctly and work, but I am having problems with auto naming the files correctly. They all are named after the…
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User Types for Update Requests/Forms
Hi there! Our Account Manager today informed us that users would need to be paid members to receive and complete Update Requests going forward. I can't imagine that Form users would need to be members, but I don't know how that differs from Update Requests, since neither requires access to the underlying sheet. Is it…
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Prevent row change automations triggering when new rows are added
Currently any form with column formulas will trigger row change automations every time a new row is added. This results in both the new row automation AND row change automation sending every time a new row is added. Both the column formulas and different messages for new vs changed rows are necessary so just using row…
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How do the automated notification attachment triggers work?
This should be straightforward information but I can't find it anywhere. How do the Automation triggers work for attachments? I assumed: An attachment is Added = New attachment An attachment is Changed = New version of existing attachment. But I just had an 'Added' attachment notification trigger when I uploaded a new…
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AUTOMATION SEND FROM: FULLY CUSTOMIZABLE MAIL DOMAIN
I've made an automated mail that is informing our clients about their project. But, the main issue is that the @smartsheet.com @app.smartsheet.com is often ending up in their junk or spam folder. So, my wish is that the Send from function could either be the mail adress of a contact in a certain cell or just a fixed value.…
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Have two auto-number or rank by created date?
Okay, so I have been working this problem for a few days and it's officially making me crazy. Here's the problem statement: I have 3 intake sheets for different business units. Each has an Auto-Number column that has a prefix for the BU. I need to consolidate all of the attachments from those 3 sheets into 1 sheet. So on…