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ワークスペース招待時のメッセージ重複について
ワークスペースにユーザーを招待した際、Smartsheetから招待メールが通知されるかと思います。 その際、通知されるメッセージ内容が重複して表示される事象が発生しています。 同様の事象について原因や解決方法をご存知の方がいらっしゃいましたら、ご教示いただけますと幸いです。 具体的には、以下のような内容のメールが送信されています。 ※一部伏せています 次のワークスペースに招待されました: 〇〇株式会社|デモ環境 〇〇(ユーザー名)さんがワークスペースを共有しました 〇〇株式会社|デモ環境 お世話になっております。 〇〇です。 打ち合わせ時にご紹介したプロジェクト管理用のデモ環境を共有いたします。…
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Cashflow Automation
Hello Community! One of the biggest requests from leadership is the ability to predict cashflow. I created a manual way to do this in my project portfolio but wanted to see if anyone could help me automate this. The cashflow should link to the dates and when the dates change it changes the cashflow. I created a video…
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Link to Download Attachment Missing
Hi, I have automations in place to generate various documents, based on the form completed. Once the document is generated, the user WOULD receive an email that included a message I create and then a link (at the very bottom) for the recipient to click on to download the generated document. Now, I still get the email but…
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Solve for Sending rows without Linking to Sheet
Hi! We have a project list that goes through our SteerCo for approvals on Wednesdays. I have an automation that sends all approval decisions from the meeting to the stakeholders following the meeting (set an hour after meeting conclusion). We have it set up so that only a couple admins can see the main sheet, all other…
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Row level Automation tracking
There should be a column option (like created by) that displays what automation last was applied to that row. You could see a history of what automations ran by using the cell history. This would require the use of automation ID's since the name/title of the automation could change. Automation ID's are assigned today, but…
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Are AI tools available for everyone?
Hi I recently saw the AI tools showcased on the Smartsheet website, but I can’t find them in my workspace. Are these features available to all users, or do they require a specific plan or additional payment to access? Additionally, could you please provide more information about the new features included with this…
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Why the dropdown menu is not searching for the first characther anymore?
Since a few days ago, the smartsheet started working differently. I used to write in a cell with dropdown menu the number "5" for example, and would show me the option "5 - built" straight away as first option. Now if I do the same, the first option that appears is "0.5 - waiting", this is really annoying because after…
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Update cell with the value from another cell
I need to be able to update the values in one cell when another cell has been updated/changed. I do not see an option when selecting "Change cell value in" to be able to have this point to another cell. I have tried putting {{cell reference}} in the dialog box but that just returns the text {{cell reference}} and not the…
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Repeatedly Invalid Yet Operating Automation
I am having a problem with an automation. Whenever it gets triggered I receive an email notifying that part of it is invalid. I go into the automation, resave it, and it will run just fine. I have tried deleting the workflow and remaking it and have tried deleting it and splitting the steps into separate workflows. Any…
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Automation circling and unsure how
I have automations circling between each other and retriggering. I cannot seem to find how it is taking place. Currently I have approval automations that are separated out in numeric order. Instead of going from one approval to the next, my trigger is a Place in Approval Process Column that changes to the next approval…
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Sending mails out of office through automation not working
Hi, I am trying to send mails to my vendors through my smartsheet. I have an automation workflow for this. When the value in column "Send Mail" is set to yes, it shall send a mail to people who are added in Supplier Contacts 1 column which is a contact list type. I get a notification saying "Not all recipients will receive…
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Critical path
So, I see that Smartsheet calculates the critical path in the Gantt chart. Hence, there is internal capability in the tool. Is there a possibility to create a Critical Path report based on the Smartsheet calculation? Rather than someone flagging the critical path activities.
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🔵 Available for Hire | Senior Smartsheet Consultant & Developer | Full-Time or Contract
Hi Smartsheet Community, I'm Abhijit Mohanty, a Senior Smartsheet Consultant and Developer with 12+ years of experience delivering enterprise-grade solutions for Fortune 500 companies, government agencies, and mid-market clients. I'm currently available for both full-time roles and contract/freelance engagements. What I…
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Project Management Workflows in Smartsheet – Looking for Input
Hi Smartsheet Community, I’m looking for some ideas and best practices on how others are managing project tasks and ownership within Smartsheet project plans. Our team is trying to build a cleaner, more standardized process for tracking project work, especially around assigning tasks, managing updates, and keeping project…
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Copilot Frontier integration
Microsoft now has an official Smartsheet Sheet connector for Copilot. It indexes Smartsheet content so Copilot can search and reason over it inside Microsoft 365. It's in BETA right now. What are some of your success stories / plans for this? Apparantly this can enable: multi-step work across Microsoft 365 applications,…
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The intermediary sheet not updating with the source
Hello, I have a destination sheet that is cell linked to a source sheet. The source sheet is constantly being updated (adding information, deleting information) but the destination sheet does not reflect those updates. Is there any work around this issue? Any way that the destination sheet reflects the updates real time? I…
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Date and Time
Good day. On my sheet, I'd like to find out if it's possible to calculate the elapsed hours of a job using the start date, estimated hours of completion (for the job) and finish date.
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Date and Time
Good day. On my sheet, I'd like to find out if it's possible to calculate the elapsed hours of a job using the start date, estimated hours of completion (for the job) and finish date.
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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?