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Adding Grid Fields into an Automation
Hello Folks, I have an automation that emails/notifies me when someone fills out a form (see Figure 1). The form has several fields, and I'd like to embed those in the subject line of the email or body of the email. I am able to get the information in the body of the email as that's how SS is set up, but I'd like to embed…
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Embed Smartsheet fields into Automation emails
It would be great if we could embed Smartsheet fields into the body of an automation email. For example, I have several emails going to different departments and if the auto email could be set-up like below, it would save time, clicks, confusion, etc.: <<Smartsheet field1>> has submitted a new request. The request…
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Email placeholders giving string of numbers?
I have never seen this before. I have an automation to send out an email and i have some placeholders. e.x. {{Ticket ID}} so would show {{10}}. When the email sends it doesn't send 10 but instead {{c:3029598009636}}. I made sure the Info inside the placeholder is correctly spelled and looking at capitalization is the same.…
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Automation Between Sheets?
Hello! I have 2 sheets and I'm trying to design some notification automation between the two of them and I'm not sure what I want is within SS' capabilities. Sheet 1 has an application associated with it, Form A. An applicant fills out Form A and the data is all populated in Sheet 1, the relevant info for this question is…
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Automations Errors
Every week, I export my employees' time from QuickBooks to Excel and import that data into a new Smartsheet. I have an automation that copies those imported rows into a template sheet that formats the time data. Within the template, I have separate automations for each employee. Each workflow uses the employee's User ID to…
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Checkbox not triggering Automation
Hi, I have a very simple automation set up where if the box is checked, change the dropdown column for that row to COE Team. I tried it and it didn't work. I waited for about an hour to see if it was taking a long time but it still is not working. There is no formula involved with the automation so it would be a manual…
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Is there a way to upload an excel file to replace a current sheet?
I have a 6 column, 10,000+ row sheet that feeds into other sheets of data through vlookup formulas, that I update on a weekly basis with new information from an outside source. the columns stay the same but the row #'s vary. is there a way I can upload the new excel version of the data to automatically upload the existing…
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Automation Issues - Values from Curly Brackets Not Appearing Correctly
Is anyone else experiencing this issue today (7/28/2026)? Every time an automated email triggers on its own today, whether it's a regular alert, update request, etc, the values that usually appear when the automation workflow includes a field in curly brackets (ex: {{First Name}}) appears as a weird alphanumeric value in…
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Intermittent failure of selected Smartsheet automations
Hello, I am experiencing an issue with automations in Smartsheet. Some workflows continue to run normally, but others stop working intermittently even though they were previously functioning as expected. The issue does not appear to affect all automations, only certain ones. An important detail is that when the affected…
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Index and Matching Formula Help
I am trying to make a formula that looks in a column on Sheet A which is a drop down containing all values from a column on Sheet B, finds the match, and then looks in the row in Sheet B where the match is found to find an additional piece of information and pull that back into sheet A. I am thinking I need indexing and…