-
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 from and the data is all populated in Sheet 1, the relevant info for this…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
"Request an Update" Automation Errors
For some reason, when non-licensed contact users are sent fields to update via the "Request an Update" automation they are now prompted to get a Smartsheet license. We've gotten several complaints from customers, and our data is being negatively impacted as a result. This is a new error that seems to align with the roll…
-
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…
-
Problems with placeholder fields?
Hi - Is anyone else having problems with placeholder fields in update request automations today? I've been notified by my staff that our automations today are showing random text strings instead of the field data that they are supposed to. For example, in one of my sheets, there's an automations thatis supposed to show a…