Automations
Discussion List
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Automation Upgrade Idea: Message Only option to include list of columns
Hi Team I am building a message in an alert and I am already using the {{ Field }} to build it. However, I have to go back to the sheet to consult how each field is exactly written. I wish message only option had the columns listed below with the drag and drop around the text we are building, kind of like we do when…
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MVP zu Microsoft Copilot für smartsheet.eu
This Guide was not useful: Access Smartsheet in Microsoft 365 Copilot | Smartsheet Learning Center We aren't sure if it applies to smartsheet.eu as well. How do we set up an MVP for Microsoft Copilot?
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Automation Question
Hello, I have a sheet that I'm trying to create a fairly straightforward notification automation routine for, but it seems I'm doing something wrong. The relevant columns on my sheet are "Email" and "Account Type," so 2 entries would look something like this: Email: abc@abc Account Type: Monthly Email: cba@abc Account…
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Delete a Row Automation
Can we add a "Delete a Row" just like we have the option to Move or Copy a Row option.
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Copy Rows - Workflow is NOT brining the actual modified date, but its update the workflow table updated date
Hello Team, I have created a workflow "Copy a Row to another sheet when specified criteria are met". The source sheet is having "Last Modified Date" generated by system. After triggering the workflow, I went to the targetsheet and I have added 1 more column for writing a calculation. Now, after the workflow triggered, in…
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Automation workflow - how to create condition to change a cell value when Column (Requestor email address) is equal to Column (User email address)
For a user access smartsheet, how would we add an automation that changes a cell value where the Requestor Email is the same as the User Email for specific roles? We do not want the person requesting access to be the same as the user for who access is being requested, as certain roles should not request access on their own…
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Update Request and Alert Automation Questions
I have two questions as I'm working on building automations for Update Requests and Alerts: In the new Requests Panel in Tabel View, it doesn't seem to show completed requests, only incomplete requests. Is that correct? It's a little confusing because the "Status" indicator in the Requests panel shows how many of the…
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Smartsheet Form Logic Not Hiding Conditional Field
Hi, I’m working with a Smartsheet form and created conditional logic for the “Feature Implemented” field. The logic appears to be configured correctly: if the value selected in “Feature Implemented” is “Other,” the field “Feature implemented if other” should be displayed for the user to enter additional details. However,…
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WARNING! Template Automation with "Send to specific people" IS BROKEN
Warning! On approximately 8/13/26 ALERT automation in TEMPLATES that use "“Send to specific people” no longer works. It will become disabled when the template is used. (It may not break immediately on the first use of the template, but it will break.) You may receive no notification that there is a problem. Smartsheet has…
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"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…