Automations
Discussion List
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Daily Emailed Reports Suddenly Not Updating
Auto-generated daily Sheets (compiled from Grids fed by Forms) that have worked seamlessly since 2023 are now for the last 3 days being sent either with non-updated information or as blank reports. The reports will update when I open them. They are all created with formulas (they are not Smartsheet's Reports due to…
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Conditional Formatting Issue with established Dashboads
An issue started yesterday (8/24/2026) where conditional formatting stopped automatically updating from a sheet form through Dashboards without having to open up sheet, refreshing and saving before Dashboards would update. THIS IS A NEW ISSUE. IT WAS WORKING FINE PRIOR TO 8/24/2026. I have submitted a ticket, case number…
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Attachments not included in Smartsheet automation
I have several automations set up to send an email with attachments to our accounting department when I receive invoices for payment from the client. However, it appears the attachments are not coming through even though they have in the past. Are there Smartsheet software issues?
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Make fields required in update request workflows
When creating an automation workflow from scratch, where we request an update, is there any way we can make the fields that they have to fill out required? What we noticed when we did this was that multiple people were not completing all the information we needed them to, so when we would see what was updated in the…
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Deactivate all automation on a sheet
It would be great to be able to "select all" when deactivating workflows in a sheet. I create templates and archive sheets and if I forget to uncheck the box then I have to go and manually deactivate each workflow.
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Merged: 👉DISABLE ALL - toggle for automations while i work on updates to the sheet
This discussion has been merged.
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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 Suddenly Not Working
I built a sheet to track schedules with several trades with start and end dates for tasks. I created an automation that would check a box in column "Needs Confirmed with Trade" if I changed the start or end date and the mentioned checkbox is unchecked. Then I have conditional formatting highlight the row if this is checked…
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How can I get a live link to appear in a dashboard widget pulling from a sheet summary?
I have been using the Enhanced Global Updates feature in Control Center for the past year, and I want to have a widget point to project specific links, namely to MS Teams and Jira. The goal would be to enable stakeholders who have access to those know where to go when checking the project-specific dashboard. However, my…
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Automations not working in Table view (large table opt in)
Since I switched a sheet from Grid to Table View July 6th, none on my automatons have run. I even tried replicating an automation and got the following message: This is causing us a major headache as this process has worked fine for over five years with no issues