Automations

I created 3 identical workflows designed for 3 partner bids. When I "test now" or "run now," the custom message with links is correct. When I let the automation run it, the date of the message comes out 2026-07-08 and the $ and commas are missing from amounts. The automation for the first flow is always correct, but 2 and…

Our account has been broken since Aug 13. Every cross-sheet reference returns #REF, dashboards cannot reach their source reports, and creating a new reference fails outright. 94 sheets and 11 dashboards are affected, and the work that depends on them is blocked. Case #09786267 was opened on Aug 14. Since then: Aug 14…

I have recipients (View Permissions) of workflows that must enter information into a specific column on the sheet. Are they able to complete this task with view-only permissions?

Details of how to send Outlook emails using a template that is populated with Smartsheet data and triggered in Smartsheet. This solution is complex. Some details have been blocked out for privacy. I had to split this into two posts due to the length. 1 of 2 : How to send Outlook emails using a template populated with…

Hello Smartsheet Community! 👋 I'm Liju George Varughese from India, and I'm excited to be part of this amazing community. I currently work as an Assistant Manager – Group Transformation Model at Sodexo, where I help teams build scalable solutions using Smartsheet. My work focuses on project and portfolio management,…

Hi, I am looking to see if its possible to use automation to send out customised excel exports regarding individuals to their respective managers. I have an enterprise plan with access to Dynamic View.

I would like to understand if its possible for child tasks to automatically populate 100% if later tasks are 100% before others. Example in the picture. The third task is 100%. Can the first two tasks at 0% automatically be changed to 100%?

Is there a solution in the works that will take the PDF you add to a row and transcribe that data automatically to the row? My process involves entering data from the same form into a row where the columns match the categories on the form. The automation would have to find things like the lot number and defect counts under…

Some existing, common Smartsheet features are not currently available in the various MCP Connectors. Can we please add things like: Sheet Summary fields, Cross-Sheet References, Forms, and Automations to the list of what the AIs can 'see', create, and modify.

Hi All, We currently have a live issue with automations that are unchanged and have been running successfully for months & even years. I am trying to acertain whether it is just in our company that these are failing or if it is platform-wide. In summary, we often use automations on new records either by triggering if an…