Automations

Copy rows to other sheet as values only?
What are some tips please to copy/move rows to other sheet as values only? Specifically, rows which contain column formulae. Is there a known workaround, or should I just use DataMesh? My main issue with this is that I can't copy columns containing column formulae. Thanks for your help, Matt
Dynamic View for Approval
Hi, My intake form has a variety of requests and I am using Dynamic View to show only the relevant fields for the request type. The approvers will be using a Dynamic View to select an approval status of approve, deny, or needs revision. I am having trouble figuring out the automations when it gets denied or needs revision.…
Post Dashboard Demo Questions
I always get the same question after I do a dashboard demonstration. 😂 "How do I export this to Excel?" What are some questions you get after demonstrating a Smartsheet dashboard's capabilities?
What’s Your Elevator Pitch for Smartsheet? 🚀
Hi Smartsheet Community! I’m curious—how do you sell the value of Smartsheet in 30 seconds or less? We all know Smartsheet can transform workflows, improve collaboration, and make life easier—but when you’re trying to gain buy-in from leadership or teammates, what’s your go-to elevator pitch? Here’s the challenge: Keep it…
using fields in automations
Hello community! I'm working on an automation for a large spreadsheet of course owners. Some people own one course and some own 30. I'm trying to create an automation where course owners would only see the fields in the rows they are responsible for. I'm attaching images of how I set it up - for the test I'm just using my…
Merged: "Record a Date" should record current datetime instead of date
This discussion has been merged.
Copilot Frontier integration
Microsoft now has an official Smartsheet Sheet connector for Copilot. It indexes Smartsheet content so Copilot can search and reason over it inside Microsoft 365. It's in BETA right now. What are some of your success stories / plans for this? Apparantly this can enable: multi-step work across Microsoft 365 applications,…
Appointment Booking Smartsheet?
Hi There, Just wanted to come on and see if anybody on here has created a booking system on Smartsheet either using a sheet or form. I would require to have a selection of dates with duplicated time slots (example. there would be 3 available appointments at 9am on Tuesday). I can't think of a way of doing this where the…
Automatically Updating Start and End Dates
When converting a project to a template, the start and end dates are usually no longer accurate. Is there a way to change all the dates without manually doing so one by one? For example if a template had 12/31/2025 as the due date, and I want the new project to be 12/31/2026.
ISO 8601 date format
The ISO 8601 standard defines an internationally recognised format for representing dates and times, ensuring logical ordering from the largest to the smallest unit (YYYY-MM-DD). This system eliminates regional confusion and guarantees that dates sort accurately as text. Considering agentic solutions such as Copilot…

Copy rows to other sheet as values only?
What are some tips please to copy/move rows to other sheet as values only? Specifically, rows which contain column formulae. Is there a known workaround, or should I just use DataMesh? My main issue with this is that I can't copy columns containing column formulae. Thanks for your help, Matt
Dynamic View for Approval
Hi, My intake form has a variety of requests and I am using Dynamic View to show only the relevant fields for the request type. The approvers will be using a Dynamic View to select an approval status of approve, deny, or needs revision. I am having trouble figuring out the automations when it gets denied or needs revision.…
Post Dashboard Demo Questions
I always get the same question after I do a dashboard demonstration. 😂 "How do I export this to Excel?" What are some questions you get after demonstrating a Smartsheet dashboard's capabilities?
What’s Your Elevator Pitch for Smartsheet? 🚀
Hi Smartsheet Community! I’m curious—how do you sell the value of Smartsheet in 30 seconds or less? We all know Smartsheet can transform workflows, improve collaboration, and make life easier—but when you’re trying to gain buy-in from leadership or teammates, what’s your go-to elevator pitch? Here’s the challenge: Keep it…
using fields in automations
Hello community! I'm working on an automation for a large spreadsheet of course owners. Some people own one course and some own 30. I'm trying to create an automation where course owners would only see the fields in the rows they are responsible for. I'm attaching images of how I set it up - for the test I'm just using my…
Merged: "Record a Date" should record current datetime instead of date
This discussion has been merged.
Copilot Frontier integration
Microsoft now has an official Smartsheet Sheet connector for Copilot. It indexes Smartsheet content so Copilot can search and reason over it inside Microsoft 365. It's in BETA right now. What are some of your success stories / plans for this? Apparantly this can enable: multi-step work across Microsoft 365 applications,…
Appointment Booking Smartsheet?
Hi There, Just wanted to come on and see if anybody on here has created a booking system on Smartsheet either using a sheet or form. I would require to have a selection of dates with duplicated time slots (example. there would be 3 available appointments at 9am on Tuesday). I can't think of a way of doing this where the…
Automatically Updating Start and End Dates
When converting a project to a template, the start and end dates are usually no longer accurate. Is there a way to change all the dates without manually doing so one by one? For example if a template had 12/31/2025 as the due date, and I want the new project to be 12/31/2026.
ISO 8601 date format
The ISO 8601 standard defines an internationally recognised format for representing dates and times, ensuring logical ordering from the largest to the smallest unit (YYYY-MM-DD). This system eliminates regional confusion and guarantees that dates sort accurately as text. Considering agentic solutions such as Copilot…

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