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Best practice for cross-team project dependencies and consolidating reporting?
Hi everyone, I am looking for advice on the best way to architect a cross-team project tracking system. My current setup: * I have multiple teams, each maintaining their own individual project sheet. * Each sheet contains a list of projects specific to that team. The Goal: * Cross-team Dependencies: I want to add a…
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Automation
I am currently setting up an automation for people to get notified through their email, when they are prompted. But is there a way that they can reply in the email of a comment that will then go to the specific sheet. This way they do not have access to the sheet, but can just comment through email with updates?
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Assistance Required to Configure Smartsheet Jira Connector
Hi Smartsheet Support Team, We need assistance configuring the Smartsheet Jira Connector. Our requirement is to synchronize data from Smartsheet to a Jira project. However, we are currently unable to connect Smartsheet to Jira, and we are also unable to create or configure the workflow within the Smartsheet Jira Connector.…
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Automated Messages Being Truncated- Does anyone have a workaround?
Hello, I have a workflow where, when a team member checks a checkbox, Smartsheet automatically sends an email to themselves containing merge fields that are used as a customer email draft. The challenge is that this activity typically happens on a deadline day, and a team member may need to generate 30 or more of these…
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Old File Name showing up after making a copy of a Sheet
I have been copying a sheet and modifying it each year. The automated reminder messages I get from the sheet continue to display the original file name, not the current one. How can I fix this? ex: The old sheet was 'Calendar Planning Master 23-24'. The messages have shown up with this title in 24-25, 25-26 and now the…
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Automations Not Working As Expected
I created an extensive automation to gather approvals on a change request. In the customized message I am referencing some fields. Some fields are dropdowns and other s are just contacts. However, when the message comes through, those fields are not populating any information. I have looked at my column names and they…
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How to add file upload to Update Request worklow
Hi everyone! I was wondering if anyone knows a way to attach a file upload space to an update request. I have already set up a workflow to send out a update request at the appropriate time but I cannot find a way to add an upload space. I know that I can add attachment when I manually send update requests, but I was…
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HELP: Automated notification changed from Message w/Attachment to "Changes to Sheet" summary email
Hello all, I'm having an urgent issue with a notification workflow. It worked at first, but didn't trigger on all the rows that it should have — and now, instead of the message it should be sending, I'm only getting a weird batched summary email that shows the changes that were made to the sheet. (See screenshot) The…
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How to make dynamic placeholders stop duplicating down email
We have an automated report that sends out once a week using dynamic placeholders in the email automation. everything is working mostly as it should however we cannot figure out how to get one of the placeholders not to copy down the whole email. The placeholders we are using are {{Start Date}} - {{End Date}} {{Agent}} -…
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Safe Sharing impacting Automation Notification
I know I have been told the Safe Sharing logic is working as designed, however I would like to challenge that. Simply put: To me, there is a difference between Safe Sharing vs. merely sending an Automation Notification following a Form submission. We are NOT sharing anything — we are merely sending an Email, confirming…
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Issues with Document Generation - Error Message
Morning Community! Has anyone else been experiencing this issue with document generation? I have reached the last step in settings, and when I click done to go to mapping, I receive this error. It's not a super helpful error since it doesn't really tell me anything and the link provided is broken. Anyone else having…
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Automation Action: Auto-collapse parent rows based on status change
Hello everyone, I'd like to suggest a new automation action: "Collapse Row" (reduce/fold a parent row). Use Case: When managing projects with parent/child row hierarchies, once a parent task is marked as "Complete" (or any defined status), all its child rows become irrelevant for day-to-day tracking. Currently, there is no…
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Exclude canceled tasks from the automatic calculation of the parent's % complete
Hello everyone, I'm working on a project sheet (with dependencies enabled and the Gantt view) and I'm looking for a way to exclude canceled tasks from the automatic calculation of the % complete on parent rows. My requirement : When a child task changes to “Canceled” status, I want it to no longer be included in the…
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Dynamic View - unable to create a DV even being an owner of the sheet and having the DV button enabled
Hi I have an enterprise plan and I'm the owner of the sheet I'm working on inside SS. However, when I try clicking the Dynamic View option inside the sheet, it takes me to another tab where I can create new DV's but when I hit "Create" after selecting the right sheet, it doesn't work. It loads briefly but nothing happens.…
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Automated Alert and Approval Emails Are Not Being Received
Hi everyone, Since today, June 24, 2026, our Smartsheet automated emails have stopped working. Alert notifications and Approval Requests that were being delivered normally until yesterday are no longer reaching any recipients. We have not made any changes to our workflows or automation settings. We have also checked spam…
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Cross Sheets/Integrating data
I would like for info entered into Sheet 25 to be automatically updated into Sheet 37. There are no numbers/calculations,- just data & dates, the structure/names of the columns of both sheets are different, child rows are involved. Does anyone know if this is something that Smartsheet is capable of? TIA
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Multi-person Approval Workflow
Hello! Here is the problem we are trying to solve for in the simplest way possible. If a singe request results in a solution that required approval from multiple people (simultaneously, not sequentially), how do I send the approval request to all approvers and track responses from each?
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Recent Issues with Workflow Automations
Hi - We noticed that our workflow automations (specifically update requests), stopped working. When we look it says pending but nothing is being sent to the contact nor is it appearing in their notifications. When I run a test it works fine :-(. Notifications on the same sheet are fine. Is anyone else seeing issues.
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DataMesh - Pre Upload the target column name
Hi, why not uploading the same or similar column names pre-populated in the target sheet column in DataMesh?
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Organization-wide notification and automation failure - No users receiving notifications
Since approximately 14 hours ago, no users in our organization have been receiving Smartsheet notifications. The issue affects: * Approval requests * Update requests * Automated alerts * Reminders * Email notifications * In-app notifications We have tested workflows that have been working correctly for months, as well as…