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email notification
I would like to set up my orientation registration smartsheet to send an automatic email to the person submitting the registration form confirming the date of the orientation. I do not want to share the sheet with everyone completing the form. I have a contact list column (this is who should receive the email) and an…
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Update sheet/report in email notification itself
Does Smartsheet allow you to directly update task statuses from within email notifications for reports itself instead of opening sheets or reports?
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Generate PDF and email
Hi, I have a very simple sheet that I wish to turn into a PDF (all rows and columns) and email out each week when a value in a particular cell is changed. I can get an automation to send an email when the cell is changed, but I can't figure out how to generate a PDF which can then be attached to the email. Is it possible?…
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Generated Documents as Email Attachments
As the topic states, it would be great if we could simply attach our generated documents to an e-mail with a quick message OR remove everything except for the custom message and the link. ------------ Full explanation: We use a form to gather a sales request from customers (perfect, no notes). Then we use an automation to…
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Remove "send me a copy of my responses" in Approval Requests
The email sent to users when they check the box of "send me a copy of my responses" in Approval Requests includes a link to the internal sheet which doesn't make sense and is confusing to external users who may not have access or full context to Smartsheet. I really hope Smartsheet can consider a feature enhancement to…
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Is it possible to use the "request an approval" automation without "send me a copy of responses"?
Hello, We are developing an outward-facing sheet that will be used by external clients. We need them to select Yes or No on a question provided. The issue we're having is related to the "send me a copy of my responses" option at the bottom of the approval. The external clients are able to select that, and then receive an…
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Recipient not receiving workflow notifications
My workflow is not notifying all recipients. I can run the workflow, both manually and with the trigger, and receive the email notification as an Admin. He is the Owner but isn't receiving notifications. I checked his email contact; it is correct. He has NOT unsubscribed from the workflow. I'm perplexed. What else should I…
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Is there a way to send a report every 2 weeks to each contact with a list that shows only their task
Is there a way to have a report go out every 2 weeks to each contact with a list that shows only their tasks? Here is how my sheet looks (attached). I know there is a way to send automation when something is coming up or is late, but I want a list of all tasks regardless of the status that are only assigned to the person…
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Recurring Alerts/Update Requests for an entire sheet.
Hi, I have noticed that the criteria for sending update requests to an individual in a 'contacts' column can be set for a specific date, but I am looking for the ability to send a routine monthly reminders/updates to these individuals on a recurring basis. It appears the functionality for routine updates exist at a Row…
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Allow for custom/manual entry of custom email domain
When configuring a custom email domain, the email domain set up wizard only allows you to select a pre-determined email domain, which consists of "smartsheet".+(primary email domain) or "smartsheetmail".+(primary email domain). Per enterprise email policy at Johns Hopkins, automated emails sent from associated vendors may…