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How to Send Automated Email to Address Captured in a Form?
I'm setting up a help desk ticketing tracker. The help desk team takes calls from users and captures information in a Smartsheet form, which populates a sheet. The sheet autogenerates a ticket number. I want to automate an email to the caller's address, which was entered in the form. I was able to do this by setting up an…
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Can I create one workflow to notify multiple conditional paths or does each condition need it's own?
Hello, I am trying to create a workflow where specific people at a given project are notified when a request is fulfilled. I have set it up as it appears in the included picture but I am only receiving alerts when the first project is selected. Do I have to create a separate workflow for each of the projects or is there a…
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is there a way to set up notifications when a new user accepts your invite?
I'm setting up a bunch of new users and need to be able to add them to the correct Workspaces, can I set up notifications or email notifications when they accept the invite and successfully create credentials? Kate
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Sending Update Request to A Multi Contact Field
Hello, I have a update request automation that should go out to a contact filed, that is set for Multi contacts. The emails are not going out. IS this a limitation to smartsheet that does not allow these to go out when you are using multiple contacts. can I only use a single contact field for this? Or should this be…
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Equivalent to Asana Collaborator Notifications?
Hi all - we're in the process of trying to move from Asana to Smartsheet. In Asana, you can set "collaborators" on tasks and they will get notified of changes, even if they are not directly tagged in as the person its assigned to, or @'d in a comment. Is there any way we can replicate that in Smartsheet? I would love to be…
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Automation to include Attachment (email notification), but there is no attachments?
I have set up to sent the notification once the task is assigned to a person. That notification should include the key information's columns and also attachments. It used to see the PDF icon in the email coming through but it is no longer there. Once you click the link to open the form, I can still access to it, but there…
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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…