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Add project name to update requests
I have numerous projects that all have the same work breakdown structure. If I send out request updates (via automation) the end user doesn't know which project the request is asking about. Unless I specifically state what project I am referring to in a manual update request I don't see a way to have that info included. So…
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Record of workflow alerts
Smartsheet doesn't have a way to see if the email was sent, to whom the email was sent and what was the email that has been sent. We can only see when the workflow last run and work on blind faith that it actually was successful. Only to find out weeks later people aren't receiving the alerts, and there isn't a reason why…
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Upcoming Tableau WDC 3.0: Timeline for Smartsheet Connector Update?
Hello Smartsheet Community, I am currently facing a challenge with the upcoming deprecation of Web Data Connector (WDC) 2.0, which impacts our integration of Smartsheet with Tableau. We have been using the Smartsheet-provided WDC available here: https://tableau.smartsheet.com/tableau. As I'm looking for guidance on how…
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Turn off notifications for everyone
Hi all, I have a single sheet within a broader workspace that the team does not want anyone to receive any notifications from. How do I do this? When adding a workflow, I only see options for alerting people when / if something specific happens, but I just want to turn off all notifications for everyone for the sheet.…
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Smart Sheet Use for Project Management - Meeting Agenda (w/ Form) to Action Item Tracking (Per Proj)
Hello everybody, First time poster. I've searched the forum to find a solution, but I wasn't successful, so decided to create my own post. I'm new to smart sheet, so would appreciate help in getting a solution for my workflow. Just as some additional information - we currently have numerous live projects at any one time,…
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Automation Notifications Using Groups
I would like to be able to use Smartsheet groups as recipients within automation workflow notifications instead of listing each user individually.
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Workflow schedule first weekday
When scheduling reports it is possible to pick first weekday etc, it should also be possible to do that for workflows. For example, run on the first weekday of a month
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Request Approval Workflow Help
Hello! I am trying to set up an approver workflow where after the GM or Director email is entered, it sends the trigger to that specific email to approve or deny the request. When I'm setting up the automation, I used option "Select contacts in a cell" hoping that I could choose the column with the GM email in it since…
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Alert Someone, shared to sheet as editor, viewer etc
At the moment in a workflow, the Alter Someone allows it to be sent to every shared with the sheet. It should be possible to choose whether its all, or just admin, editors or viewers.
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Merged: Alert Someone should support Resource Groups
This discussion has been merged.