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Workflow Question
I am trying to automate the distribution of safety inspections to our company. At the moment someone has to select a new line and send the alert email to specific groups for their attention. I was hoping to automate this process using a workflow where when a new inspection is recieved from a user form it is automatically…
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Trigger workflow
Hi there, I wanted to create if a field is updated/changed and a certain field is blank that it sends an alert. However, I want that to be daily just in case I forget. The workflow trigger, if I set it to daily is that how it will work? Thank you for your help in advance! Iris
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Is it possible to have a Report always query all grids within a folder?
For ease of workflow, I use "Closed" / "Active" folder structures for my projects, to keep organization/navigation simple and relevant to active projects. Currently, when building a report, you can click a folder to include all grids within the folder. It would be great if the report could retain the folder selection,…
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Time update schedule
Never work the time update email schedule. For example send update request every day at 4 PM. Can you pls help me?
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Data Disappeared
I created a smartsheet saved it, went back into it. The sheet is still there, but the data is gone! I have since entered more data on the sheet, and it's still not saving it for some reason. Please help..
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Calendar App acting strange
Hi, Last week the calendar app looked great, today it's truncating and showing only a few entries. I don't get why, and I have to do a presentation on it today! So I need to figure this out ASAP. It also won't let me edit the setup, the choices are greyed out. Thanks for any ideas. This calendar was set up a couple of…
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If / Then using the red, yellow, green
I am new to Smartsheets, so this may be a basic knowledge question ... I'm trying to use the red, yellow, green, (really just red and green) for the following scenario ... Start date is 10/1/20, due date is 10/6/20, another column for completed date. Using the completed date if it is <due date, then green, if it is finish…
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Update Request System Generated Form?
Hello all. I sent out update requests last week and most of the recipients had multiple line items to update. I was surprised to see an 'Open Form' icon in the message but even more surprised to find that when I clicked it, a form popped up with the name of the line item allowing me to enter the comments THEN to go to the…
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Workflow Email Automation - How do I remove the link to the Sheet?
I have a workflow set up to send emails to Contacts on dates when courses end. All of these contacts are not Smartsheet users and are not being asked to update the sheet. The emails are simply notifications. How do I remove the link to the Sheet? No one needs it. People click it and then request access to the sheet.
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Can Alerts and Update Requests show ALL Comments for a row?
Hello, When I set up an Alert of Update Request, the notification being sent only contains the most recent Comment added. Is there a way to make sure ALL comments from this row (new and ones that have been previously added) are included in the Alert? Thank you, Heather
