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Email automation
Hello, I'm in a little pickle here. Smartsheet can send out emails through automation. Those emails, especially when include an attached file, are not professional. I saw some users literally put a disclaimer in their email to ignore the links and highlighted information, rows, etc. That format is not acceptable. So, as a…
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Created on date stamp
Hello, Can someone confirm this? When you use the automatic Created on date field, it "stamps" the row at the date and time of the creation. Perfect. While the Updated on keeps changing, this Created on always stays the same. At least, that's what I thought. Looks like dates in the past (like months ago) changed with the…
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How Do I Illustrate Checklist Data in a Dashboard?
I am making a dashboard widget to show how many items in the implemented mitigations column are checked and how many are not. I understand that I may need to make a report or a sheet summary to do so first. How can I make this happen? Also, at some point, I'd like to show a relation to, if it is implemented, is the…
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How can a manager see a "by current user" dashboard?
I have several project designers, each using a dashboard organized by "current user". This dashboard has 4 reports, each organized by the current user. We love this. However, we have trouble seeing these reports as a management team. We currently manage the team by having the "manager" sit down individually with each…
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Report Publishing disabled by Owner's account administrator
Hi, I'm trying to publish a report for a co-worker. I am an administrator for our organization's plan. When I push the publish button for this particular report is says "The ability to publish reports has been disabled by the owner's account administrator". When I go to the admin center under Report Publishing the toggle…
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Including Images in a Workflow Automation
Hello Everyone! I am creating an automation and am aware that an image cannot be included in the body of an automation email. However, I opted to have the image attached to the workflow email by including certain cells. The issue I'm running into is that when the image is attached to the email I am getting the following…
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Multiple Approvers on one Approval Automation?
My sheet has multiple approvers who vary by the row depending on certain criteria. I want to send them all the row approval request at the same time, then when they all click approve the project can move forward. To count when the responses are all in, I am moving the entry to a new sheet and counting the references that…
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Automations Not Running
Hello, Everyone. I know there has been 100's of automation questions and I am here to add another. I have 6 automations set up on a sheet. The old sheet, everything worked great. When we got a new sheet (template reasons), automations stopped automatically triggering. I have a Business Plan, and do not have control center…
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Using a cell to reference and sum a column on another sheet
I am trying to get the sum of an entire column where the column name (or the first cell in the column) is equal a cell on another sheet. My main sheet looks like this: And I am trying to sum each of these columns from another sheet to the first where the name matches the cell in the primary column: Is there a way to either…
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Change location where Smartsheet Merge documents are saved in Google Drive
I usually only need to run one row at a time through Smartsheet Merge, and I find it unendingly annoying that Google Drive creates a new folder for each one file every time. I wish I could select the folder where I want the file to be saved. Any ideas?
