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How can I remove my name from smart-sheet notifications
Good Morning Everyone I have setup numerous sheets that work very well, however the communications sent to the users always uses my name in the headers. EG. venn cannon has sent you an update request, or venn cannon has invited you .... How do I get this more generic as the recipients don't report to me? Cheers
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Requesting updates on multiple records
Scenario is that I have 100's of records requiring routine updates. I know I can create an automation to require updates, but my question is - is there a way to allow the user to update a portion of the records and save without submitting all. Once submitted the link is no longer available. It may take the users some time…
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How to receive emails in a workflow?
In my workflow I am able to get an email from my first condition (see "Condition 3"), in the second one or any after that, SmartSheets will not email me even though that is the action requested to do (see "Condition 2"). I am not sure what I am missing. If anyone can help me or need me to expand on my problem let me know,…
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"Created By" column limitations?
Context: We have a Form that was created about 5 months ago for Tech Request Tickets for our company (all internal). Within our company, we all have Smartsheet accounts. We had an issue of auto-population within our form; we couldn't seem to get an email format when people were submitting requests, only the first name was…
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Report Filter Conundrum
I want to filter out these parameters - A project has 'New Store Unchecked' and 'Survey Scope Unchecked' The problem is that when a project has New Store Checked it will always have Survey Scope unchecked so I cant filter by 'Survey Scope Checked' as 'or' in the filter because I need to see those New Stores. Is there…
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Prevent a sent Approval Request from being used later?
I have a situation where I want to make sure some Approval Request emails cannot be used later. I have an automation triggered when a Contact List column is changed, which sends an Approval Request to the contact in that column. For some rows, a director instructed me to skip a certain person's approval as they're out on…
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Problem with Move Row automation
Hi all, I've had an automation running for most of a year now. It's pretty simple, when a project gets canceled the row is moved to a sheet named Deleted. It's been running fine, until recently, but now I get the error shown below. I understand the issue, sort of... my Deleted sheet only had about 100 rows in it - so why…
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Validation on Dates and or other data
Hello, We are trying to create a vehicle reservation form, we currently have 3 vehicles. Objective: A user submits a form to reserve one of the three vehicles. They select a date range. Click on all day or duration if it's half day. The administrator of the vehicles will then get the request and determine what's available.…
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Offline Form
How can we collect data offline using the form in smartsheet? As we have to travel to remote location to collect the data.
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Automated Checkbox is column contains one of multiple values
I have a "Preferred" checkbox that I would like to write a formula to automatically check if the "Client" column contains one of multiple values such as "Spatco" or "Guardian." I keep getting "Incorrect" or "Unparseable" IF(OR([Client]@row = "Spatco"), ([Client]@row = "Guardian"), 1, 0) Thank you in advance for the help!