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Formatting when exporting to pdf

Improve Consulting 55 views 7 comments 0 points Most recent by Andrée Starå 05/27/20Using Smartsheet

First post 04/29/19,Last post 05/27/20
Hi, Is it possible to create a pdf report based on one form entry? I know I can send an email confirming what has been entered on a form, however I would like to make this a pdf attachment rather than the body of the email. Lauren
Using Smartsheet557
Improve Consulting
User Unsubscribed from Automated WorkflowQuestion

Answered - Pending Review Matt Hanberry 13 views 1 comment 0 points Most recent by Paul Newcome 05/26/20Using Smartsheet

First post 05/26/20,Last post 05/26/20
Hi I have set up automation on a sheet to email spacific people when lines are added, some of them have complained they are not recieving the emails and when i looked into the Activity Log it shows User Unsubscribed from Automated Workflow…
Using Smartsheet131
Matt Hanberry
Form from one sheet populates another sheetAccepted Answer

Accepted Answer Paul Grim 95 views 31 comments 0 points Most recent by Paul Grim 05/26/20Using Smartsheet

First post 04/17/20,Last post 05/26/20
Hello SS gurus, I am relatively new to SS "in the field", although I've watched over 20 hours of videos from the SS Learning Center so I have a good understanding of the mechanics. Here is what I'm trying to do... We need to t…
Using Smartsheet9531
Paul Grim
Automation Suddenly Not WorkingQuestion

Answered - Pending Review Alejandra Orihuela 27 views 8 comments 0 points Most recent by Andrée Starå 05/22/20Using Smartsheet

First post 03/17/20,Last post 05/22/20
I have an "Request Approval" workflow I created back in August 2019 that was working perfectly fine until late last week. I can't find any reason for it. Nothing was changed on our end. Is anyone else having automation problems??
Using Smartsheet278
Alejandra Orihuela
Automated alert containing a form to contacts outside of contact list in a sheetQuestion

Answered - Pending Review Stefan Swenson 16 views 5 comments 0 points Most recent by Andrée Starå 05/22/20Using Smartsheet

First post 05/21/20,Last post 05/22/20
Smartsheet Community, I am trying to create an automated workflow that will alert hypothetical meeting participants with an additional message containing a separate Smartsheet form link. However, I am receiving an error message that some c…
Using Smartsheet165
Stefan Swenson
Automation function acting weird. Need a solutionAccepted Answer

Accepted Answer Charles Goodwin 17 views 4 comments 1 point Most recent by Kimanh To 05/21/20Formulas and Functions

First post 04/28/20,Last post 05/21/20
I have an automation work flow that alerts my people of projects due within the week. Instead of the email showing it came from "automation", it is showing to come from other team members: https://us.v-cdn.net/6031209/uploads/287…
Formulas and Functions174
Charles Goodwin
Help improve my data collection process, with multiple forms, update requests, approvals, reporting!Question

Answered - Pending Review joelmold 35 views 1 comment 0 points Most recent by Andrée Starå 05/21/20Using Smartsheet

First post 05/20/20,Last post 05/21/20
Hi All, I'm considering using Smartsheet for a somewhat complicated process and I could use some help thinking through how this might work. I have the basics listed below but I would appreciate if the experts here could let me know if you …
Using Smartsheet351
joelmold
Send a notification to an email address submitted in form.

Nsul 361 views 10 comments 0 points Most recent by chris Perry 05/21/20Using Smartsheet

First post 03/12/19,Last post 05/21/20
Hello, I am currently using SmartSheets for our staffing agencies to submit potential candidates to open requisitions. On our side of smartsheet, we have a drop down with the "status" of the candidate (Pending, submitted to hir…
Using Smartsheet36110
Nsul
Use data from a form field in the alert email title.

Roderick 43 views 4 comments 0 points Most recent by Andrée Starå 05/19/20Using Smartsheet

First post 06/12/19,Last post 05/19/20
Setting up an alert system that sends out notifications when a form has been completed. To streamline the process I would like to use a field from the form in the email title to differentiate between the emails rather than a range of emai…
Using Smartsheet434
Roderick
Notification Email Background Color

Russ Anderson 42 views 3 comments 0 points Most recent by Ramsay Zaki 05/18/20Using Smartsheet

First post 05/29/18,Last post 05/18/20
My notification emails are now coming across with a colored background. Is there a way to turn this off in SmartSheet so that I don't have to do it when I forward my emails? (Image)
Using Smartsheet423
Russ Anderson
Workflow not sending emailsQuestion

Answered - Pending Review Gary Norton 16 views 3 comments 0 points Most recent by Andrée Starå 05/17/20Formulas and Functions

First post 05/17/20,Last post 05/17/20
I have a very simple workflow that is not sending email when rows are added. I have been testing with me doing the entry and I don't get emails. My notifications and Automation Permissions are correctly set. Can anyone provide insight or …
Formulas and Functions163
Gary Norton
Is it possible to escape special characters in dynamically added cell data in request messages?Accepted Answer

Accepted Answer Ryan Ahearn - QUEAAC 29 views 3 comments 0 points Most recent by Andrée Starå 05/14/20Using Smartsheet

First post 04/27/20,Last post 05/14/20
I would like to build a link to a Smartsheet form from another sheet's workflow, including default values as described here: https://help.smartsheet.com/articles/2478871-url-query-string-form-default-values Those default values should be s…
Using Smartsheet293
Ryan Ahearn - QUEAAC
Dashboard NotificationsQuestion

Answered - Pending Review Rob Murrell 20 views 1 comment 0 points Most recent by Paul Newcome 05/14/20Using Smartsheet

First post 05/14/20,Last post 05/14/20
Hi, I set - up a dashboard recently for a client and would now like to automate updates to be sent to the client via email when changes are made to the dashboard. i.e. when a new link is added. Is this possible yet? I understand you can do…
Using Smartsheet201
Rob Murrell
Sheet Sharing Restriction ExceptionsQuestion

Answered - Pending Review @CollabMeganPMP 28 views 4 comments 0 points Most recent by @CollabMeganPMP 05/13/20Using Smartsheet

First post 05/11/20,Last post 05/13/20
Is there a way to have a setting on a sheet that would allow it to override the restrictions put in place for automated alerts going to email addresses that are not in our Approved Domain Sharing List? Here is our scenario. We locked dow…
Using Smartsheet284
@CollabMeganPMP
Is it possible to copy an automation workflow from one sheet to another sheet?Question

Answered - Pending Review sdonnelly 206 views 7 comments 3 points Most recent by Andrée Starå 05/13/20Using Smartsheet

First post 01/22/20,Last post 05/13/20
I have an automation workflow in one sheet that I want to use in a different sheet. Is there a way to copy this workflow and then add it to my other sheet (similar to how you can copy summary reports from sheet to sheet)? Or do I need t…
Using Smartsheet2067
sdonnelly
Recurring RemindersAccepted Answer

Accepted Answer Kevin Minkoff 16 views 5 comments 0 points Most recent by Andrée Starå 05/07/20Using Smartsheet

First post 05/06/20,Last post 05/07/20
I set up indefinitely recurring update requests. Currently, I have to manually delete the update request when I receive the requested information. Is there a way to automate turning off a recurring reminder? For example, if I have a &qu…
Using Smartsheet165
Kevin Minkoff
Multiple Notifications/Emails for single workflow

TrishLD 168 views 7 comments 0 points Most recent by Jeffrey Van Schoor 05/07/20Using Smartsheet

First post 06/10/19,Last post 05/07/20
I put together a workflow that sends an email for approval, however whenever the project is approved it email blasts the contact who made the request (sends out like 7 emails/notifications) that all say the same thing. Is there a way to o…
Using Smartsheet1687
TrishLD
Adding to InventoryAccepted Answer

Accepted Answer skarkhoff 33 views 3 comments 0 points Most recent by Paul Newcome 05/07/20Formulas and Functions

First post 12/03/19,Last post 05/07/20
I'm sure this is simple, but I've searched for a while and haven't found anything similar! I have a sheet set up to track each piece of marketing collateral. It starts w/ the beginning quantity (say 100 pieces) and deducts the number of…
Formulas and Functions333
skarkhoff
Notify an assignee that the predecessor has complete his task.

Alexander Wirtz 213 views 5 comments 2 points Most recent by jwilson10533 05/07/20Formulas and Functions

First post 03/26/19,Last post 05/07/20
I want to use smartsheet as an international project management tool. One thing is driving me creasy. I want to send out a notification to an assignee if the predecessor task is completed. Please find attached a screenshot of my scenario.…
Formulas and Functions2135
Alexander Wirtz
Multi-automation approval requestQuestion

Answered - Pending Review Alexander Barkley 13 views 3 comments 0 points Most recent by Andrée Starå 05/06/20Using Smartsheet

First post 04/28/20,Last post 05/06/20
I have a form that when submitted should trigger an approval workflow. The approval email is sent out when triggered, but after the approval has been made the submitter from the form does not receive an email. See attached workflow. The Sp…
Using Smartsheet133
Alexander Barkley
Notifications with Google Hangouts?

kristajoy 46 views 6 comments 0 points Most recent by urmila.kukreja 04/30/20Using Smartsheet

First post 07/10/19,Last post 04/30/20
I have Google Hangouts bot activated in Smartsheet and the two bots connected. Despite that, I can't manage to create an Automated Notification that sends to Google Hangouts. Anyone know how to do that? I would expect an option to appear h…
Using Smartsheet466
kristajoy
Automated emails

twa10028 159 views 3 comments 1 point Most recent by Andrée Starå 04/29/20API & Developers

First post 02/24/19,Last post 04/29/20
Hi, Is it possible to change the "from" address when sending automated alerts/update requests? Or is it always the default SmartSheet address? Thanks
API & Developers1593
twa10028
Automation 'Copy to another sheet' doesn't workAccepted Answer

Accepted Answer Stelina Todorova 118 views 12 comments 0 points Most recent by Ruban John 04/24/20Formulas and Functions

First post 02/20/20,Last post 04/24/20
I have set up an automation rule to, when triggered, copy rows to another sheet. My trigger is a certain field that changes from 0 to 1. I've tried a couple of times and non of my rows are copied. To test it, I added to the same automatio…
Formulas and Functions11812
Stelina Todorova
Notifications for adding people to a workspaceQuestion

Answered - Pending Review Dana Grummer 13 views 1 comment 0 points Most recent by Andrée Starå 04/23/20Using Smartsheet

First post 04/22/20,Last post 04/23/20
I'm wondering if I have something set incorrectly. I have a workspace that I want to limit access to. I noticed today that people with access have been sharing the workspace with others and now I have a ton of people in that workspace. …
Using Smartsheet131
Dana Grummer
Merged: Alert/notification sender email addressQuestion

Leslie Sutula (US - IFS) 31 views 0 comments 2 points Started by Leslie Sutula (US - IFS) 04/21/20 Using Smartsheet

First post 04/21/20,Last post 04/21/20
This discussion has been merged.
Using Smartsheet310
Leslie Sutula (US - IFS)
Alerts & Actions Permissions

baddams 81 views 8 comments 0 points Most recent by Andrée Starå 04/10/20Using Smartsheet

First post 12/27/18,Last post 04/10/20
Is there a way to set the default Alert and Actions permissions on the sheet level to be the Least Restrictive? I have updated the template I am using to be the Least Restrictive, but new sheets are still set to Most Restrictive by default.
Using Smartsheet818
baddams
Email validation for Forms or Workflow conditions

Eric Fuller 96 views 3 comments 0 points Most recent by Genevieve P 04/09/20Using Smartsheet

First post 01/02/20,Last post 04/09/20
Is there a way to do email address validation in Smartsheet forms or in Workflows? Using condtions such as contains '@' or '@domain.com' isn't sufficient and I can't alert form submitters that they did not submit to the form correctly.
Using Smartsheet963
Eric Fuller
Notification with Attachments

katherinehall 288 views 13 comments 0 points Most recent by Andrée Starå 04/03/20API & Developers

First post 02/01/19,Last post 04/03/20
Hi there, I would like to send a notification with an attachment based of a status change. The notification works, but doesn't include the attachment. I have seen on the community that this is not possible in SS - is this still true? If…
API & Developers28813
katherinehall
Workflow sending notification through Smartsheet but not email.Accepted Answer

Accepted Answer John Morgenthaler 70 views 13 comments 0 points Most recent by John Morgenthaler 03/26/20Using Smartsheet

First post 02/26/20,Last post 03/26/20
I thought based on my personal settings I can get an email notification from workflows but I do not receive one. It only comes through Smartsheet at the top right where the bell is listed. How can I get this through email? https://us.v-cdn…
Using Smartsheet7013
John Morgenthaler
I am not receiving any notifications from smartsheet and in emailAccepted Answer

Accepted Answer Jeremy Espiritu 23 views 1 comment 0 points Most recent by Debbie Sawyer 03/26/20Using Smartsheet

First post 03/26/20,Last post 03/26/20
Hi, I am not receiving any notifications from smartsheet and in email even if I am making changes. Before when I made a change the smartsheet automatically send notification. Please help. Thank you Regards, Jeremy
Using Smartsheet231
Jeremy Espiritu

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