Reminders
Discussion List
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Can you add an approval or action button directly to a notification?In Using SmartsheetHello - I am new to Actions and Alerts. I would like to set up a workflow to allow our team to submit travel requests for their managers for approval. I have my form and sheet set up fine, and the workflow seems to be working correctly a…
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Looks & format of automated emailsIn Formulas and FunctionsHello, I would like to use automated emails & reminders for client-facing communication. But the amount of irrelevant information enclosed is a problem. Are there currently solutions to any of these? 1- Unnecessary header that has a…
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How to Send Timed Reminders Based on a Trigger?In Using SmartsheetHi, everyone; first post, Intermediate user. I'm hoping you can help me. I've set up a SS to send an approval request when a new line is added to the sheet from a form entry. I've got the automation figured out for approval or declinatio…
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Is there any way to select only specific columns to be included in alert messages that are sent outIn Using SmartsheetIs there any way to select only specific columns to be included in alert messages that are sent out using the SmartSheet Automation feature? Currently, I set up an alert. And it displays all of the columns, even if I hide certain columns …
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Is it possible to copy an automation workflow from one sheet to another sheet?In Using SmartsheetI 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…
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Vacation & Time-Off ManagementIn Using SmartsheetHas anyone used smartsheet to manage time-off requests and/or vacation for a pool of staff (approx. 200)?
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Conditional Formatting using a custom formula?In Formulas and FunctionsHi there, So I'm trying to set up conditional formatting to visually alert us if 3 days go by and we haven't followed up with someone. My idea is to make an "Estimate Sent" cell which records the date we sent an estimate and tur…Answered - Pending Review 31 views 1 comment 0 points Most recent by Heather Duff Formulas and Functions
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Workflow Triggered UnexpectedlyIn Using SmartsheetI created individual workflows to trigger weekly on Thursdays if the following conditions were not met: ● Created "is not today" AND ● Center "is one of" <center> At the specified time an email was sent to the de…
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Is there a way to trigger a follow up alert/reminder based on a specific cell's last change date?In Using SmartsheetI have existing Update Request workflow that triggers when I enter "*" into the cell. I want to create a follow up alert/reminder that goes out (to the same recipients) if the cell isn't updated within 48 hours. Is this possible?
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New to Smartsheet - Setting alerts once status has changedIn Formulas and FunctionsHi all, I hope you are all doing well. I have tried to incorporate Smartsheet into my daily workings and hope you may be able to help. Seemingly, Excel is far easier when setting rules, but with automation needed I decided to use Smartshe…Accepted Answer 28 views 6 comments 0 points Most recent by Kimberly Loveless Formulas and Functions
