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Automated emails

twa10028 282 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 & Developers2823
twa10028
Delete a Sent Update RequestAccepted Answer

Accepted Answer Sheanon Summers 33 views 4 comments 0 points Most recent by Sheanon Summers 04/20/20API & Developers

First post 04/18/20,Last post 04/20/20
Since Smartsheet doesn't have the option to resend update requests that haven't been completed, I wrote a script to pull all sent update requests, filter on pending requests, generate+send new requests, and delete the original request. Th…
API & Developers334
Sheanon Summers
Update a cell based on a Workflow

sarshad 1.4K views 8 comments 1 point Most recent by Ken 04/15/20Using Smartsheet

First post 05/24/19,Last post 04/15/20
I have an approval workflow set based on a cell value. Is there a way to update that cell value once the approval completed? Cell dropdown example: 1. Under review 2. Sent to team 3. Ready for release 4. Released When the cell chang…
Using Smartsheet14198
sarshad
Backup tool for one user only?Question

Answered - Pending Review Timothy French 21 views 7 comments 0 points Most recent by Timothy French 04/06/20API & Developers

First post 04/03/20,Last post 04/06/20
I am using the backup tool provided through the below link with SmartSheet. The issue we are running into is that we do not need it to backup every single user (this is time consuming and bloats to over 3 gigs of data currently). We are …
API & Developers217
Timothy French
*NEW: Proofing using ReportsAccepted Answer

Accepted Answer amontemayor 180 views 25 comments 1 point Most recent by Robin Allen 04/05/20Using Smartsheet

First post 10/01/19,Last post 04/05/20
The new Proofing capability is something we would like to implement in our department, but we are having issues with accessing this in Reports. We see that Proofing can be done in the main smart sheet, but our Artists access new design req…
Using Smartsheet18025
amontemayor
Having multiple paragraphs in one cell for Approval RequestQuestion

Answered - Pending Review Julia C Peterson 31 views 1 comment 0 points Most recent by Andrée Starå 04/02/20Using Smartsheet

First post 04/01/20,Last post 04/02/20
I'm trying to use Approval Requests for something and some of the columns are analysis's and are written in paragraph form. This is a formal process and I want it to look as professional as possible. Even though in smartsheet I can use Ctr…
Using Smartsheet311
Julia C Peterson
Can update requests not be combined by recipient?Accepted Answer

Accepted Answer Dustin Shuman 11 views 1 comment 0 points Most recent by Andrée Starå 03/27/20Using Smartsheet

First post 03/27/20,Last post 03/27/20
While I understand the benefits of a sheet's workflow combining multiple rows into 1 update request, if the email field for all of those rows match, is there a way to not combine and send an email per row, meaning a user may get multiple e…
Using Smartsheet111
Dustin Shuman
HELP with a large sheet and table layout/conditional formattingQuestion

Answered - Pending Review Melisa Dannhauser 61 views 2 comments 0 points Most recent by Melisa Dannhauser 03/23/20Using Smartsheet

First post 03/20/20,Last post 03/23/20
I spent 15 hours trying to organize my data in an efficient way and just can't come up with a good solution. Smartsheet is great but SO limiting if you are used to Excel. I have 200+ sites that each has 31 activities. Each activity has 3 d…
Using Smartsheet612
Melisa Dannhauser
Private Comments

MikeCorvin 93 views 6 comments 0 points Most recent by Andrée Starå 03/12/20Using Smartsheet

First post 11/07/19,Last post 03/12/20
I am trying to figure out if there is a way to make a Private Comment in Smartsheet? Let's say I have a Published Report that is viewable to anyone with the link; however, I want to make a comment on a line that I don't want anyone to be …
Using Smartsheet936
MikeCorvin
Can I add a specific row to an email from a workflow?Question

Answered - Pending Review Distribution Team 11 views 2 comments 0 points Most recent by Andrée Starå 03/12/20Using Smartsheet

First post 03/10/20,Last post 03/12/20
I have a smartsheet and there I will let people know when certain tasks have been executed. I have already created the workflow for that. My issue is when sending the email; can I add one row only on the email to notify that a certain task…
Using Smartsheet112
Distribution Team
Can I get a notification when a new collaborator has been added to a sheet?Accepted Answer

Accepted Answer Ivonne Mejia 31 views 2 comments 0 points Most recent by Ivonne Mejia 03/03/20Using Smartsheet

First post 02/13/20,Last post 03/03/20
Hello, I have multiple sheets and dashboards created for different departments. We are allowing editors the ability to add collaborators to their sheets. I need to track who has been added as a new collaborator across all the multiple she…
Using Smartsheet312
Ivonne Mejia
Coming in 2019: Recurring Workflows

Andrée Starå 1.5K views 26 comments 0 points Most recent by Ken Kyne 03/02/20Using Smartsheet

First post 02/14/19,Last post 03/02/20
Hi All, Great news! I just got a message that Recurring Workflows are coming soon. Customers have requested the ability to set up workflows that repeat on a regular schedule. We're preparing recurrence for time-based workflows so you c…
Using Smartsheet153126
Andrée Starå
Sending a form with automationAccepted Answer

Accepted Answer Blake Ingram 456 views 7 comments 0 points Most recent by Paul Newcome 03/02/20Using Smartsheet

First post 12/16/19,Last post 03/02/20
I'd like to set up some automation that will send a unique form once a certain criteria is selected in the worksheet. I can set up the automation to alert someone, or request an update, but nowhere can I send a form. Alternatively, is it…
Using Smartsheet4567
Blake Ingram
Row Id in email

bcromie 113 views 2 comments 0 points Most recent by bcromie 02/21/20API & Developers

First post 11/02/19,Last post 02/21/20
Hi! I'm trying to generate custom PDFs with a specific template from a smartsheet row. The workflow currently uses an automation to send an email when the row is "done". Right now, that email contains the "Row Number" …
API & Developers1132
bcromie
Include Column Description in Update Request Form or Form to Update Existing Rows

ATilley 212 views 7 comments 4 points Most recent by Melisa Dannhauser 02/21/20Using Smartsheet

First post 01/24/19,Last post 02/21/20
It would be incredibly helpful if the column descriptions were included in the update request form. We will request information from users who do not have access to the sheet and likely will be unfamiliar with the type of information that …
Using Smartsheet2127
ATilley
Quickbooks & Smartsheet

JeremiahHorstick 1.3K views 13 comments 0 points Most recent by Andrée Starå 02/19/20API & Developers

First post 07/26/19,Last post 02/19/20
So. I've been working on this Quickbooks & Smartsheet Integration for a couple of years now for my own internal use. It has many application & the proof of concept exists and we use it. We use it for an approval process (for in…
API & Developers133513
JeremiahHorstick
Add Actual start and completion date based on status column

jitendra.khatri102252 91 views 3 comments 0 points Most recent by Andrée Starå 02/16/20Formulas and Functions

First post 09/09/19,Last post 02/16/20
All, I want to fill date column based on status column. 1) If status is "In Progress" "Actual Date" is filled by today's date. 2) If status is "Completed" then "Completion date" is filled by t…
Formulas and Functions913
jitendra.khatri102252
Drag & Drop Emails from Outlook to Smartsheet in Chrome & Email is Deleted from Outlook

mschwahn 676 views 11 comments 0 points Most recent by Andrée Starå 02/14/20API & Developers

First post 10/21/19,Last post 02/14/20
When dragging the email from my Outlook window to Smartsheet in Google Chrome it removes the file from my Outlook entirely and the email is gone. I tested this in MS Edge and confirmed it does not happen when using Edge; the file copies a…
API & Developers67611
mschwahn
Losing data when multiple users making changes at the same time

Gita Puvvada 61 views 2 comments 0 points Most recent by Andrée Starå 02/14/20Using Smartsheet

First post 01/17/20,Last post 02/14/20
Hello, I am having the exact same issue as Thor did in 2015 - https://community.smartsheet.com/discussion/385/losing-data-2 I sent out a current user view report to my project managers and when they all update their individual rows/report…
Using Smartsheet612
Gita Puvvada
Automated Workflow Emails Look Like Span

JoeS 41 views 2 comments 0 points Most recent by Don Young 02/07/20Using Smartsheet

First post 10/07/19,Last post 02/07/20
Can I change the heading of an automated workflow email so it does not look so much like spam? I would prefer it to look like I sent the email and not the automated system.
Using Smartsheet412
JoeS
Drop Down List Data Validation

kaitlin 694 views 9 comments 0 points Most recent by jamieG 02/07/20Using Smartsheet

First post 05/22/19,Last post 02/07/20
My team and I are new to Smartsheet, and after 2 days of using the software, have already found a couple of major road blocks that will likely keep us from using Smartsheet. The biggest is the inability to create a drop down list that us…
Using Smartsheet6949
kaitlin
Alerts and Actions not working

Heba H. 154 views 10 comments 0 points Most recent by Andrée Starå 02/04/20Formulas and Functions

First post 01/26/18,Last post 02/04/20
Hi, I have a sheet where the RYGG is automated based on the due date (overdue=red, due date +2=yellow, the rest=green). I then set up the alerts ("Send a notification") so when the status turns yellow one email goes out, and wh…
Formulas and Functions15410
Heba H.
Automated update request not working

karen.michel99046 132 views 7 comments 0 points Most recent by Andrée Starå 02/02/20Using Smartsheet

First post 08/06/19,Last post 02/02/20
Hi, We are creating an automated workflow that requests an update thru a specific mail and it does not seem to work. Automated approval workflows work perfectly but update requests don't send the appropriate mail requested (eventhough in …
Using Smartsheet1327
karen.michel99046
Need a way to identify if a row has been approved/rejected via proofingAccepted Answer

Accepted Answer Amit Wadhwani 31 views 1 comment 0 points Most recent by Andrée Starå 01/29/20Formulas and Functions

First post 01/29/20,Last post 01/29/20
Hi, I am using the new feature "Proofing" for my upcoming project and I was wondering is there any way to identify if a document on a row is approved/rejected, then use it in the custom formula to change the status of the row? F…
Formulas and Functions311
Amit Wadhwani
No Consolidation w/Double Bracket Placeholders?

SYSPK 71 views 10 comments 0 points Most recent by Andrée Starå 01/27/20Using Smartsheet

First post 11/08/18,Last post 01/27/20
There is a little disclaimer on Smartsheet's article about automated alerts under using double bracket placeholders. Has anyone experienced this happening to them? NOTE: Adding placeholders to your messages may possibly result in you rece…
Using Smartsheet7110
SYSPK
Introducing Automated Workflows and Recurrence

Announcement Shaine Greenwood 1.1K views 16 comments 0 points Most recent by Paul Newcome 01/17/20Announcements

First post 05/13/19,Last post 01/17/20
Community— We've introduced automated workflows, which make it easier than ever to build, manage, and collaborate on Smartsheet automation. You can now: Consolidate multiple automated actions into sophisticated workflows, including multi…
Announcements114916
Shaine Greenwood
Sharing folders

Dan Seidler 1.2K views 5 comments 0 points Most recent by Paul Newcome 01/17/20Using Smartsheet

First post 07/12/18,Last post 01/17/20
Since Workspaces is not conducive to individual permissions, we are trying to use the standard folders under "Sheets". One department has close to 100 files in Smartsheet. We want to use Smartsheet in other departments as well,…
Using Smartsheet11935
Dan Seidler
Avoid access to smartsheet when request for update

François Cales 71 views 4 comments 0 points Most recent by Cheryl Camacho 01/10/20Using Smartsheet

First post 11/18/19,Last post 01/10/20
First of all, english is not my native langage, please excuse my mistakes. Hello all, I have a smartsheet with several external counterparts (customers and providers). I manage the smartsheet which is not shared and nobody is able …
Using Smartsheet714
François Cales
Save Button For WebformsQuestion

Answered - Pending Review Jia Lee 131 views 1 comment 0 points Most recent by Genevieve P 01/09/20Using Smartsheet

First post 01/08/20,Last post 01/09/20
Hello Smartsheet, I have seen multiple threads from as far back as 2015 asking for a save button for webform (Quote) (Quote) (Quote) all of which have a general response from employees saying this will get added as a possible future upda…
Using Smartsheet1311
Jia Lee
Row edit feature and sheets

tcanelli41471 101 views 3 comments 0 points Most recent by Andrée Starå 01/09/20Premium Apps and Integrations

First post 03/15/18,Last post 01/09/20
Is there anyone that would be willing to work with me on the phone to work through this issue: I've created a sheet that has over 40 columns - it's my "master" sheet that feeds a bunch of reports that will be utilized by differe…
Premium Apps and Integrations1013
tcanelli41471

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