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Request approval not coming via email
Hello, I have and automation set that request approval. But all those approval request only appear in the Smartsheet ecosystem, nothing coming via email. I need the approval request to come through email. It says in Smartsheet video instruction for approval requests, that not even a license or account is required for…
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Branching Logic for Approval Requests
I'm sure most of us have encountered a conditional approval at some point. Where we need to change something and then it's approved, or if they have comments but the approval is still pending and will need to be resubmitted, etc. Currently the approvals automation only captures values in binary form, yes/no, 1 or 0, option…
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How can i stop the automatic mails but keep the notifications in approval automation workflow
I created an approval automation workflow, if the employee add a request, this request will go to Line Manager for approval via e-mail and a system notification. The line manager wants to approve the request via the notification but not from the E-mails, because LM will have lots of mails. so how can I stop the smartsheet…
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What if an approval is conditional?
The "Request an Approval" automation is so black and white, it's either approved or it's not. Our executives' approval is, more often than not, conditional. It's hardly ever a black-or-white answer. What is the most efficient way to record the approval response? Option 1 (current): Request an Approval. If denied, send an…
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Split contacts to multiple columns.
In my sheet, I have multiple contacts in one cell. I would like to AUTOMATICALLY spread these contacts across multiple columns in the same row, so that each column has one single contact. The reason I want this is to send approval requests to each contact. (Currently, I can only send approval requests to all the approvers…
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Approval workflows | Missing approval button in the approval email
Dear Smartsheet Community, We created an approval workflow that was working well. Recently, we noticed that when an approval request is triggered, the YES and NO buttons in the approver email are missing. Initially, we suspected this might be due to the new Outlook system, but our tests ruled this out. Has anyone…
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Why are there 2 emails that are sent out when using these Request Approval Automations.
Hi all, I have an issue where I have 2 automations. One is an initial request for approval and the other is a reminder email with the option of also approval in the reminder email. After responding to either, I wanted to send an acknowledgement email saying that we got your response, but the email is sending twice when you…
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Automated reminder for an approval request
I have a process for requesting approval that requires approval from 5 different people. Once the first person approves, the request is forwarded to the next person. How can I set up automated reminders for each approver if the status remains "submitted" for more than 3 days?
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How do I select the email sender to be the trigger person in an approval request?
Hi I have an approval request that works fine except for one thing. It always uses the my name (Admin) as the sender for the approval even though I am not part of that transaction, which forces the Approver to remove my name and manually change the name to the correct person in order to process the approval. The Help files…
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Send Full Form with Description, Field Labels, and Help Text?
Good Morning, I am having a difficult time trying to find a solution for the following: I have built a Smartsheet and form to collect data from my clients. Many of the fields are pre-populated with data that does not need to change. This would include the client's contact information and other data points. I need to send…
