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Systems and Services subscription renewal dates
I have a sheet which tracks the various systems we use and their monthly & annual subscription charges. We'd like to have SS tell us when a renewal date is approaching, particularly with the annual charges at first, but then have that date push out to one year (or month if it's monthly). A notification email would then get…
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Email automation
Hello, I'm in a little pickle here. Smartsheet can send out emails through automation. Those emails, especially when include an attached file, are not professional. I saw some users literally put a disclaimer in their email to ignore the links and highlighted information, rows, etc. That format is not acceptable. So, as a…
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Error Message: "Rows cannot be added to the destination sheet..." for my Copy Row Automation?
Hello All, How can we fix this error? The only change that was made was to the destination sheet and it was to change the owner from one person to another. Would that have anything to do with it? Here is the error in my workflow: Thanks! Ryan Holguin
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Workflow emails without attachment only show the subject line in a mobile/web environment
Sometime between 10/21/2024 at 2:27 pm and 10/22/2024 at 7:33 am my workflow emails stopped behaving predictively in a mobile environment. I have an automated workflow that sends a summarization of information to field personal upon submission by a project manager. This info may or may not include attachments. These…
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Update Request Automation not sending to free users despite "Unrestricted" Automation permissions?
I have an automated "Update Request" workflow set up on a sheet to send to contacts in a cell, and I'm getting a an error message saying that this email is not being notified, and that I need to change the Automation permissions to a less restrictive setting. The email address is for under our work domain, so that…
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Perpetual Contract Renewal Formula
Hello All! I am trying to create a formula that will automatically update the end date to a contract based on a renewal timeframe. For example, Contract Start date 12.31.19, Contract end date 12.31.20 at the end of the contract, the contract will renew for 1 year perpetually on the same date. Right now we are at 11.8.24,…
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Copyrow Automation Not Working When It Said It Did
Hello All, Can you all help me understand why my CopyRow Automation didn't work even though the Activity Log said it ran? My thought is because changes were made to the ran within a minute after saving it initially preventing it from running even though the system said it did. I can send a snippet of the workflow if you…
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Change Status Based on Previous Row
I am trying to create a column formula that will change the status of a row to "Ready for Work" when status in the row above it changes to "Complete" I tried to follow the information that was provided this thread, but I keep getting #UNPARSEABLE: I already have an auto-number column (Job # - font is just in white based on…
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Hi! Is there a way to customize the email message on a combined (7+emails) automation email?
Currently, the email message when the seven email notifications are combined into one email reads - 'Please update my online sheet.'. I would like to include two field values to this message in order to better inform the receiver on the request. Is this possible to do? Please let me know if I need to elaborate further and…
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Hiding or deleting content via Automations
I have multiple sheets following a complex workflow. When some of my workflows are completed and moved to the next step in the process, I want the row of information on a sheet to be automatically hidden or deleted. I see that we have delete a column, but not a row. I need my row to be cleared after the data has already…
