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Automation workflow not including attachments in notification emails correctly
Hi ! I am trying to figure out why some email notifications include attachments and others don't. I have a few teammates who add attachments to the rows when certain columns are triggered by a checkbox. I have my automations set below. And you can see once column was checked email includes attachment, but same email it…
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Approval Request Automation: Need User to Fill Out Fields
Hello, I'm trying to create an Approval Request automation, but I need the following actions: When approved: for user to type out their name When declined: for used to type out a reason I'm able to select the columns I want the information to be populated in on the automation, but it shows an error message. Is there no way…
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Form Entry cross field validation
Create a way to automatically notify an operator as they are updating a form and hit submit that their entries do not match and it's a failed audit other than waiting for an email notification and checking the sheet for conditional formatting. ex. Audit Form is for ensuring batch numbers match from 2 items. If the operator…
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Merged: Add Automation Run History Log for Alert, Notification, and Action-Based Workflows
This discussion has been merged.
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Revert to previous versions of sheets instead of just the activity log snapshot
I just ran automation on an entire sheet instead of just the rows. I wanted to move tasks to a compact task repository, and it moved 364 subtasks that I wish it hadn't. Now, I have to go back and manually revert what I can. Luckily, most of the time, we upload comments and proofs to the parent tasks, which, because they…
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Flagging Tasks as 'Blocked' if Predecessors are past due
Hi everyone! New to Smartsheet and trying to build some features for my company. I've been doing a lot of reading and tutorials, and I think I'm close to the end of this problem. Like the title says, if a task goes past its due date, I would all of its dependents tasks to flip to 'Blocked' status. I made it so far as to…
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Issue: @mentions in Dynamic View Link to Source Sheet Instead of the View
We’ve run into a limitation when using @mentions in Smartsheet Dynamic View comments . When a user is @mentioned from within a Dynamic View , the email notification they receive includes a link to the underlying source sheet, not the Dynamic View where the comment was made. This can be confusing—especially for users who…
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Issue with Automation Not Triggering from Data Shuttle + Formula Helper Column
I’m running into an issue with a Smartsheet automation not triggering as expected. I have a Project Status Helper column (checkbox) that is a formula column. The formula checks if Project Status is blank, and if so, it checks the box (intended to flag new projects). New rows are being added via Data Shuttle. I have an…
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DataMesh Note Section
Within DataMesh it would be really helpful to include an additional field to provide a description of what workspace/purpose etc. that the DataMesh config is applicable to. Currently I have ~50 configs for various workspaces. I have come up with a naming structure however I am limited to how much space I can use.