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Recipient not receiving workflow notifications
My workflow is not notifying all recipients. I can run the workflow, both manually and with the trigger, and receive the email notification as an Admin. He is the Owner but isn't receiving notifications. I checked his email contact; it is correct. He has NOT unsubscribed from the workflow. I'm perplexed. What else should I…
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Remove "automation@app.smartsheet.com" from sender email address
The OIT Security department at my university received a report that an email from automation@app.smartsheet.com may be phishing. We send a number of Update Requests through Smartsheet that require action from the receiving party. If the email is perceived as phishing by the recipient (or flagged as Spam by the email…
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Nested If statements
I am new here, but cannot figure out how to make a nested if statement or an automation to change the status based on a date in the past. What I would like to happen is when any of these dates are in the past AND the check box is not checked the current status will change to "DELAYED". I can get it to work for one argument…
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CopyRow Automation Not Triggering
Hello Everybody, My team and I use the CopyRow Automation for project intake. Instead of using a form that feeds into a sheet, we manage two separate sheets: One for each of my team members (source sheet) One for the service team that performs the work (destination sheet) The CopyRow workflow is triggered when a field…
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Automation Templates
Having to create complex automation from scratch in multiple sheets is very time-consuming and leaves significant room for error. Having a "create a template" option that can be used over and over again would be incredibly helpful. Logged in user defaults can be used for who is to be notified in the template; however,…
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Same Level Multiple Approvals
Is there a way to sent out a request that contains multiple approvals? There is a situation where we have a record that may contain anywhere from 1 to 3 approvals. All approvers have the same authority. To tally the approvals I would create a separate column that evaluates the decisions of either all approved, all declined…
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Data Shuttle: update a checkbox in the source sheet to indicate success
Currently, Data Shuttle efficiently migrates data from Smartsheet to SharePoint, OneDrive, GoogleDrive, Box, & as a Smartsheet Attachment. This Providing a seamless integration between the two platforms. However, one aspect that could enhance user experience and workflow efficiency is the ability for Data Shuttle to…
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Some parts of the automation not running based on Index(Match) cell change
Hi folks, Could I get some help with this issue, please? Published sheets shared below. Workflow: Order Form Sheet - lists items (Primary column), has a Submit check box column (box is checked), and has a status dropdown column with an INDEX(MATCH) formula referencing the Tracking Sheet. Rows are locked. Tracking Sheet -…
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I need something different than the update request
I use Smartsheet to process requests and want to be able to send back a message, some information in columns and an attachment. I use update request, but don't really need an update. I also wish the message box was a little easier to work with. It's pretty small and I usually have to scroll to type in a complete message.…
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Fomulas and automation
Hi Everyone. I have a rag status column on my Smartsheet which is determined by a formula, so as the task becomes due or overdue the rag status updates from green→amber→red. I'd like to receive a notification as tasks transition to amber/red. I created an automation, based on the change of rag status, but it only triggers…
