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Automation Help: Regarding Proofs
I want to record a date, when certain people approve a proof. When I set up a proof I am inviting several people, however, I need to record a date when a specific person (technically it could be 1 of 3 people) actually approves the proof. I have the {Proof Approved By} column (and as everyone approves their names appear in…
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MORE SORTS ON REPORTS
Would be great if Smartsheet could add more levels to sorts on reports! Only having 3 sorts really limits the functionality of reports. A lot of work prioritizing schedules etc. would be eliminated by simply adding more (at least 5) sort levels. We use Smartsheet for our production scheduling and project management and…
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Formula or Automation Help
Im looking for the best way to set up this formula/automation (whichever is best): I have multiple columns collecting different contact names by title from a form: I need a formula or automation, that when "Admin Reviewer" = yes, then it takes the contact in "Project Admin" and adds it to another column titled "PT Proof…
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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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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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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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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,…
