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Some clarification to clarify
I have a few questions that I need clarification on: This is a question about multiple selection able to run report and auto counted and group in report I asked this question before, but hope things might be updated, we currently only can run report based on a single section in the column, correct? or can we run report in…
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Customize Success....Entry Submitted Message from Automated Update Request
Hello, When creating a form, you can customize the message at the end of the survey. "Success. We've captured your response." I'd like the ability to customize this message when sending automated update requests & include links to other Smartsheet items. I have the link in the message in the automation, but once the form…
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"Alert Someone" in a "Contact" (email) column not trigger for some
I have an automation set to trigger when a row is changed and when one other condition is met (need 2 cells to both reflect "approved" to trigger an alert to email the "contact" that their request has been approved). I have no restrictions on the sheet. Still, some are receiving their alerts while others are not and I…
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Collecting info via forms, but cells are getting too full: What's the best solution?
Hi all, Here's a quick description of my set-up. We're collecting project progress updates via workflow automations. These forms get sent to various people and the main 'ask' is for them to fill in a free text entry called 'latest update' field. These entries then appear in the 'latest update' field on the main sheet. This…
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Automation Email Alerts not sending
Hi SS Community! I have multiple automations set up to send email alerts within SS across many different workspaces. Recently, all users have stopped receiving the email alerts (still alerted within SS itself). I've checked everything I know to check but cannot find the break down. Outside of checking notification…
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Multiple Forms - Add info to existing row
Hello! We work with a registration form that feeds a master sheet, we want to add another form that will update or add a request for change for a registered contact, but we do not want to generate a new row, we want Smartsheet to match the name or ID to the initial registration and update the columns. Do we need a formula…
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Automation Workflow - Exclude Hidden Fields
I have a SmartSheet that has several hidden columns that drive other visible column values, conditional formatting, etc. I set up an Automation Workflow to send an update via email when rows are added or changed. The email that is sent from the workflow includes ALL the hidden columns, whether those values changed or not.…
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Sheet Not Showing in Automation Search
I've been given Admin access to a work app that the owner would like to have linked via a copy row automation to my workspace, but when I try to search for the sheet, nothing is coming up. I've tried refreshing, waiting a few minutes to see if it hadn't indexed yet, all without luck. Any ideas?
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Notifications Currently Experiencing Issues?
Hi All, I seem to be having a bunch of notification issues, and I'm wondering if anyone else is experiencing issues. Please keep in mind I have had these automations in place for over 2 years already & they always worked as expected. Is this a system-wide issue, or should I connect with Smartsheet Support? Issue 1 -…
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x-sheet reference - trigger for automations
Trying to trigger an automation that is not working b/c the source column is a x-sheet reference value. I understand tht x-sheet references cannot be the trigger for an automation to run on the destination sheet. I've added a helper column on the destination sheet that is a formula column that references the column that…