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How to only send 1 email if there are multiple lines in automation?
Hello! I am having an issue with automation emails. I have automation set up that will email a contact in a cell whenever a box is checked. The box is also automated, and is driven by customer-material# combination from a form that internal users can submit. There are instances where we may have multiple orders for a…
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I don't see the "automation" tab at the top of the sheet that I want to share
I've set up automations before using the tab in the left-hand corner but now I want to share a sheet on a weekly basis and the automation tab is missing. Is this because of the type of sheet I'm trying to share? Or is it the ownership? Or is it something else? Thanks for your help.
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Copy Certain Row Cells to New Sheets
Good morning! I came across this thread (https://community.smartsheet.com/discussion/92237/copy-specific-columns-from-one-sheet-to-another-linked) but it doesn't look like it's had any traction since early 2023. I'm hoping this is still something that is in the works and figured I'd see if anyone has come up with any work…
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Automation creates duplicate row instead of updating it
Hi All, I was trying to set the following flow and it doesn't seem to be working Master Sheet - copy row to Project Plan (several conditions) = working fine Master Sheet edit row - edit a relevant copied row in Project plan =/ not working, creates a duplicate row with updated info --- is there any way around this? feeding…
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Request an Approval from Email address in specific cell
Hi! I am needing some help. I am having a team member fill out a form, that form needs to be approved by several people. However it seems that the "Request an approval" needs to be a specific person (which wont work because each form will be different users", or Send to contacts in a cell, however it seems that the…
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Conditional Approval & Approver Automation
Hi - I've been trying to come up with the best way to implement a process into Smartsheet and can't really come up with an ideal method. Hoping someone can give me an idea or point me in the right direction. We have a process where a user submits an intake item and then it goes to a general group for them to review/update…
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IMS to to do RAIL sheet
My IMS has a list of Critical Items that I would like tracked in a RAIL sheet Task Name, Start, Finish and Assigned to, Currently I have been coping and pasting these values into my RAIL my RAIL sheet column are Task name, Assigned to, Start date, Due date, Notes, Priority I currently use my RAIL to track meeting minutes…
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Is there a way to see who an automated notification was sent to?
I have a workflow set up that is based on using the symbols column. We have a ton of potential volunteers that have filled out a volunteer form and those that are marked as a 4 star or 5 star are then sent an automated email based on the email they entered in a contact column. The automated email instructs them on next…
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Can I trigger an automation based on the completion of an update request?
I currently have a workflow in place which allows for both approval requests and update requests, but at two stages of the process, the approval request and update request fire off at the same time. The correct order would be for the approval request to process when the update request is complete. I have thought of adding…
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Assistance Needed: Setting Up an Alert in Smartsheet for Unassigned Audits
I'm currently working on optimizing our workflow in Smartsheet and could use some guidance on setting up a specific alert mechanism. Our team manages incoming audit requests through Smartsheet, and we're looking to improve our response time for these requests. If an audit hasn't been assigned within an hour of its arrival,…
