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Automations Stopping
I have experienced several different, random, automations stop working for no reason for random individuals. Triggers etc do not change and yet they just stop firing for some users and not for others. Is there any kind of bug we should troubleshoot within our systems or do we need to 'reset' the automation somehow to get…
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Email option for generated documents
For reasons I won't get into here, we are required to disable the 'Upload Attachments' option. This severely limits our ability to generate documents in day-to-day use. It would be great if the Generate Document automation had an option to email a contact in a cell, rather than only the 'Document will be attached to row'…
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Bypassing SPAM folders or changing spammy automated email address
Hello! Our research center has programmed an automated basic questionnaire to go out to members of an organization on an annual basis. Only a small percentage of the members fill out the survey each year, and we recently learned that many members claim they never get the emails. After revisiting a test email that I sent…
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Email Sender Changed
Hi. I had an automation set up to "Request an Update" that would send an email if someone filled out a form. The email would come from "Info via Smartsheets". Today, I adjusted the automation and changed the setting from "Request an Update" to "Alert Someone". When I did that, the emails started coming from the login…
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Merged: Update request reminder/resend
This discussion has been merged.
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Enable Smartsheet Automations conditions to build off a Resource Management Placeholder
We have a Smartsheet Project Plan sheet connected to Resource Management through Control Center. We utilize the Placeholders (created in Account Settings in Resource Management) to assign tasks in the Project Plan when we don't yet know the individual who will be assigned to the task. Currently we have automations…
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Why is SmartSheet contacting everyone in the contacts column even when they don't meet the criteria?
I've been working on setting up a workflow sheet for volunteers in a graduation ceremony. My columns are "job, first/last name, date/time, email, phone number." The "Email" is a contact column and the picture shows how I have set up the workflow. Why is the sheet sending the message to every contact in the email column…
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Inclusion of options missing in the Move/Copy workflows
Hi When we select a sheet row and move/copy it to another one, we're presented with the "Include Attachments" and "Include Comments" options. On the other hand, moving/copying rows through automation workflows does not provide these options; and this is what I'd request Smartsheet team to include in the workflows as well!…
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Automation/Workflow Example/Tests
Although it's typical to need to run a few tests for a workflow or automation, it would be great if we had the option of previewing what the automated emails/notifications/alerts would look like for individual users with different types of permissions. A view "View As" type of feature.
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Can I use automation from a report instead of a sheet?
I have about 30 different smart sheet files that each have a couple tasks assign to my team. I created a report that pulls the tasks from each sheet and lists them out. I would like to create an automation from the report file that sends out the tasks as the due dates approach. There is no automation feature in the top…
