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Automation Will not send when triggered STILL
A year later I am still having the same issue with automations. I have automations set up in different sheets to send out meeting notes. I want it to send out to contacts in a cell including myself. It will no longer send the notification to myself and will, at times not even send to the contacts in a cell. My colleague is…
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How do I setup automation to email the person who submitted a form when it is marked completed?
Hello, New to using SmartSheet. We're looking to automate our vendor creation process from email to SmartSheet forms. I want to build it so that whoever submits the form will automatically be notified once a member of the team has marked the request as completed. I currently have an email field on the form, but it looks…
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Automation : Can it leave my manual work current?
I have a Smartsheet that I have been doing a lot of manual "box-checking" for completion. I have a process set up to data shuttle and automate, however, I don't want to lose all the work that I have competed, since I won't be able to shuttle some of the historical data in. Is is possible to have my previous content in…
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Automations "Equals" vs "Contains"
Has anyone experienced issues with automations behaving differently when using "Equals" versus "Contains"? On one of our sheets, I have an automation that only works if "Cost Center equals 302110000". However, if I use "Cost Center contains 302110000", it never triggers. Similarly, a separate automation only works if…
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Is there a way to send formatted links to Dynamic Views through Automation?
I have automation workflows that send notifications to employees when new rows are generated. Those employees need to interact with the rows and we use Dynamic View to make the inputs behave more like forms. It works well, except that the only way to link the automated notifications is by copying and pasting the whole,…
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Smartsheet Automated Emails changing custom subject line
Good Morning, I've have several workflows setup to send out emails that are triggered by dates. I'm using the Alert someone and I have setup specific subject lines in each out these, based on the time frame of a requested completed date. This morning, I received a "Reminder: Smartsheet Name" email that was sent to all who…
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Automations and sheets loaded with checkboxes...
I have a sheet created that is essentially a line of checkboxes to signal where a lease is at in the process of being created. The checkboxes are supposed to alert through an automation to the next person in line to do their part of the tasks, but in the automations I keep getting duplicated checkbox notifications of…
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Recommended Smartsheet Automations or Integrations
Hi Smartsheet Community, I'm working on enhancing the PMO process in Smartsheet and was curious—what are some game-changing automations or integrations you’ve added that made a significant impact? Whether it’s streamlining workflows, improving reporting, or enhancing team collaboration, I’d love to hear your…
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Log automated workflow actions on the Activity Log
For compliance purposes, it would be helpful if the actions of automated workflows would log on the Activity log. For example, when automated messages are sent it would be helpful for the Activity Log to date and timestamp that action along with the name of the workflow. Lots of us using SmartSheet need robust audit trails…
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Send Dashboard via email - manually and automated workflow
My idea is to create functionality to be able to send a dashboard snapshot via email from within Smartsheet, both manually and via an automated workflow. Ideally using an HTML format so any links in the dashboard are links in the email. Smartsheet Dashboards are fantastic and we use them heavily with our project teams and…
