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Attachment Link through Automated Notification Expiring After 14 Days
I see that attachment links are set to expire after 30 days or 100x clicked. It looks like this is referring to files sent manually through Smartsheet. I'm having issues with the links expiring after 14 days through AUTOMATED notifications. Is anyone else experiencing this? Is this a setting that can be changed through our…
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Merged: Increase Expiry Limit for Attachment Links Sent from Workflow Automations
This discussion has been merged.
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Create email/document with rows satisfying a specific filter
Hi, I am trying to extract information from a sheet - I want to specify a value and extract the rows from a sheet or report where that value is found (e.g. say a date and extract all the rows where that date is shown). I then want to export these rows as a document or (ideally) and email. Is this possible? I have been…
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Automation to email rows from spreadsheet based on complex rules
I am trying to use Smartsheet for meeting minutes - it works well, but one thing which I would like to do is to circulate the minutes as an email to the invitee. What I would like to do is the following: Trigger an automation manually Have a dialog asking for the criteria Send an email to all the people specified in the…
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Automate Form Entry to Requestor
I have set up a request form that requires the requestor to enter an email (format on the field setup indicates email). I want to automate some follow up notifications to that requestor after the team "works" the request. In the automation workflows it only allows me to select either from a contacts list or the email that…
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Record Date Update
I have a column where the date is recorded when an automated email is sent which is triggered by a checkbox, "send email". Sometimes. i will need to uncheck the triggered checkbox to resend the email again. Will the record date from the 2nd trigger override what was initially recorded?
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Automations - Send From Sheet Owner
Some automations have the option to Send From Sheet Owner, but it seems those triggered by row change do not - why can't we have that option in all automations? This automation does not have the option to Send from Sheet Owner. It is triggered by rows added/changed: This automation is triggered by a date and has the option…
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Trying to copy rows & then mark them 'done'
I'm trying to do something that seems simple but is really frustrating me. I want to copy certain rows to another sheet and mark them 'done' afterward. I've got an automation that copies rows over to another sheet, then records a date & locks the row. I also want to have it change a value in another cell (mark it…
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Automation is not working as intended
Hello, I am having a problem with my automations. I current have a few automations going on at once but to simply put I need one automation to skip a step if XYZ is applicable. So I have a few columns, a Status column (Dropdown: New, Level 1, Closed), Resolution column (text) and a Assigned to column (Dropdown: Admin 1,…
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Need Help with Automation with Conditions
Hi All, I need help with my overall Automation. Goal: to trigger when Overall Status changes to "New Product/Service" or "Pending approval" and when certain conditions are met. Automation I have: Overall Status changes to "New Product/Service" or "Pending approval" and when Condition Intake is one of "Yes" or when…