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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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Workflow Automation
I have a form connected to a sheet (~140 rows of data) with automation and approval workflow. I need to make changes to the process so I deactivated the workflows while I work on the changes. Question - When I reactivate the approval workflow and other automations will it send an email for all the prior items? Thank you,
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Automation column to column
I would like to automate the behavior of columns. My case is to create a list of our department's contacts as task assignments and in a separate column note the team the person is on, so, for example, Jane Smith is on the Marketing Team, and John Doe is on the Operations Team. Then I would create a USER REPORT for tasks…
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Embedding a Form in an Automation Message
I would love the ability to set-up an automation and embed a smartsheet form in the message. Currently, I can only add a link to the form.
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Merged: Automations that trigger Shuttles
This discussion has been merged.
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Customized Request for Update Automations: Expand the Number of notifications.
I have created a number of automations for customized Request for Updates. This works great if the person who is to receive them has 6 or less notifications. This is unrealistically low. I spend an hour each morning having to manually rerun the automations. Can you please increase this number to at least 20? thanks for…
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Automations when selecting from contact dropdown
I created an automation to move rows to a specific person when they are selected from a contact drop down. I have more of these to building, with different automations such as copy a row when they are selected from an other drop down. I also need to add a notification when each of these process have run. I attached what I…
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Automation workflow assigning people in a Contact List column - list doesn't match
Hi! Did something change related to contact list columns and assigning contacts in automations? I have used automation workflows before with the "Assign People" action and the "Assign people in [contact list column name] and as far as I can remember, it used to give me a list of the contacts entered into that column (in…
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Emailing attachments without links to sheet
Hi there. Somewhat tech savvy here, but my expertise is in professional development, specifically in healthcare, and I'm falling short of figuring this out on my own. Here is a little background info. I issue a certificate of continuing education following most of the classes I teach. I have created an evaluation form and…
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Automation - Lock and Unlock rows (force TODAY() update)
Hi community I have added in an automation on multiple sheets that should, on the first of the month, lock and then unlock all the rows on the sheet. This is to force all formulas utilising TODAY() to update. On viewing some sheets today I have noticed that many have locked rows. I have manually run the automation and it…
