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Workflow Approvals with a drop down feature added?
Is there anyway that when you setup a workflow for an approval automation, that when the reviewer gets the email, can they have a list of rejection notes in a drop down fashion to choose from? When rejecting submissions our team has like 5 cookie cutter answers that we run into. Would love it if they could have a drop down…
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Email address in Form entries
Hi When a user click 'email me copy of responses' in the form submission, is it possible to pull that email address through to the data set somehow? I can't see that I can see that particular field. Thanks
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Pulling in selected data from another sheet when conditions are met & then marking that as used
I have a complicated use case I could use some help with. Apologies if I'm using the wrong words here; happy to provide clarification. Here's what I'd like to happen: User submits a form to request a voucher for a specific exam. Row in SmartSheet 1 is populated with user's data. Upon row population, another sheet…
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Manually Run Automations
When I try to run an automation manually, I hover over the automation I want to run but run now never appears and when I click on the 3 dot menu, it is not an option either. Can you anyone explain why? My automations are all set to run when triggered, could that be the reason?
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How do we "reverse" an Unsubscribe group list from an automation?
We have a group email for our team and one individual has Unsubscribed themselves from that automation - which means the whole team no longer receives the email notification. How can we reinstate that email for the notifications to go out?
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Teamwork and Smartsheet Integrations (Zapier?)
We currently use Teamwork for project management. Our account managers update their milestone dates in Teamwork to create their job schedules at the beginning of a project and then adjust the dates as it progresses. Our organization-wide job board is kept in Smartsheet and we run several reports from it (including monthly…
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Attach generated document to alert without sending link to sheet
I am trying to automate a process where employees use a form to fill out an inspection, and then their answers are used to generate a document that gets emailed to the inspector as well as the contractor for the job site where they are performing this inspection. If at all possible, I'd like to, rather than sending a link…
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automation that sends alert of new fil to requester to requester does not work
Hi, I am a new Smartsheet user. I am currently working on an automation. The problem is that the automation of sending alerts with the complete information that the requester sends from a form does not work. The problem is that the automation works except to a particular person, something to note is that to that person…
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Set Duration to 0d with automation
We have a project template sheet with default tasks, durations, predecessors, etc. When a user saves the template as a new project they can then decide which tasks are not relevant to that project by marking unneeded tasks as 'N/A' in a Status dropdown list column. We created a 'Clear Cell Value' automation to clear the…
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view pending update request: icon not showing
Hello, I've built an automation that sends an update request using the docusign integration when a checkbox is checked (see automation logic below). In testing and in production, I can typically see the icon "view pending update requests for this row" - but not always. The icon is a round, with rotating arrows and a…
