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Request for Enhanced Hyperlink Functionality in Automated Notifications
Currently, when adding a hyperlink in an automated notification or alert, the only method available is to insert the full visible URL, like "http://salesforce.com". We need a feature that allows embedding the URL behind text, such as "Click here to go to Salesforce." Additionally, hyperlinks included in automation messages…
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Automation unknown defect with Move Lines
Hello, please help us to understand where process is broken We have a very straightforward automation process Sheet 0 (“0 -QA& Exception check”) – source sheet The only “Move” workflow: Trigger: When rows are changed When a Cell [Milestone L2] changes to “6.1M - MED approved for shipment, Ready for EY action” Run workflow:…
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Multiple emails sent for same automation flow
Hello all, I wonder if any of you have created an automation workflow that sends the same alert multiple times. I have two people who are getting four emails every time the automation is triggered. I have changed the workflow to alert me, but I only get one email when triggered, so I am not sure why two different people…
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Merged: Conditional formatting in notifications & alerts
This discussion has been merged.
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Problems automating and matching with formula
Hi, I have a formula that used to create an order number, composed from the following fields: The date date + an auto number, then the "/" character gets removed. Our vendor also uses Smartsheet. I have an automation set up to send the information over to the vendor, but it doesn't transfer right. It consistently transfers…
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Contact List matching
Hi, I have been struggling for awhile that the contact list in a sheet, including automation, doesn't sync with My Smartsheet Contact list…how do I edit the contact list in a sheet? TY
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Adding a last comment column into a sheet
Is there a way to add a column that updates with the last comment entered into the conversations from that row? For example: If I entered notes from a call that I had with a client "conversation went well, will follow up" that note would populate into a column on that same row labeled last comment or update. This would…
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Automations are not triggering all rows
I’ve had the automations running for over a year without any issues, but after the recent AWS outage, I’ve noticed that the automations are not triggering for all rows, even when the rows meet the criteria. Please help me resolve this issue.
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Revert to previous versions of sheets instead of just the activity log snapshot
I just ran automation on an entire sheet instead of just the rows. I wanted to move tasks to a compact task repository, and it moved 364 subtasks that I wish it hadn't. Now, I have to go back and manually revert what I can. Luckily, most of the time, we upload comments and proofs to the parent tasks, which, because they…
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Multi-row intake form
Hello , is there any way you can have multiple row entries in a single intake form?