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Email ical file to Contact
It would be fabulous if there was a way to send information in a row in an email as an ical file. We coordinate the scheduling of all our external trainings in Smartsheet, but then have to do extra data entry because we then have to create a meeting in Outlook (100% of the time) and in Zoom (40% of the time). Being able to…
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Can you create a workflow that emails the line attachment as an actual attachment instead of a link?
I have a smartsheet that creates a certificate once the user details have been entered, then emails a copy of the certificate to the user once an email address has been added, but would be better if the line attachment was attached to the email instead of just a link to the attachment.
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Date calculation formulas are not working properly.
Hi, community. I have a weird problem with my metrics sheet and the dashboard linked to it since it is displaying fault information with a specific formula. I have tried a lot of workarounds, including the update of both source and metrics sheet and a lot of different formulas but I can't still fix it. Formula is as simple…
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Using the new customized sender in automations: Send from Smartsheet Automation
I thought this new feature would also update the reply-to email as a generic donotreply email address. But it looks like the reply-to email (at least for an alert type of automation) goes to the owner of the sheet. Is the only workaround to create a user with a generic donotreply email and transfer ownership to them?
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Moving rows to another sheet
I am trying to set up an automation where rows are moved to different sheets based on an account number. I have 4 set up just fine but I have 3 more that when I go to choose the sheet I want it moved too, it's not available. I am the owner of all the sheets and all sheets were created more than a week ago. I tried to…
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Emailing the admin group through automation when a row is added.
Since Smartsheet changed the way you add users and domains (outside of your domain) and made it a sheet, I want to setup an automation on where when a new row is added either by form or manually it will send a notification to a group. The group I want is the admin list in Smartsheet. Is there a way to do this? When I state…
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Approval Workflows with Inconsistent Reviewers
Background: I want to make a sheet that can track all of my review/approval requests throughout a project. I would want multiple types of project documents to be reviewed/approved (e.g., change requests, project charters/plans, test cases, etc.) each with their own set of reviewers/approvers. For instance: Project Charter…
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Generate Document Automation, select 1 of 3 contracts
Hello, one of my workflows includes an automation to generate a contract. It started as 1 type of contract and worked great. I have a check box to "generate contract" and when that is checked, the automation is triggered. Then we created different forms of the contract: we have 1 for veterans, 1 for people that pay in full…
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Document Builder Automation with Forms
Can Document Builder be automated so that after a form is filled out the document is automatically created and sent to the person who filled out the form (or any other identified person)?
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Automation: Can I Customize the Alert Message based on Status in a Single Workflow?
I am working on a ticketing system and would like to set up an automation to notify the submitter when their ticket's status changes but I'd like to customize the alert message depending on the status that the ticket was changed to. Is it possible to do this in one workflow? Or would I need to create a workflow for each…