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Personal Workflow Automation Library that sheets can reference as needed
I'd like to be able to build my own library of workflow automation and be able to "apply" selected workflow automation directly from the Project Plan Smartsheet. Also be able to share my library with others in my account that they may include into their own library so they do not have to reinvent the wheel. Advantages: 1)…
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Automated Workflow Trigger
Is there a way to set an automated workflow trigger based on one specific task rather than any time ANY task changes? I'd like to have the completion of one task (when checked as Complete) trigger a start date being added to a new task. Then I can set a trigger for an email to be sent to that Assigned Person that the Start…
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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…