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Automated Workflow...What is the best way to optimize the Update Request?
Hi, I am trying to set up an automatic workflow that will send a notification to users who have tasks assigned to them on a weekly basis (recurring) to get status updates. I have created the following request with a custom message: However, some users are not seeing the customized message, so they are unaware of the task…
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Include Previous Update Request Response in Current Update Request
Hi! This is my first question asked on the Smartsheet Community and I'm hoping someone can help me, because this would greatly help our users. My boss and I run the HR PMO for our company, and we use Smartsheet to collect project updates for all active projects in the HR portfolio. Updates are requested from what we call…
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Automated email not working
Hello! I'm know that this is going to end up being something easy but I can't see to make this work. I have a sheet that tallies ratings and gives a % of that rating towards the target. The column is setup as a text/number and has the number as a %. Once a week, I'd like an email to go out that lists any of the different…
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Direct link to status in automated email
Hi community, Is there a way to include a link in an automated email that allows the receiver to mark a task as complete directly from the email, without having to open the sheet? Thanks! Louisa
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Automation Help
Has anyone had an issue with automation? I did this and it turned ever cell in the column to Jun instead of just the ones with a 6 in it.
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Change date every week
I have a sheet and I want resources to provide their status update every week. A request to update is sent every Friday. I want the "Current Week Ending" to be the Friday of the current week. Resources can enter their update for that week starting the Wednesday before till the Tuesday after. Every Wednesday, I want the…
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Automation and Task Re-assignments
It would be nice for an Admin to be able to: (1) see, or run a report for, the automation workflows a specific user is attached to; and, (2) selectively edit and reassign automation assignments and tasks to a new user based on a pre-existing user (for example, when a person leaves an assignment group or company).
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At Risk triggered by formula
Hello!! I'm trying to target the "At Risk" column with a formula to "flag" automatically. I need to have my At Risk flag marked automatically if a task is overdue [End Date] and the [Status] is "Not Started" and "In Progress" I tried using this formula: =IF(AND([End Date]@row <= TODAY(), Status@row <> "Not Started" "In…
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Why are smartsheet emails being sent to my junk folder?
Hello i am currently working a on a smart sheet automation for a project and i have ran into this issue where my emails are sent to my junk email. I need these emails to be sent to multiple different people at random times and not in their junk email. I checked all my settings as i was previously reading forms from before…
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Use smartsheet data to generate a document that maintains fillable blanks for the recipient
Use: We are using smartsheets to maintain client progress. We have forms that are pdf fillables mapped. We generate these and then email them to the account manager. At that point, the manager still has information to complete ie- other questions on the form that were formatted in acrobat pro to have fillable blanks that…
