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Form Automation with Entered Email Address
I am building a form for someone but instead of a contact list, they want users to fill in the email address for the staff in that field. They would also like to have the form notify the person whose email has been entered into the field that there was a request submitted. Can we do this without the Contact List option?…
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Daily Automated Report
I am a dead beginner with SmartSheets and I am self taught thus far so explain to me like I've never seen a computer before :) Our hospital holds daily huddles where each department reports out on questions specific to their unit (current paper form attached). I’ve created a sheet that includes all the questions to be…
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Duplicated Columns
Hi guys, I'm trying to copy rows from 3 sheets to another, whenever I'm copying rows from the third sheet its duplicating one of the columns at the end even when all columns in all the sheets are in the same order. Any suggestion to fix this? Thanks in advance,
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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…