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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…
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Inventory Management
I'm looking to create a sheet to manage our department's inventory of swag/give-aways. I currently have the asset management template set up and running and am using the barcode functionality which is mostly serving our needs. The one gap I have is inventory updating. Ideally, when someone takes inventory, I would like for…
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How to only send 1 email if there are multiple lines in automation?
Hello! I am having an issue with automation emails. I have automation set up that will email a contact in a cell whenever a box is checked. The box is also automated, and is driven by customer-material# combination from a form that internal users can submit. There are instances where we may have multiple orders for a…
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I don't see the "automation" tab at the top of the sheet that I want to share
I've set up automations before using the tab in the left-hand corner but now I want to share a sheet on a weekly basis and the automation tab is missing. Is this because of the type of sheet I'm trying to share? Or is it the ownership? Or is it something else? Thanks for your help.
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Copy Certain Row Cells to New Sheets
Good morning! I came across this thread (https://community.smartsheet.com/discussion/92237/copy-specific-columns-from-one-sheet-to-another-linked) but it doesn't look like it's had any traction since early 2023. I'm hoping this is still something that is in the works and figured I'd see if anyone has come up with any work…
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Automation creates duplicate row instead of updating it
Hi All, I was trying to set the following flow and it doesn't seem to be working Master Sheet - copy row to Project Plan (several conditions) = working fine Master Sheet edit row - edit a relevant copied row in Project plan =/ not working, creates a duplicate row with updated info --- is there any way around this? feeding…
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Request an Approval from Email address in specific cell
Hi! I am needing some help. I am having a team member fill out a form, that form needs to be approved by several people. However it seems that the "Request an approval" needs to be a specific person (which wont work because each form will be different users", or Send to contacts in a cell, however it seems that the…
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Conditional Approval & Approver Automation
Hi - I've been trying to come up with the best way to implement a process into Smartsheet and can't really come up with an ideal method. Hoping someone can give me an idea or point me in the right direction. We have a process where a user submits an intake item and then it goes to a general group for them to review/update…