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Save Automations as Draft
There's been a few times now that I started creating an automation and it wasn't able to find the thing I wanted to reference or there was a minor issue with a reference and I had to completely discard the automation, go make my change, and then go and start creating the automation from scratch again. There is currently a…
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Microsoft Causing Issues?
Hello, my company uses Microsoft office, so outlook is our email platform. Is that why my auto emails aren't sending from my smartsheet? I have them on my registration page, I click "ready to send" then save and it's supposed to auto send the invite/start the registration process. It's been working all week and last week…
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Direct Email Approval Button for Smartsheet Automation Workflows
Integrate a direct approval button within the email notification itself that allows users to approve or reject requests without the need to transition to a web browser. This button would perform the same security checks and record the same audit trails as the current browser-based approval, ensuring that the process…
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Using group email account as "Triggering User" for Automation
We are looking at having the automatically triggered alerts to be sent by a group email address rather than an individual. We could possibly do it by associating a license to the group email account but that has a cost associated with it and a last resort. Sending from the organization is too broad for what we're looking…
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Systems and Services subscription renewal dates
I have a sheet which tracks the various systems we use and their monthly & annual subscription charges. We'd like to have SS tell us when a renewal date is approaching, particularly with the annual charges at first, but then have that date push out to one year (or month if it's monthly). A notification email would then get…
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Invalid Workflow - need help in resolving issue
I have an intake sheet where entries are added needing approval. I have a column set by a formula that looks up the type of request to determine the number of approvals needed. I was trying to send out the approvals right away but the formula wasn't resolving fast enough so I now have another workflow that sest a column…
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Daily automations
I set up 10 daily automations for my SS to change a cell every hour from 8am to 5pm. I set the automations to be daily with no end. It worked yesterday until 3pm and then stopped. Nothing happened this morning. How can I fix this?
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PTO/Absence tracker - how to deal with recurring events
I am creating a PTO/Absence tracker for our service technicians team. I have 2 separate input forms. - one to record/request PTO filled out by the service technicians themselves - another for Supervisors to book a service technician to a client site for a dedicated amount of time, - i.e., every MON for the next 3 weeks -…
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Automation - Move a row to a Sheet using where the Sheet Name is a row Column formula.
In the setup of an Automation to move a sheet row to a sheet name that actually a row cell value. Want the automation to allow the 'Move to:' value to come from a cell located on the row being moved. This would allow this sheet-to-sheet automation to happen without a manual entry and enhance the automation abilities ten…
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Merged: Automation: Delete Attachments
This discussion has been merged.