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Automation / Form(?) Help
Hi, I have created an event data sheet that has six columns (event name, date, attendee and then three other informational columns). The first three columns (name, date, attendee) will be filled in by my marketing department. I need to create an automation that emails the attendee and asks them to fill out a questionnaire…
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How can I change the color of a cell if five certain columns all contain "Located" or "Clear"?
I have a column named "Ready". I want to change the color of the cell in that column to green if the cells in these five other columns all contain "Located" or "Clear". I've figured out how to check a box if any of these columns contain "Delayed" but I want a visual representation if the row is completely ready. I've tried…
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Do Update Requests ignore row locks
I am using quite a few workflows to automate a sheet. There can be situations where a row Update Request has gone to someone and before they respond to it another action causes the row to be locked. We've tested this scenario and it seems that the Update Request can be completed and the row is updated even though it is…
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Move a row to a new sheet based on an entry on a separate sheet
Hello, My company has a sheet titled active employee roster which has every employee in the company. We are trying to create a new Offboarding sheet that will then find the employee on the Active Employee roster sheet and then move them to a 3rd sheet labeled Offboarding Archive. I am struggling to create a solution for…
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Email ical file to Contact
It would be fabulous if there was a way to send information in a row in an email as an ical file. We coordinate the scheduling of all our external trainings in Smartsheet, but then have to do extra data entry because we then have to create a meeting in Outlook (100% of the time) and in Zoom (40% of the time). Being able to…
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Can you create a workflow that emails the line attachment as an actual attachment instead of a link?
I have a smartsheet that creates a certificate once the user details have been entered, then emails a copy of the certificate to the user once an email address has been added, but would be better if the line attachment was attached to the email instead of just a link to the attachment.
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Copying action while building Automation
Smartsheet should have option to copy a specific action and reuse it within the Automation. This will save a lot ot time of building Automation where repeative action needs to be places under different condition. Similar faicility is available in Microsoft Power Automate where user can copy some aciton and reuse the same…
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Date calculation formulas are not working properly.
Hi, community. I have a weird problem with my metrics sheet and the dashboard linked to it since it is displaying fault information with a specific formula. I have tried a lot of workarounds, including the update of both source and metrics sheet and a lot of different formulas but I can't still fix it. Formula is as simple…
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Add HTML formatting in Automation Workflow Notifications
Would be great if we could force wrap text within an Automated Workflow Notification Alert "Message" using </br> HTML tags, and/or be able to <bold> text directly within the Message we're setting up. Hoping this can be an enhancement one day to Smartsheet.
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Using the new customized sender in automations: Send from Smartsheet Automation
I thought this new feature would also update the reply-to email as a generic donotreply email address. But it looks like the reply-to email (at least for an alert type of automation) goes to the owner of the sheet. Is the only workaround to create a user with a generic donotreply email and transfer ownership to them?