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Why are my workflow notifications not coming over as my name via Smartsheet?
I have my automated workflows set up to "send from triggering user." However, I have made a few updates, as well as others who have triggered the workflow, and the workflows show in email as from "Smartsheet Automation" instead of from "triggering user name via Smartsheet". I have been playing around with it but can't…
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I need to automate sheet creation
I see the generate document option, but I need to be able to automate the creation of a new sheet from a sheet template.
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How to trigger dropdown to populate projected completed date based on specific complexity?
I want to trigger these drop downs in the "Complexity" column to populate a date in the "Projected Complexity Completion" once a dropdown value is selected and once status changes to "active". Low Complexity = 2 days Medium Complexity = 5 days Most Complex = 10 days
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Tracking the Specific Time of a Cell in One Status
Hi all. I am trying to simply and easily track the time in days a cell is in red status (General Health column in picture below) until it changes. Nonetheless, although we can easily keep track of row changes with helper columns, I really cannot figure out how to do so specifically for one cell. Any recommendation on how…
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Workflow Automation
I have a form connected to a sheet (~140 rows of data) with automation and approval workflow. I need to make changes to the process so I deactivated the workflows while I work on the changes. Question - When I reactivate the approval workflow and other automations will it send an email for all the prior items? Thank you,
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Automation column to column
I would like to automate the behavior of columns. My case is to create a list of our department's contacts as task assignments and in a separate column note the team the person is on, so, for example, Jane Smith is on the Marketing Team, and John Doe is on the Operations Team. Then I would create a USER REPORT for tasks…
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Embedding a Form in an Automation Message
I would love the ability to set-up an automation and embed a smartsheet form in the message. Currently, I can only add a link to the form.
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Merged: Automations that trigger Shuttles
This discussion has been merged.
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Customized Request for Update Automations: Expand the Number of notifications.
I have created a number of automations for customized Request for Updates. This works great if the person who is to receive them has 6 or less notifications. This is unrealistically low. I spend an hour each morning having to manually rerun the automations. Can you please increase this number to at least 20? thanks for…
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Automations when selecting from contact dropdown
I created an automation to move rows to a specific person when they are selected from a contact drop down. I have more of these to building, with different automations such as copy a row when they are selected from an other drop down. I also need to add a notification when each of these process have run. I attached what I…