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Smartsheet Calendar App vs Calendar View
My team sends out various reports on a daily basis. However, we have to reach out to different teams at different frequencies to ensure that we are sending the most up-to-date reports, as we don't have access to retrieve them manually. Typically, we send reminders using the "reminder" function on our "Report" sheet to…
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How to automatically add child rows
I would like to add 4 child rows after each approved row. I understand the indenting would be manual. Workflow: User submits the project form and form information resides on sheet A Approver gets the notification and approves the project The project row gets automatically copied to Sheet B Add 4 child rows to the newly…
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Fast status updates based on parent cell
I would like to make our status updates faster by utilizing the parent/child cell(s). If the user changes the status in the parent cell (dark grey line) to "Completed" then the child and grandchild cells would change to completed. If the user marks the child cell as one of the following statuses then the grandchild rows…
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How to reinitiate approval cycle after the proposal is declined ?
We have a workflow whereby we send a proposal with estimated cost and delivery date to our customer which he will be presented whirch two options (approve/decline) .If its approved then we can start the work fine, however if it is declined we would idealy like it to come back to us with the reasons for rejection and maybe…
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Why are notifications triggering in an Automation Workflow when the condition isn't met?
Hello Community! I've got a head-scratcher I'm hoping there's an easier answer to than the workaround I've developed. I've created 5 automation workflows that each use the same triggering event. I did this for ease of management as trying to cram everything into a single automation quickly became unwieldly and difficult to…
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No way to paste email addresses into automation?
Does anyone know if there is a way to paste email addresses into the "send to specific people" box in an automation? No matter what I do, it seems pasting into this box is impossible. Instead, I am having to re-type all email addresses into multiple automations, rather than simply pasting them and moving on.
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Merged: Bounced Automated Emails
This discussion has been merged.
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Email automation with PARENT/CHILD data from pivot table
I'm trying to create an output of specific rows of a pivot table to attach/include in an automated email. See below for an example table I'd like to extract from the master pivot table. The "Alert someone" automation allows me to specify which cell information I want to include but does not seem to be able to allow for…
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Upload Thousands of Excel Documents to Rows
I have been building a workspace for inspection tracking. Before this we were utilizing an Excel doc that would use a macro to create a new Excel doc for each inspection with the information that was entered. There are 2332 excel documents. The information in each doc are not in individual columns. The filenames are Asset#…