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Clickable Links
How do I add a clickable link inside a message sent via automated workflows? I tried adding a link to direct the recipient to another sheet so the recipient can reply to a survey, but when the message arrived in the recipient's inbox, the link is not clickable.
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Smartsheet Automation: Copy and Move Rows Limits
Hello all, this might be long winded, so apologies!!! My situation: I have a Smartsheet currently that holds all information for the current FY24 - Lets call it Sheet A. Coming in October, this information needs to archived off of this sheet to lets say sheet B so then Sheet A is blank and can intake FY25 information. I…
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Automation based off auto-date-stamps not always working
Hi, I'm having intermittent trouble with a move-row-to-another-sheet automation triggering off of a Record a Date automation AND a user selecting a drop down. Process- A user creates a PO and enters data into the PO Number field. The Record a Date automation recognizes any input into this field and posts a date into the PO…
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Merged: Save Draft Automations/Workflows
This discussion has been merged.
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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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Merged: Trigger a Data Shuttle Action via Automation Workflow
This discussion has been merged.
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Merged: Copy/replicate Workflows
This discussion has been merged.
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Alerts to MS Teams: Was working for years, now asking to add organization
Hi all, I have several automations/workflows set to send alerts to MS Teams. The channels are public and the alert settings are unrestricted. They worked just fine for several years. Suddenly, this week I received emails that the workflows couldn't run. When I checked them, the organization was no longer selected. I tried…
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Action To Create a New Sheet When a Condition Is Met
Is it possible to have a new sheet created through automation when a new row is added to a sheet? For instance, when a customer name is added to our customer sheet, I would like a new sheet to be created, using the customer name as the sheet name. There are several action options, but none that create a sheet (that I can…
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Need Help with Auto-Generating Project IDs in CopyRow Automation
Hello Everyone, I'm looking for some advice on automating Project ID generation in our CopyRow Automation process. My department uses this tool for project intake when sending work between teams. However, we need to include a unique Project ID that transfers to the destination sheets. Currently, our project managers spend…
