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Sending automatic reminders for unanswered Update Requests
I am using Smartsheet with clients and they often ignore or don't notice Update Requests from Smartsheet. So they remain unanswered. Is there a way to automatically send reminders to people that did not respond to an Update Request? I'd love to be able to send a reminder every other day until the Update Request is…
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Alert Someone Notifications not Working
Hi! I am running into an issue where my 'alert someone' notifications are not sending. I have a column that is formatted as a contact list, and my automation is set up to alert the email chosen in that contact list. However, the emails are not being sent. When I test it with myself, I DO receive the alert via email, when I…
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Dynamically emailing a contact updates for just rows assigned to them
Hi all, Our Project Managers are running renovation projects at 300 plus buildings, each project has a single unique row all contained in the Active Projects Sheet The email address for each building manager is kept in a contact column. I'd like to set up an automation that will update them on the construction status for…
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Alert Someone > Send to Microsoft Teams | How to not include other rows
When we sent the alert to MS Teams, all rows are being included + the custom message. Is there an option not to include those, just the custom message?
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Automated Workflow Condition was not met but workflow executed
I created an automated workflow with the trigger to request a status from contacts in a cell on a bi-weekly basis if the following conditions are met. There were multiple requests sent to the contacts whose applications didn't have the Disposition listed below. Is there a limit on the number of conditions in an automated…
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Can you have hidden fields on a form become visible depending on value in another field?
So on the user end of the form, I have, for example, a Yes/No question about a meal. Question: Will you be attending the luncheon If answer is Yes, then additional fields will appear asking about meal choices, accommodations, etc. If the computer says No, then the fields regarding the luncheon will stay hidden. Is this…
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Having trouble with one of my Move Row Workflows
Hi gang, I'm having difficulty with one of my workflows to trigger......I have no trouble with other sheets using the Move a Row, except this one sheet. Below is the actual workflow. The "Status" field is a dropdown and manually updated on the sheet. The Archive sheet is a duplicate of the active sheet. I have other #1 -…
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Automated Workflow to Assign People Not Working Consistently
Hi! I just created a workflow to assign contact to 'Responsible Designee' column when 'Risk' column changes to AR, HR or SURVIVOR. So, the automation works on some rows, but not all. Screenshots below (only showing one of the automated workflows). Any ideas?? Thank you!!
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Approval workflow - How to delegate approvals and capture who approved?
Hi, I am building an approval workflow in Smartsheet to track PTO requests. The workflow is built to send approvals to the employee's manager. What I am trying to do is build a process to delegate approval when managers are on PTO for example and track who approved. I was initially thinking of updating the "Reports to"…
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Request for Update - Set Expire Date/Days
We are using Smartsheet to manage a weekly work schedule. There is a workflow that sends "Request an update" to employees the ability to pickup an open shift. Do to volume of calculations and space limitations, the schedule is managed in a a master sheet: Master sheet is a two-week (14days) schedule Planning for new…
