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I want to send Photos
I'm looking for a solution to send photos for a daily project update in an automated fashion, when attached to a row/grid via form. We've tried inserting photos into the columns however this doesn't pull the photos into the automated notification/email. We've tried including attachments in the automation and that doesn't…
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Submissions are via a form to our smartsheet - manually adding subtasks can I automate?
We have our team submitting requests for work via a form with a few required columns and some nice to have information to generate into the Smartsheet. We have been manually copy and pasting the subtask rows each time a form is submitted. then we indent those to get the parent child relationship. They are always the same…
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Automation Notifications if 10+ rows change
Hi All! Need some help with a specific Automation notification when a specific criteria is met. The automation I would be after would look something like this: Everyday 100+ lines of data are added to the sheet, this tracks a specific item. I am wanting an automation that triggers an email when 10+ of the same item for the…
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Merged: Auto timestamp
This discussion has been merged.
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Merged: Allow Missing Attachment to be a trigger or condition for Automations
This discussion has been merged.
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Missing Attachment as Notification Trigger - Smartsheet Automations?
I have built out a multi-use form that, depending on the user, requires attachments to be added. Since I cannot conditionally require attachments in the form I am trying to build an automation that triggers a notification to the form submitter if they neglect to add an attachment when it is required... but I continue to…
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How do I create an IF functions that will change my status color if information is in the cell
I am trying to have my event status which is (symbols) update to gray, red, yellow, or green depending on if 2 cells contain information (Green), or one cell or no cells have information and is more than two weeks from the date (yellow), one or no cells have information and is less than two weeks from the date or event is…
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Merged: Automation to send form for a sheet at specified cadence
This discussion has been merged.
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Is an automated export of a Smartsheet to an Excel file possible?
Hi all, I have been having the most frustrating conversation with Smartsheet support on this topic and not getting answers to the question that I asked. I would like to set up an automation that will email me an Excel copy of my project plans on a weekly basis (or when triggered with a change - I don't really care) as I…
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Can I create an automation on a template in a toolkit?
Hello Smartsheet Community! My question is: Can I create an automation (e.g. to notify someone with a specific message) on a template in a toolkit that will carry over when new projects are created?