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Automated alerts to contact column when contact has changed
I have an automated alert sent daily when "rows are added or changed" to the person in the contact columns "Assigned to" and "Assigned to Assist." I've had instances where Person A was assigned to a task in error. It would be corrected by re-assigning the task to Person B but Person A still revceived an alert telling them…
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Webinar Recording available: Drive action with multi-step automated workflows
Missed the webinar? Review the recording in the Learning Center. Learn how to combine multiple automated actions that drive your processes forward. In this webinar, we’ll demonstrate how to: Streamline multi-step approval processes Archive or transition tasks with move and copy row workflows Customize what information is…
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Alert not sent to email
Hi, I have set up a very basic alert workflow which doesn't seem to send an email to one specific recipient. The workflows is: when a row is added, notify 3 people (two are @company, one is @gmail.com). However, only two of them receive a message. The alert isn't sent to one of the two @company recipients. The automation…
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Automated Message Activity & Ownership
I have several questions: Is there an activity log that shows the automated messages that are actually sent from Smartsheet? I transferred ownership of a sheet to fully licensed user, but my name (as former owner) still appears on all the notifications. How do we change this?
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From Address on Notifications
We have notifications set to go to a contact in a cell -- works great. The problem I have is that my name shows on the "From" -- so I receive messages from people that are not necessary. Is there a way to work around this? Can the email just come from Smartsheet (or another email address in our domain?). Thank you, Donna
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IF/AND formula based on a drop down column if the cell is blank
Hi All, I am working on a formula to trigger my at- risk flag based on the following information. Raise the flag if the end date column is less that 1 day away and the status column is blank or Not Started. Here is what I have so far. =IF(AND(Status3 = "Not Started", [End Date]3 <= TODAY(2)), 1)
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Is there a limit to the number of fields I can use in a trigger for an automation?
I have a sheet that has 50ish columns and I need to copy a row (for archiving purposes) when one out of 25 columns for this row is changed. It seems like there is a limit to 20 triggers per automation - is this correct? Is there a way around this limitation? Yes, I could create one automation with 15 and another one with…
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Automation function acting weird. Need a solution
I have an automation work flow that alerts my people of projects due within the week. Instead of the email showing it came from "automation", it is showing to come from other team members: This happens on my other automation workflows on other sheets as well. Is this happening to anyone else and is there a solution to…
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Hierarchical numbering patterns?
Anyone with experience setting up hierarchical numbering schemes? I want to add a column that is hierarchically auto-numbered such that child rows are added to the numbering scheme as increased decimal points. For example 1. Row 1 --1.1 sub item of row 1 ---1.1.1 sub item of row 1.1 ---1.1.2 sub item of row 1.1 ---1.1.3…
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Integrating Smartsheet with my app
Hello, I am working on a web application that manages projects for my company. Our salesmen use smarthseet to put in new projects requests, then we have a team that uses the data submitted by the salesmen to manually create these projects on our web app. My management is looking into automating this process, hoping to be…