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University Permit or Special Event Request From
Hello, I am wondering if anyone in this group uses Smartsheet for Permit or Special Event applications? We are looking to utilize Smartsheet to streamline our Alcohol Permit process and I wanted to see if anyone is already using Smartsheet for something similar. Thank you in advance!
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Are Automations Reliable?
Hi Everyone- I apologize in advance if I am violating any community guidelines by asking this, but I'd like to survey some experienced users. Are automations reliable enough to trust for essential workflows? I have built automations for recording dates, moving rows, copying rows, changing cell values, etc. In almost every…
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Vaccination Status/Testing Report
Does anyone have an easy solution to tracking employee weekly testing? My thought is that any employee that shows as unvaccinated will receive an alert each week to upload their test results. (I don't have a problem setting that up). From there, if an employee doesn't upload the test results each week then an alert will be…
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I want to automate a checkbox called "Recently Updated" to go to unchecked after 7 days
I want to automate a checkbox called "Recently Updated" to go to unchecked 7 days after it is checked. Anyone ever done this?
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Understanding "When rows are changed" workflow
I have setup an automation that copies a project row to another sheet when the project phase is changed to Waiting to close. The copy is working but it's creating duplicates and I'm wondering if it's a bug or I am misunderstanding how the function works. Based on the wording I would expect this Workflow to trigger when the…
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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…