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Conditionally send reports
Problem: Sometimes my reports have no items as all the actions are closed in the underlying sheet. It is then irritating for my email recipients to receive a blank report. Ideal state: To have two options: Dont send the report if blank or send an automated email still on the recurring schedule stating a custom message…
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How to send automated daily digest email of updates
I'm trying to set up an automation to send a daily digest email of updates to users linked to an item in Smartsheet. I have a smartsheet where each row is an event. When any cell in that row changes, I want the users involved to have some notification of the change. My current automation is triggered "when rows are…
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Email Attachment Automation not working
I have a workflow setup that sends an email notification to someone when a new row and an attachment are added and includes the attachment for download. This hasn't worked since 9:45am yesterday morning, did something change? Test emails are going through but not including the attachment even though there is one.
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Sending email to create a row in Smartsheet
I am looking for a way in Smartsheet, wherein employees will create an email and send to a specific email address and once sent it will automatically create a row in Smartsheet(not using add in). Is there a set up in the email address that I can do to connect it to Smartsheet sheet just like a ticketing system? Is this…
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Automate Copy/Paste Special in same sheet or to another
We have "live" metrics collecting data from multiple departmental sheets, and display them on a dashboard. Works beautifully. The challenge is, we need to save each metric into an historical sheet, which means we need to store the numbers as static numbers. Copy/Paste Special accomplishes this — but it has to be done…
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How can I copy a row from sheet with cell links to antoher sheet? Reccuring workflow not working
Hi all, I am trying to COPY rows automatically when a project owner name is changed from the original sheet to a destination sheet. The original sheet has cross links to another sheet and hence, I tried to use recurring workflows. Neverthless, not able to find the desitination sheet in the search box. I have tried to write…
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Date format in automated emails
Hi there, I've set up an automation on a sheet and noticed that the dates in the automated emails are in the incorrect format, despite me setting my regional preference in the settings. I have the dates set up in my settings for Brazilian format (i.e. DD/MM/YY) and this is how it shows in the Smartsheet itself. However, I…
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Automation from dropdown list
Hi all, I’m building workflow automation for tour requests. When a requestor selects items from a dropdown list, the responsible people should be notified. Attached is a picture of my automation. Only the first item (Metal) triggers notifications, but not the second or third (Tissue & Anatomical). Any suggestions on how to…
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Smartsheet Automation received and submitted by user, but not appearing in sheet
Hi there, I'm hoping you can help with an issue I'm having with a sheet. I created an expenses sheet. Once the expense is submitted, via form, to the sheet, I can check a box, click save, and it sends an automation request to a budget manager to approve or decline the expense. This is in the form of a check box. The user…
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Copy Rows with Hierarchy
Hi, I have a sheet with hierarchy once one is marked delivered the row with the hierarchy under it moves to a purchased sheet. Once it is in the purchased sheet I would like it to copy rows that are blank with the hierarchy back to the main sheet. The automation is working if I force it to run but it is not working…
