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Logo
Is there a way to add a logo to an automation email? I'm worried that it might look like junk mail and someone won't read it. I have a Business account, if that makes a difference.
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Add a method of combining PDF attachments into one through automation
I would like some way of combining pdf attachments into on through an automation process. We frequently update different pdfs that need to be separate for some uses, but combined for others. Having to download all of the attachments, combine, then reupload every time is time consuming.
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Approval Request - Add a Message Upon Decline
When an approval request is declined is there a a way that the approver can enter a message to accompany the declination notification? We want to give a reason why the request when declined.
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Why are the Teams workflows inconsistent in how they appear?
The workflow notifications in teams are inconsistent. This is an example of how a message appears if you use "Alert Someone" - "Send to Specific People" and have the Smartsheet app added to your teams account: I want this exact format to appear in a public channel so i change the workflow to be "Send to Microsoft Teams". I…
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How do I "Ungroup" Automated Alerts
I currently have a couple of alerts set up that once the status is marked Complete, to send an alert, based on certain criteria, to specific email addresses. I'm finding that there may be several rows that have a Status of Complete and qualify to send to the same email address, however, it's not sending an individual alert…
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Save Automations as Draft
There's been a few times now that I started creating an automation and it wasn't able to find the thing I wanted to reference or there was a minor issue with a reference and I had to completely discard the automation, go make my change, and then go and start creating the automation from scratch again. There is currently a…
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Microsoft Causing Issues?
Hello, my company uses Microsoft office, so outlook is our email platform. Is that why my auto emails aren't sending from my smartsheet? I have them on my registration page, I click "ready to send" then save and it's supposed to auto send the invite/start the registration process. It's been working all week and last week…
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Direct Email Approval Button for Smartsheet Automation Workflows
Integrate a direct approval button within the email notification itself that allows users to approve or reject requests without the need to transition to a web browser. This button would perform the same security checks and record the same audit trails as the current browser-based approval, ensuring that the process…
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Using group email account as "Triggering User" for Automation
We are looking at having the automatically triggered alerts to be sent by a group email address rather than an individual. We could possibly do it by associating a license to the group email account but that has a cost associated with it and a last resort. Sending from the organization is too broad for what we're looking…