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Smartsheet Automation - Request an Update
Hi There, Is there a way to request an update to a team, but only have them able to edit selected items and not the full sheet? They still will need all the information, but want to minimize the risk of errors.
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Automatically move a sheet within a sheet?
Hi. So I have created a production sheet that displays all my projects and where they're at in its state (Phase 1 through Phase 5). For example: Phase 1 Projects: Project 1 Project 2 Phase 2 Projects Project 3 Project 4 Phase 3 Projects Project 5 Each "project" is a hyperlink. When clicked on, it sends the user to the…
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help to run holidays for all our staff
Hi all I need some help, im trying to use smart sheet to run holidays for all our staff. I have a main source sheet for all the staff where all the calculations are taking place. i then have separate department sheets running with booking forms. I want to introduce a booking pin to avoid spamming. This would have a file…
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Update Request email text is not sending
Hello. I have an automation setup to send update requests to others in my team. The automation itself works fine with the conditions that I have outlined, but the issue is that the email notification text I have entered doesn't send to SOME of the recipients. We are all in the same org. This is causing a problem as I have…
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Sending An Update Request after 30 Days
Hello! I'm trying to send an update request to be alerted during the following time periods: 30 days after the initial row was added 60 days after the initial row was added 90 days after the initial row was added I have an "entry date" field to build off of to serve as the date the row was added. Is there a way to do this…
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Automation Email Attachment Options
Hello, I am not sure if this is even possible, and not normally how the automation process is used, but its worth a shot. Is it possible to set up an automation to email someone form a contact column, with the email containing information from another sheet when a form is submitted? For reference, the security company I…
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Can we decide who receives emails when the comments are added?
I use Smartsheet as a request system for our team. We will have tickets that are assigned to the members of our team and the tickets are submitted by anyone. I want to customize who received emails when the comments are added. For example: If the person who submitted the request (Requestor) has added comments, I want an…
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Automated email subject line text
So, if you automate emails (workflows) and forgo customizing the message, the email title is autogenerated as follows-- For Alert Someone: Changes to [title of sheet]:[primary column text] For Update Request: Update request for [title of sheet]:[primary column text] However, when you customize the message, you can assign…
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How to get an approval after a decline in the automated approval request workflow?
Hi All, I have created an automated workflow based on a form submission that asks for the Approval of at least 3 individuals/roles. If an Approver declines, it will send and update request to the originator (Project Manager) and ask them to update information in the form. Once the Project Manager has updated the form, the…
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Updating sheet data before copying row
I have an intermediate sheet with only one row that pulls the results of some calculations from my master data sheet in order create an archive entry. This intermediate sheet has an automation set up to copy the row into my archive sheet at a certain day and time every week, i.e. it extends the archive with a snapshot…
