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Question on auto-population between sheets
I am trying to setup some sheet automation as follows: Program Manager sheet: Tracking ID is auto-generated using auto-numbering When a new tracking ID is generated would like to populate that new ID into another Master worksheet into next available row Then that Tracking ID would be populate into individual program…
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Auto Approval - Update Requests
Hi All - I was wondering if anyone had looked into this - it's kinda of a workaround to a problem I know there's not a solution for. I'm trying to get a Status column changed/updated based on a User submitting an Update Request (to alert my internal team). I.E. - it would go from a status of Awaiting Account to Account…
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Using Workflow Automation: Move/Copy Row
When using the above automation how do you get the moved/copied row to populate at the top of the destination sheet. When the row that I have moved/copied populates, it is populating on the 25th row of the destination sheet.
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Helper columns to allow parent row data to be included in automation
Hello! I am trying to work on refining our automation in a project management tracker we have. Our parent row has the start and end date for the entire project. I am trying to create a helper column that would automatically count days to end of project for each project and repeat that number for each line of a project to…
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Automated emails
Hello I set up an automation for an email to be sent to the person who submits a form. I just noticed that whenever the form is submitted, the automated email that they receive shows as if I sent the email .... ie: "myname via SmartSheet" Why is it putting my name in the "From" field??
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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
