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What if an approval is conditional?
The "Request an Approval" automation is so black and white, it's either approved or it's not. Our executives' approval is, more often than not, conditional. It's hardly ever a black-or-white answer. What is the most efficient way to record the approval response? Option 1 (current): Request an Approval. If denied, send an…
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Recording the Date when a Status changes in a column
Hi, I am looking to build reports on how long it took for a status to change into another status. I have read some of the previous solutions; record a date automation, but it seems like this isn't working for me. When I am trying to create the automation it gives me only one option in the "record a date in" > "select a…
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Delete Rows using an Automation
Please create automation to delete Rows. Using the move rows automation, we are able to move records to an archive sheet. The problem then becomes we have to manually delete records from the archive sheet.
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Additional data/fields for contact
Hello Team , The Contact feature as of now include only contact name and email I would like to suggest to add more fields for a contact . Example : Mobile and Phone , Address and photo specially for non smart sheet members This is will help us to reduce adding many columns that not needed just to add above data. might have…
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Automation Emails
Hello! I've made a sheet that's associated with a form that has automation programed. With each instance of the following, the automation is to send an email to the identified personnel New Line item (New form submission) Edits to a single field During the testing phase, both rules worked and sent out emails as planned.…
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Merged: Automated Deleting of Old Data
This discussion has been merged.
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Time Related Email Notifications
Hi fellow Smartsheet users, I have a Smartsheet setup where it will send an email notification when items are coming due. This will trigger when a value hits 30 days in a specific column. I went and opened this sheet for the first time in a while today and it sent me a notification that the item was coming due but the…
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Saving files attached to Smartsheet rows out to Sharepoint folder
What is the easiest way to take files attached to each row in a Smartsheet and save those files out to a sharepoint folder? I know you can download them all and then go to SP and attach them, but surely there exists an automated way to move the files without ever personally touching them. Bonus if I can do it when a…
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Separate reply-to email address for auto emails
Hello, I'd like to vote for the feature of a separate reply-to email address when setting up auto emails. I'm the owner of a large number of sheets, and despite it not necessarily being a problem that emails appear to come from me, i'm having a huge issue with the large number of replies i receive. Despite adding text in…
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Activity log
When filtering by Automation, the help text states that you can view notifications. We have many notifications but I am not seeing a record of any of them being captured. Can someone confirm that this is expected behavior? Thanks
