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Record Approved By Email/Name
Hello- There's been a few question/discussions on this topic, but they are a but they are older posts. I'm trying to record the email/name and date when travel requests are approved. I'm capturing the approved date with a Record Date Automation, so that it easy, but the approved by field is getting messy. I'm currently…
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Automated Email Option to show only completed fields within a Form
We need to have the option within the Smartsheet Automated emails to only show the fields (from a form) that have been completed in the email. Right now, the email that the customer receives if they request a copy of their responses is exactly what the option within the Smartsheet automation should look like. Right now, we…
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Automated Workflow - Assigning Multiple Contacts to a Cell
I have create a project intake form for my program. In my form, I ask the user to select the departments that a project will involve (e.g., Communications, Product Development, Field Team, etc.). I then created an automation where, depending upon the department selected, a person was assigned in a contact column to the…
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Error when trying to attach
I am using an automatic workflow to request a monthly update. In that update they will need to attach documents. When testing the workflow and trying to attach a small document I keep getting the error message: There was an error uploading the file 'xxx'. Please try again later.
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CC'ing yourself when sending email to all shared users of a sheet results in hundreds of emails cc'd to yourself
Like the title says. I wanted to send an email to all shared users of a sheet. I checked the box for 'cc myself' and it cc'd me on each individual email it sent to each user. I received hundreds of emails in seconds all with the same subject.
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Can the creation of timelines (from templates) be automated?
Hi - my organization has been using Smartsheet for several years and we're looking to automate wherever possible for consistency and efficiency. Whenever a new project starts, the PMO creates a timeline (save as new) from a template that's specific for that project type. The PMO manually updates the default value in a few…
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Automation to Add Columns to Sheet Each Monday
Is there a way to set up an automatic function to copy a series of columns and paste them into the same sheet every Monday morning? We want to create a simple weekly schedule for our employees without going through the manual process of inserting rows before the previous week's schedule then duplicate the column titles.…
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Automation bug
When we duplicate a sheet via “Save as New…”, some automation are being modified or part of them are being deleted. For example:Original automation not he original sheet. The same automation, but on after saving the sheet with “Save as New…” This is one example of many. You can see that some of the options I selected…
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Self-Contained Process Management
Hello all! Wanted to share that I've had several success stories using Smartsheet as a process tool that is self-contained with high visibility for every point within a process with nearly 0% process leakage. I use Smartsheet internally for change management engagement tracking, task tracking within a specific engagement,…
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Preserve original formatting in automated alerts
Dear Smartsheet team, I found that the automatically generated table by Smartsheet and incorporated to email (generated as a part of Alert someone automation workflow) for some reason lost the formatting of cell, f.i. if on the original Smartsheet webpage the cell is colored in green and text is bold in email I see regular…