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do attachments get sent in the email from an automation?
I created an automation triggered when a row is added from a form. the form contains also an attachment. when the row is added I get a notification on smartsheet which includes the attachment, but the email I get does not include the attachment, is there a way to make the email include it?
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Using Document Builder can I create one document to populate from different sheets?
I have 1 main sheet and 4 separate data sheets and the goal is to send an autogenerated document to the Requester once each department is done with their process for onboarding a new hire. I was successful with the test document but it is currently located in one of the 4 department sheets. Can I link this one document…
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Approval sent to only one of 8 choices
Hi - I work in higher ed and I am trying to create an application that when a field is changed to one of 8 choices, that only the choice selected gets contacted for approval. For example, the school chair A is what is selected in the field of drop-down menu choices. How do I set up the automation, that only Chair a is…
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How to edit who receives automated emails.
Hello! I have a sheet that sends out emails on the first Monday of each month that contains a pdf copy of the sheet. I would like to edit who receives these emails but cannot find where to do this. The sheet does not have any automation workflows so I am stumped. Thanks in advance for your help!
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Symbol column - Empty, Quarter, Half, 3/4 and Whole - Update Color
Hello, When doing a project plan, I'd like the ability to update how this symbol color shows up based on what they choose for their milestone completion progress in this column. Right now it shows up as light gray however that is usually the color of the header rows and it is hard to see. It would be nice to have the…
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Create Automation to update Harvey Ball color based on other columns of data
Hello, please create an automation that can update a symbol column based on other columns of data. For example, if the At Risk Flag is checked, change the Harvey Ball to Red for that row in a project plan. I know how to use a formula however we do not want to do this as I want the balls to be editable by the project owners.
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Sync all Projects with a Template
Would be great to have any changes made to a template to also be changed in all sheets that were made with that template. Would make updating projects much easier as currently you have to go through each individual project if you need to make a change like adding a new column.
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Employee Schedule
I have a list of 4 employees who visit various sites in the course of a week. My requirements: Each week I want the system to automatically send each employee a form that they populate for each day of the week with fields - date, time start, time finish, site. Example: Employee Name: Abby 6 June 2022 , 09h00, 10h00, Site…
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Is there a way to set up automations based on what "was" in a cell?
As the title states, I'm trying to set up a couple specific automations. I feel like this used to work, but I am running into roadblocks. Is there a way to set up automations that accounts for what "was" in a cell? This option does not seem to be available in conditions. Two examples: How would you set up an automation to…
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Increase Automation Workflow Limit
To increase the number of automations (currently 5) that can be run at one given time/sheet would be awesome. I've been receiving errors from the automations created that are erroring because it reaches the limit of only 5 automations running at one time. Looking forward to hearing back on this idea/request.
