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Update Request/ Notification dilemma
I am using Automation send Update Request 2 times with someone who is not a shared user. The first time I send an update request it works just fine, they only receive 1 email. However the 2nd time I send an Update Request it sends 2 emails, 1 is the Update Request I want and the other is an Update Notification. This person…
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Does ending or transferring a license lose all automation and scheduled tasks?
I built and set up all of my team's sheets and I will be leaving the company in a few days and my license will be transferred to another. I have/will transfer sheet ownership to another as well, but will my automation remain (specifically scheduled "send as attachment" and alerts)? I did a trial run where I transferred the…
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Default Sort for Email Reminders?
What is the default sort for email reminders? I have an Automation set up that has "Sent to specific people" and goes to multiple people, some of whom are within the Contact column. I want to customize the sort of the Contact column so it's easier for the users to find their information quicker and easier. I have to send…
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Auto formula Sum is generating a 0 when no data is present yet
I have a column with an autogenerated formula looking at turnaround time. Essential day completion minus day start. Somethings are finished the day of and have a turnaround time of 0 days which is great for us, however, for rows that do not have a finish date yet it is auto generating a 0 instead of what should be a blank.…
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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…
