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Automating Google MailMerge of Reports
Hi all, I need to run a monthly report and perform a mail merge of that data into a google doc/pdf. Any pointers on how to perform the scheduled recurrence? Thanks!
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Creating automations and the dropdown list for contacts is incorrect
I have email addresses that are wrong in the automation. My contact list is defined and only is accepting the prescribed values. I would like to remove the ones from the automation if possible so folks don't inadvertently select the wrong contact. Anyone else come across this?
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Sending Rows with System Generated columns
I'm having an issue sending rows that have system generated columns to other sheets in my workspace. The problem is that I have multiple system generated ID rows across different sub sheets, each ID row is formatted differently, and I want them to all funnel into a master sheet's text/number column. Each time I automate a…
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Validations/checks before changing the status of a row
Hello, First of all thanks in advance for support. I have a question, which i think is basic.... but i haven't find the way to solve it. I have a sheet with a status column, then i have 2 columns for KPI values: Status, KPI1, KPI2, start date, end date, etc.... I want to "not allow" to complete the task if the columns with…
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Disappointed in Automation Announcement
The recent announcement that Automations will include sheet owners and users names is a huge disappointment! We needed Alerts to be anonymous! I have requested that for years now. This is the exact opposite of what was requested and what I have seen in the community discussed. Our business utilizes automation to send out…
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Sheet Sharing Restriction Exceptions
Is there a way to have a setting on a sheet that would allow it to override the restrictions put in place for automated alerts going to email addresses that are not in our Approved Domain Sharing List? Here is our scenario. We locked down our Smartsheet sharing so that someone cannot share a sheet to someone that we do not…
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How do you create a contact list based on 2 seperate sheets using a Vlookup.
Hello, Looking for some assistance with an issue we are having populating contact lists based on 2 separate sheets using a vlookup. To summarize the attachment, we have a sheet with a list of account owners and their email addresses (Client Services Listing) that is feeding into another sheet (CSLS Teams by Account) which…
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Copy and keep cell value based on day of the week.
Hello All, Is there a formula that would take a value from cell "A", copy it to cell "B", and keep that copied value in cell "B" until a set number of days have passed? Backstory: I currently have a dashboard with graphs that illustrates a rolling 7-day, 30-day, 60-day, and 90-day account interactions. I would like to…
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Alert someone Workflow - Company Group Email Address
Through our company Outlook, we have a few group email addresses. When an email is sent one of these email addresses it distributes the email to the people who are set up in the distribution list within Outlook. Since you cannot alert a Smartsheet group within a workflow (I've submitted an enhancement request already!) we…
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Automatic Reminders
I am a little confused and unsure if I am configuring this feature correctly. I have a Smartsheet with a Contact, Status, and Entry Date columns. My goal is to have a reminder automatically sent, beginning on Entry Date, and then every three days thereafter, if the Status=In Progress to the Contact listed the column. Do I…
