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How do I create an automated email that includes all attachments at once, including a mapped doc?
Hi all, I'm trying to figure out the correct automation settings to have one email sent that will include a link to all attachments. I have set up a mapped document and automated email for when a row is added or changed. Currently, I'm receiving two emails - one for the new row with attachment links and an additional email…
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Direct Email Approval Button for Smartsheet Automation Workflows
Integrate a direct approval button within the email notification itself that allows users to approve or reject requests without the need to transition to a web browser. This button would perform the same security checks and record the same audit trails as the current browser-based approval, ensuring that the process…
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Help with automation
Hi. I need some help with automations based on upcoming expiry date of contracts. I want to send an email alert when a contract id within 3 months of expiry date. Initially I created a helper/formula field using a formula field called DUCE (days until contract expiry) by using Contract date - Today() and set condition DUCE…
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作業時間収集
作業時間収集のためにFormを使用しています。 氏名（メールアドレス）、日にち、作業時間のみ入力をお願いしています。 ｈこの入力へのアラートを毎日発信したいので、自動化ツールアクションを「更新をリクエスト」とすると、入力フォームではなく集計シートに飛んでしまいます。 入力フォームへの更新リクエストとするにはどのようにすればよいでしょうか
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Can you pull reports to run automatically each month for each different location on 1 sheet?
Alright! Pro Desk is booked out over a month for what I need, SO I am hoping to get some insight from you guys! Currently I am making a sheet/intake sheet that is populated through form submissions. There are about 30 different manufacturing plants that will use this form and within the form there is a dropdown for them to…
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Random assignation
Hi, I'm trying to assign a task to one of my team members (there are four). Every time a new project is added to the queue, instead to manually add one of them, i would like one randomly chosen person among them four. Can you please help me to get this? Thanks in advance! Alberto
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Change default SS email address when automation sends information to Track-it!
We are using Track-it! for all helpdesk requests. When a remote user wants to check on inventory, request samples, etc., they are sending an email to a specific email group. Sometimes all the information is provided and other times not. I created an intake form in SS with the fields needed for all requests, including the…
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Check A Box When A Value On Another Sheet Changes
I have a sheet that is pulling data from a second sheet. What I want to happen is when the status changes to RECEIVING COMPLETE on the second sheet, it checks the box in the received into stock column. The problem is that once that status is updated to that value on the second sheet, it's moved onto an archive sheet that…
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Form URLs should automatically update on newly saved dashboards when copying a workspace template
As a user, I would like form URLs to automatically update on newly saved dashboards when copying a workspace, So that I do not have to manually update the Form URLs and prevent the risk of forms accidentally pointing to the original sheet or workspace. Please refer to case # 05972330, as this had been previously assumed to…
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Sending an Attachement
Hi, If we have something attached to a row, is it possible to send an email to the address listed in that row that includes the attachment, without giving access to the full sheet? The email would just contain a message and the attachment.