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Approval Request Workflow Hyperlink via Google Integration
Hello, Does anyone know how to include a hyperlink within an approval request workflow via Google Hangouts/Chat? The only solution I have come up with is including the URL into the comments section, but it is not clickable in chat, only email. Otherwise you have to copy and paste it. Thanks!
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Voting using Symbols Formula
I want to collect "votes" from multiple voters (columns Voter 1, Voter 2, Voter 3, Voter 4, Voter 5, Voter 6) using RYG Balls in a sheet. Each row represents an item that is received through a form that must be voted on. I have a "Tally Vote" column that I want to use as a summary of sorts to reflect status at a glance in…
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Form Link in Automation
Hi, I have a form that I created based off a sheet. I am wanting to send the link to the form in and automatic request from another sheet. What is the easiest way to accomplish this? Thank you!
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Restricting multiple entry in Forms
Hi Everyone, Is there a way to restrict multiple entry in the forms? Or any way I can set the validity of the form for a particular duration? Regards, Abhiraj Joshi
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Due Date Automation for Tasks
Hello: I have 2 quick questions regarding how to best automate/populate dates for project management timelines. Is there a feature (or formula) within Smartsheets that allows you to specify if a task is a reoccurring item? For example, if on the last Friday of every month, we are to pull a client report, how do I set that…
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Using a profile matrix to drive automation on specific dates
I have a profile matrix that has a set of dates across the top (columns), row 1 and then a list of product types (Student, Teacher, Classroom) for each record, starting at row 2. On a separate sheet I have a list of products that associate to the various product types, i.e. Student Workbooks (Student), Instructional Manual…
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Shall I send automated email to an outlook email group?
I need to send an email automatically to an outlook email group of my company when some change happen to my smart sheet. Is it possible in smart sheet? Even I tried it doesn't send email to that email group.
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Workaround for all attachments sending in Update Requests...
Does anyone have a workaround for not wanting to show all the attachments for a row when an Update Request is sent with the option to attach a file? I am using Smartsheet to track RFPs and the information for each one is collected into one row on a Master Sheet using a form. This information will sometimes involve multiple…
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Can Workflow be shared with other users?
Hello I have some weekly reports shared with my team members. The reports have automated workflow (the primary function applied are move the rows, copy, alert..., etc.) I am wondering if the workflow can be created once and applied to the all the future reports? So I don't need to create the workflow every time. It'd…
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How can I have automation emails include hyperlinks to individual line items?
I have an automation that distributes ball-in-court tasks to each team member. These emails come with a generic link back to the smartsheet the automation originated from, but I'd prefer that each line-item hyperlinked back to that line-item in the worksheet for optimal work flow.