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Automated Document Generation and DocuSign mapping is here!
Hi Community, Smartsheet customers can now accelerate their processes by automating the creation of documents and DocuSign mapping within Smartsheet. With this new workflow action for document generation and DocuSign mapping, process owners can reduce manual steps for their team when generating invoices, purchase orders,…
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Numerical value established by a formula not seen as a number
Hello I have used the mid formula to break down a date and indicate the number of the month only in a field. =MID([Start Date]@row, 2, 1). This is all working fine. I want to run an automation where if the value of this field is less than 5 do x. However it is not seeing the value as a number and is thus returning zero…
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Automations Dilema
My team implements software applications. Often the application we install consists of numerous 'parts'. Each 'part' has an accompanying build sheet: We use Control Center to stand up a project and it will contain all or most of these sheets. We have automation on the sheets when a date is missed. The problem is the…
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Do Not Email Notify Triggering User from Workflow Automation (PMO)
How can I stop my automations from copying the triggering user via email? The automation itself works great for letting the inteded person know they've had a task row assigned to them via email - but the triggering user does not want to be copied on said notification. I've searched the community for answers - I've been…
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Smartsheet alert 3 days before the first Thursday of the month
Is there a way w/o having to create a date column and just list the first Thursday of each month manually to send an alert 3 days before. I know I can send one for each 1st Thursday but I need the alert to go off a few days before. Thank you
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Merged: Copying specific columns via automation
This discussion has been merged.
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Automation DocuSign Save As Draft
It would be helpful if we could use the automation - workflow to trigger a Generate Documents - DocuSign but use the 'Save as Draft' option. Currently, we use the 'save as draft' feature as we need to add additional documents to the DocuSign envelop. However, it would save us time if the creating the draft in DocuSign…
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Recipient not receiving workflow notifications
My workflow is not notifying all recipients. I can run the workflow, both manually and with the trigger, and receive the email notification as an Admin. He is the Owner but isn't receiving notifications. I checked his email contact; it is correct. He has NOT unsubscribed from the workflow. I'm perplexed. What else should I…
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Specific user not receiving automated emails
I have one user who is not getting the email notifications I have set up to remind him to make updates to a sheet bi-weekly. I have tried removing him, re-adding him, and also re-creating the workflow entirely. What could be causing this and are there other ways to troubleshoot this?
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Merged: Log for sent email notifications
This discussion has been merged.