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How do I "Ungroup" Automated Alerts
I currently have a couple of alerts set up that once the status is marked Complete, to send an alert, based on certain criteria, to specific email addresses. I'm finding that there may be several rows that have a Status of Complete and qualify to send to the same email address, however, it's not sending an individual alert…
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Save Automations as Draft
There's been a few times now that I started creating an automation and it wasn't able to find the thing I wanted to reference or there was a minor issue with a reference and I had to completely discard the automation, go make my change, and then go and start creating the automation from scratch again. There is currently a…
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Microsoft Causing Issues?
Hello, my company uses Microsoft office, so outlook is our email platform. Is that why my auto emails aren't sending from my smartsheet? I have them on my registration page, I click "ready to send" then save and it's supposed to auto send the invite/start the registration process. It's been working all week and last week…
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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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Using group email account as "Triggering User" for Automation
We are looking at having the automatically triggered alerts to be sent by a group email address rather than an individual. We could possibly do it by associating a license to the group email account but that has a cost associated with it and a last resort. Sending from the organization is too broad for what we're looking…
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Systems and Services subscription renewal dates
I have a sheet which tracks the various systems we use and their monthly & annual subscription charges. We'd like to have SS tell us when a renewal date is approaching, particularly with the annual charges at first, but then have that date push out to one year (or month if it's monthly). A notification email would then get…
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Invalid Workflow - need help in resolving issue
I have an intake sheet where entries are added needing approval. I have a column set by a formula that looks up the type of request to determine the number of approvals needed. I was trying to send out the approvals right away but the formula wasn't resolving fast enough so I now have another workflow that sest a column…
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Daily automations
I set up 10 daily automations for my SS to change a cell every hour from 8am to 5pm. I set the automations to be daily with no end. It worked yesterday until 3pm and then stopped. Nothing happened this morning. How can I fix this?
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PTO/Absence tracker - how to deal with recurring events
I am creating a PTO/Absence tracker for our service technicians team. I have 2 separate input forms. - one to record/request PTO filled out by the service technicians themselves - another for Supervisors to book a service technician to a client site for a dedicated amount of time, - i.e., every MON for the next 3 weeks -…
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Automation - Move a row to a Sheet using where the Sheet Name is a row Column formula.
In the setup of an Automation to move a sheet row to a sheet name that actually a row cell value. Want the automation to allow the 'Move to:' value to come from a cell located on the row being moved. This would allow this sheet-to-sheet automation to happen without a manual entry and enhance the automation abilities ten…