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Automated interactive Subject line and email / Update request
I love the the automated update/approval emails feature and i wonder if its possible the subject line can add more information with a code trigger from one of cells and not to have the exact same subject all time Also the sent to email to be triggered from contact email and not same email setup Thank you
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Notification delay
I have a series of workflows set up for a form/sheet I am using. The process goes like this: 1. Someone submits form 2. Triggers approval email to be sent 3. If approved, this triggers an email to the requestor that their request has been approved. 4. This also triggers a different email notification to another email…
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Automated Dashboard Metric Updates
Hello! I have a dashboard for one of my projects where I use a metric widget to share updates on each objective. I have an underlying sheet that sends out update requests every two weeks to the leaders of each objective. I have an automation within the sheet that archives old updates to an Archive sheet. I want the latest…
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Convert form response in to standalone project?
Hi, I created a Smartsheet form to intake requests for support from my team. I'm not aware of an easy way to then create a project based off of the form response without having the Control Center add-on. Ideally I would like to set up a system where I can view the incoming requests then approve/reject/send back for more…
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Static Date/Time Stamp
I've looked around and I realize that this is a feature many people want within smartsheet. I was wondering if anyone has a workaround for this. I want to automate the start date to today but I don't want it to change so using =TODAY () won't work. The sheet that I'm trying to implement this in also uses a form to input…
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Automation Workflow - Moving Rows and Sending Messages
Hi all, I have set two workflows separately. I summary, when a status changes (2 possible values): Workflow A: alert specific people; Workflow B: move row to another sheet depending on the status change; Workflow A didn't go through whereas B worked as expected. Is workflow B preventing A of being run accordingly? Regards,
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Automation Workflow: Request an update
Hello Smart sheet hive mind! We're looking to send clients a "Request to edit" workflow from one of our sheets. I have a few questions regarding the Workflow, if anyone could help: When we send a request to edit, We noticed the row number that is requested shows up in the email. We don't want them to see the row number. I…
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Automated RYG Based on % Complete Formula Help
Hi, I'm trying to automate the RYG colored balls so they automatically change colors based on the percent complete entered. I watched a video, read through the suggestions from the community, and was unable to come up with a formula that worked correctly. Can you please help me identify the error in my formula? When I…
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INDEX and MATCH with CHILDREN across two sheets.
Hi All, I'm having some trouble using INDEX and MATCH together to pull data from cells on one sheet across to another. I'm making an assumption that this is the best method however if I'm mistaken, please advise. I have a situation similar to the below where "MainName" is a Project Name and data beneath it is it's child.…
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Recurring Reminders for the same Row/Action
Hello, I have a row/action that I would like to set an automated weekly reminder. I currently go in weekly to manually put in the reminder. Is there a way to automate this so I get a reminder on this task every Monday (at 2PM)? Michelle Rojas