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Merged: Redisign how you merge e-mailed notifications for the same user
This discussion has been merged.
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Is there a way to make a workflow send the contents of a comment to a contact in a cell?
Hello, My team uses smartsheet to track requests that come in via a form. We then use the comments section to log updates or closure information when it's time to close the request. Do you know if there is a way that I can create an automation that will send the comment contents to a contact in a cell? If this isn't…
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Is there a way to lock a singular cell in a row with automation?
Hello, My team uses Smartsheet to track requests to our team via a form. I was wondering if there was a way to use a workflow that, after a certain amount of time, it would lock a field on that row so that it can't be edited again? Is this something that's possible, or wait for a later update that includes this?
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Columns clogging downstream sheets
Does anyone know of a way to limit columns moving from one sheet to the next sheet when leveraging Move Rows automation? I'm finding downstream sheets are getting clogged with unused columns and numerous blank cells. This creates confusion when training new employees, but also creates additional workload for managers who…
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The scope of "Update" for automation via API?
I know that new automation rules can't be created through the API but the API doc says that they can be updated. Does anyone know what exactly can be updated in the automation through the API. I would want to take an existing Copy Row rule and change 1 condition and the path to the destination sheet. Thanks!
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Enable Workflow Automation Repetitions
Hello Smartsheet community. I have created a workflow automation that will email a custom message to the contact(s) in a specified cell. This workflow must initially trigger when: There is a change in a cell, in this case "Lifecycle Status" When two days have elapsed since the cell change. If the notified user does not…
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Enable PDF print of Dashboard and Export to Excel of Reports from Power Automate
It appears that the automatic (scheduled) backup feature from Smartsheet does not include either the Reports or the Dashboards. These are left to the user to be manually "Save as" or "Print as PDF" every single time one wishes to have a backup. This is very inconvenient, I have about a dozen dashboards that I would like to…
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Automation for Proofing like Update Requests
It is way past time for Smartsheet Proofing to use a similar format to Automations, to allow users to pre-define a review/approval path for proofs. Currently, we must create each proof request individually and 'manually' – sort of like creating an 'Update Request' on the fly by using the 3-dots row menu – instead of being…
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Ability to 'CC' someone on an autommation
Hello, I have a standard alert for when a task is marked 'Complete' to send the Owner of that task an alert. I also need the same email alert to go to two other people. In other words when the task is complete, send Owner + 2 others an alert. Where the Owner is different for each task but the 2 others remain the same How…
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Using Data Fields to Automate New Forms
Hello everyone! I am building a data tracker sheet that will track event data sourced from a form that goes out to event coordinators. I'm trying to figure out a way to push them a 'new form' to fill out when they select that they have multiple events they need to submit. Ideally, I would like to automate this process…
