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Automation Workflow Step Through Mode
Create a mode that allows administrator to step through an automation workflow. Feature should allow stepping through one step at a time and being able to go back to the sheet to see the result to that point. Also provide method to select a point in the work flow to stop the workflow at a specific point while in this mode.…
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Allow to send attachments without linking to the sheet and adding other Smartsheet details
For business use, the automated workflows to send automated email messages is wonderful. However, the emails that can be generated if you want to include an attachment from the sheet is unprofessional, messy, and confusing. I love the look of the emails when you send just the message. I wish I could send a message and…
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Automation Advanced Options
I was automating a sheet and "Please set the approval settings via 'Advanced Options' popped up before I could save it so I clicked into "Advanced Options", but even after editing them, it won't allow me to save it. I receive another pop up that says "Enter unique dropdown text values, and unique button text values" No…
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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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What does "in the next 45 days" mean in an automated workflow condition?
Hello, I am trying to figure out an automated workflow where the trigger is everyday at 8am and the condition is where a [Date Column] is in the next 45 days. I have many rows in the sheet that each have unique dates and emails to contact when 45 days prior to that date is reached. My question is: does "in the next 45…
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Status Rollup Automation Becoming Invalid
I wanted to automate status rollups for parent rows. Via the forums I found this writeup (Solution to Automating Status Rollups - Quip) and followed it exactly. It worked great. Recently for some reason recently every time the "Auto Status Rollup 1" automation kicks in it ends up giving me the "A workflow has become…
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Daily Update Solution without the need to open the sheet, use Zapier, or similar
Hi everyone, Happy New Year! I hope you're well and safe! I've developed a way to use the newly released Record a date feature to update sheets with today's date automatically without the need to open it or similar. 1. Add a so-called helper column. (Date). We can call it Today Helper and add a date before the current day.…
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How to convert multiple email separated by commas from Text column to Contact list column?
I have a text column that has multiple emails and each email is separated by commas and i am trying to pull those multiple emails to contact list columns (I have allowed multiple contacts per cell ON) and be able to send alerts. However, when I do that it just stays as text, not contacts. Does anybody have any idea how I…
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Automations: include attachments
When selecting attachments for an Automation Workflow, we should have the option to include all the attachments in the notification email instead of sending only the last attachment if it was attached after the last save of the sheet.
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Request an update automation broke randomly
Hello! We have had a request update automation in our sheet for years. The idea is very basic, to assign a contact to a cell and they receive a request to update other cells on the same row. This has worked perfectly up until the evening of 4/15. After that, the automation has not been working correctly. In the below…