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Automation Assistance
Good morning Community! I have created a sheet to keep track of all company board meetings. Each department is responsible for submitting material (attachments) prior to the meeting and automations are to be put in place to remind board members of the deadline to submit. The issue I'm having is, how can I have each…
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Get the sheet name to reference it in automation email
Use case: User wants to setup an automation email where the sheet name can be referenced as a parameter in the subject and email text (e.g. {{sheet.name}}). Current issue: It isn't possible to reference the sheet name in automation email.
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Conditionally Copy "Modified By" value to another row cell
An update to a column called, "FOO", should trigger an event where the contents of "Modified By" are copied to a column called, "BAR". Steps. 1. I change the contents for "FOO" from 'a' to 'b'. 2. "Modified By' changes to my email (the usual automated way) 3. My email is copied over to "BAR" **If a field other than "FOO"…
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Question on graphing data on a dashboard while using a smartsheet form
Hello, I am trying to graph data for production as close to real time as possible. We run a test and then use a form to populate a smartsheet. I have a dashboard pulling from that smartsheet to graph the data. I want the graph to populate based on new data entries, however the graph will only populate based on the data I…
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An Automation is triggering two emails at the same time (This wasn't happening before)
Here, you can see an example of two emails triggered by the same automation but at different times. This was not happening before… It's been almost a year without this issue but last month I started receiving feedback from people using the my smartsheet that this was happening. This is the automation workflow: There's no…
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Use workflows to streamline your approval process
Suppose you work in a marketing department, and your team creates various types of content, such as blog posts, social media posts, and email newsletters. You want to establish a streamlined approval process to ensure that all content goes through the necessary stages before publication. Here's how you can set up a content…
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Help with setting up automation
Hi! So In the Advanced Formula Handbook, it looks like there's a formula that if implemented correctly, we can match it with an automation to notify someone that once a dependent task is completed, you can notify the assigner of the next task that it's ready to start. Has anyone had any success with doing this? "Your sheet…
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Automation Emails
Please vote for this change
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Change the "from" email address on automated emails
I am the owner but I have sheets built for a user and any time an automation sends an email the recipient sees the following: FIRSTNAME LASTNAME via Smartsheet <automation@app.smartsheet.com> I do not want my name on these automation emails, is there a way to change it to someone (workspace collaborators / users) via…
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Merged: Automation Email From name
This discussion has been merged.
