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Automation
Hi All! I wrote a Python script that will run an update to make changes when a form submission is added. Works great, however I have to manually run the script. I know you can use a scheduler to run, but I need the automation to trigger when form is submitted. I do not have a server and from what I have read, Flask and…
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Copy automations across sheets
It seems incredibly bizarre that automations cannot be copied across sheets - this is a huge pain at the enterprise level where permissions are sectioned by sheet ((i.e. Markets) but automations are needed for the global team. Creating every automation is a massive issue.
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Automation to include Attachment (email notification), but there is no attachments?
I have set up to sent the notification once the task is assigned to a person. That notification should include the key information's columns and also attachments. It used to see the PDF icon in the email coming through but it is no longer there. Once you click the link to open the form, I can still access to it, but there…
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Can I use control center to add a start date to a project with dependencies?
We use control center to provision new projects. Our work plan template has a predefined project schedule using dependencies. Row 22 (after the navigation and summary rows) is "Manager set schedule", and is automatically assigned to the manager from the project intake sheet. The intent is for the manager to adjust the…
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Automation Isn't Working
Hi! I am having trouble with my automation. I have a set of rules to assign colleague contact when certain criteria is met. I've noticed that one is not working and another is working too well where it is assigning this person to all my rows. Please see my screenshots below. I'm not sure where there error is in my rules.…
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Programación de recordatorios automáticos para los revisores de pruebas
Buen día Comunidad, nos gustaría presentar una gran solución creada por uno de nuestros miembros @Neil Egsgard. Gracias Neil, por su excelente contribución a la Comunidad. Aquí hay una manera de crear recordatorios para los revisores de pruebas. Esta solución será: Enviar un recordatorio 5 días después de la invitación…
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校正レビュアーへの自動リマインダーのスケジューリング
コミュニティの皆様、こんにちは。メンバー @Neil Egsgard 様によって作成された素晴らしい解決策をご提供させていただきたいと思います。Neil様、コミュニティへの素晴らしいご意見をありがとうございます。 校正レビュアーのリマインダーを作成する方法は次のとおりです。この解決策は： 最初の招待から5日後、もし誰も校正レビューリクエストに応じていない場合、リマインダーを送信します。 前回のリマインダーの5日後、もし誰も校正レビューに応じていない場合、リマインダーを送信します。 新しい校正バージョンが作成されたらリセットします。 役立つ修正には次のものが含まれます。 校正レビューリクエストに応答していない人にリマインダーを送ります。…
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Automated reminders are coming from users instead of Smartsheet Automation
Hi all, I have notifications set up to come from Smartsheet Automation, but when the notifications are sent, they seem to be coming from users (I assume the triggering user). Any ideas? How can I fix this? Thanks.
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Email automation with attachments?
Hi all- Wondering whether any of you have worked with automations involving sending emails with attachments. I am working on improving our system for issuing travel reimbursements post-conference (we have to use a specific Excel form for now sadly), and we are currently using Smartsheet/Generate Document to generate…
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Lock Specific Cells
Currently the only option we have is to lock the entire row. Sometimes, I want people to change a value and have that change other cells and lock the values in after a submittal or an update without locking them out of the main cell they need to change. If this is implemented I would also like to see this option appear for…
