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Log automated workflow actions on the Activity Log
For compliance purposes, it would be helpful if the actions of automated workflows would log on the Activity log. For example, when automated messages are sent it would be helpful for the Activity Log to date and timestamp that action along with the name of the workflow. Lots of us using SmartSheet need robust audit trails…
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Reminders and Notification format
Hello, I have an automation to send weekly notifications of the status of projects to the person assigned to the project. I noticed that the email received creates a message per row and not just one message with the summary table at the end. I have the same automation on other sheets and the format is correct. Is there…
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Automation messages
Hello Everyone, Is there a way to change the sender or reply line in automated notifications sent to people in emails? I am the owner of a lot of sheets, whenever someone sets an automation on those sheets, the replies come to my inbox. Is there a way to direct those replies to a different inbox? I am aware, we can add a…
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Request for Enhanced Hyperlink Functionality in Automated Notifications
Currently, when adding a hyperlink in an automated notification or alert, the only method available is to insert the full visible URL, like "http://salesforce.com". We need a feature that allows embedding the URL behind text, such as "Click here to go to Salesforce." Additionally, hyperlinks included in automation messages…
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Smartsheet Update Requests with Automation
I set up and automation to send an update request and sends to a Contact field. Works perfect except that is doesn't bundle the requests by the Email in the Contact field (sends each request as separate emails). I think this is acting as designed but wanted to ask the community if anyone has been successful bundling…
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Automations Creating an Infinite Loop
I have a task list that I am trying to automate the status changing based on due date. I have one workflow that sets the row to 'do later' when the date is within 24 days and not within 7 days and a second workflow that sets the row to 'do now' when the date is within 7 days. The first workflow keeps becoming invalid…
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Document Email for Updates
Is there a way to send a document out for updates that allows the user to update the word document directly? I tried using proofs and it only allows for annotation. I attempted to send via email, but that only works for downloading a copy of the document. I want the individual to be able to update the data directly in the…
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Collecting Duration a Row is on a Status
Hello, I am working on a sheet where we have several statuses that can go in just about any order. We have a suggested flow, but it's more to help the user read through and make sure they didn't miss anything. I've listed the statuses below for reference. For example, the user could go from 1 to 2 to 3 to 4c to 14 to 16.…
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I Need to set up email automation,
I need to setup email notification for 'Assigned To' contact list with respect to Caldue date coloumn. Every time I try the emails gets sent in to all the contacts in assigned to. Help me out ASAP
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Issues with "Record a Date" Automation
Hi all, Any idea why this automation isn't recording a date? We have a formula that's designed to return a value of "Reorder" whenever the inventory for that products dips below a certain threshold. The formula is working, but it's not being recognized as a trigger with the attached automation. Any advice would be much…
