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Can automation reference another grid as a trigger?
Is it possible to create an automation that triggers off a different grid (grid 2) where that information is not copied to grid number one? Example, when grid 2 column NAME says Mike send information via automation from grid one to a Mike via email?
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Need help finding a way to create an enrollment or disenrollment form automatically.
Currently we have a form that adds rows and "dealers" onto a program. I have been having issues finding a way to make that form or a separate form have a way to allow a drop down of the enrolled "dealers" where they can choose and add a reason request for that removal. If it is approved then have that modified row move to…
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Automation Will not send when triggered STILL
A year later I am still having the same issue with automations. I have automations set up in different sheets to send out meeting notes. I want it to send out to contacts in a cell including myself. It will no longer send the notification to myself and will, at times not even send to the contacts in a cell. My colleague is…
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How do I setup automation to email the person who submitted a form when it is marked completed?
Hello, New to using SmartSheet. We're looking to automate our vendor creation process from email to SmartSheet forms. I want to build it so that whoever submits the form will automatically be notified once a member of the team has marked the request as completed. I currently have an email field on the form, but it looks…
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Automation : Can it leave my manual work current?
I have a Smartsheet that I have been doing a lot of manual "box-checking" for completion. I have a process set up to data shuttle and automate, however, I don't want to lose all the work that I have competed, since I won't be able to shuttle some of the historical data in. Is is possible to have my previous content in…
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Automations "Equals" vs "Contains"
Has anyone experienced issues with automations behaving differently when using "Equals" versus "Contains"? On one of our sheets, I have an automation that only works if "Cost Center equals 302110000". However, if I use "Cost Center contains 302110000", it never triggers. Similarly, a separate automation only works if…
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Is there a way to send formatted links to Dynamic Views through Automation?
I have automation workflows that send notifications to employees when new rows are generated. Those employees need to interact with the rows and we use Dynamic View to make the inputs behave more like forms. It works well, except that the only way to link the automated notifications is by copying and pasting the whole,…
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Automations and sheets loaded with checkboxes...
I have a sheet created that is essentially a line of checkboxes to signal where a lease is at in the process of being created. The checkboxes are supposed to alert through an automation to the next person in line to do their part of the tasks, but in the automations I keep getting duplicated checkbox notifications of…
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Automation to send Email NOT 'Reminder' Notification
I have an automation set up that sends an Email notification if an item is incomplete to the contact, and it has been running smoothly for 4 months. I get both a copy of the email as well as a notification in Smartsheet that looks like this. I recently deactivated the automation because of the Holiday's and turned it back…
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Automated Emails - maintain custom subject line
Per Smartsheet documentation (and experience), If you have an automation that runs on multiple rows, all rows will be grouped into one email notification. I don't have a problem with this. However, it overrides your Custom Subject line for the notification to a generic default: Subject: The placeholders in the subject will…