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Enable Hourly, Daily, and Weekly triggers when there is custom field in the notification box
Hi Product Management Team: Goal: Send a notification once per day to an assigned individual that includes all the work items (tasks) they've been assigned. Customize the notification so it includes the assignee's name. Problem: When I insert a custom field in the notification customization box like this: Hello {{Assigned…
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Merged: Allow to send attachments without linking to the sheet and adding other Smartsheet details
This discussion has been merged.
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Merged: Automation/Workflow from sheet summary fields
This discussion has been merged.
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Automation on Sheet Summary Fields
Workflow/automation based on sheet summary fields. One scenario - count of all cells, send a warning if the sheet is close to max. (Do not want helper column as that increases the count.)
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Formula to pull the Fiscal Year from a Launch date
Hello! I'm looking to pull the Fiscal Year in a cell based on the launch date in a different cell. Our FY starts on 04/01 of the current and ends on 03/31 of the following year. I need the formula to determine if the FY is the current year, the prior year, or the next year based on the launch date. For example, 04/25/2024…
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New copy of an old project
Hi! We have a long list of about 100 projects in a sheet - about 80 of them will be "restarting" or "renewing" this year. Instead of making the requesters fill out the intake form again, I'm hoping to save some time by copying rows from "this year's" request to "next year's" request, and just make some minor updates to the…
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Add Reply Option in Notification Tab
It would be nice to reply to comments and conversations directly from the Smartsheet notifications tab rather than having to navigate all the way to the sheet. I propose adding a reply button next to the Go to Sheet button in the notification tab.
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Can I create an automaton where the generated document is automatically sent?
I want to be able to generate a certificate that serves as proof of attendance that automatically goes out to the participant's email once I update their status. Is that possible?
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Copy Date to Another Field Upon Change
Hi there, I am looking for assistance with a use case that I can't seem to solve, so hoping someone can provide some suggestions. I have a date field called Scheduled Date. A vendor fills in the date into this column when they plan to deliver a task. It starts out blank. I'd like to have it so when they change a date in…
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Smartsheet automation I separate emails to the same user
Hello, I have a worksheet with in which I use to send emails to an automated ticket creation email for my company. The email is only able to create tickets for one request at a time but I noticed that smartsheet is grouping all of the requests within one email to send. Every single row within my sheet needs to be sent to…
