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Is it possible to remove the source sheet link from automated email notifications?
Several times a day I get requests to share a source sheet to a user who received an automated alert. Since the body text is small and the source sheet link if big and in a different color, i can understand why they are clicking on it. I have sent out education but it still happens. Is it possible to remove the source…
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Merged: Automation-Driven Email Notifications at any time of day
This discussion has been merged.
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Copy Rows Automation Issue
Hello, I've been working with Smartsheet for about a year now and I'm encountering an issue with the copy rows automation. I've inherited the sheets in question after a couple of the previous owners have left the company, including the person who made the automations. I'm an admin or the owner of both sheets now which I…
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What is the order of operations for workflows? If multiple run at the same time which is run first?
What is the order of operations for automation? If multiple workflows are scheduled to run at the same time which is run first?
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Custom Auto Number Formula
HI Community I need help creating a custom auto number formula using set prefex and a reference column. The DRN "number" or Identifier must populate as follows: ABCDE-DRN24-020T. The prefix 'ABCDE-DRN' is absolute for all numbers and the '24' after DRN is referencing the FY Reference column year. The next 3 numbers after…
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Dynamic Notification Email Customization Field in Automation Setup
It would be awesome if, when setting up automations, there were a check box for "Send Custom Email?" that opened up a dynamic field when checked. If checked, a new menu opens that allows you to edit the From, Subject, Message, etc. fields in the notification email sent to users in the designated column(s) utilized in the…
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How do I move certain values from one sheet to a different sheet?
My attempt: Step 1: Sheet #1 get populated with new values (via a form submission(s)) Step 2: When Sheet #1 has a new value/row, only certain columns get populated into Sheet #2(i.e. ID number, case name, details) I tried the automation feature, but the whole row gets copied. I want it so that only certain…
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Automation is repeating the subject line 3 times
I've set up an automation to go to the contacts listed in contact column. One contact is a cell phone number with SMS gateway code so that it can go as a text. It works great, other than it repeats the subject line I enter in the automation three times before inserting the body of the message. For example my subject line…
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How do I set SmartSheet to include attachments on the emails that it sends from automation?
Has anyone had success in having SmartSheet include attachments on the emails that it sends from workflow you set up? When I create a workflow in SmartSheet to send an alert to someone I want to have the email the user gets include an attachment. Currently my trigger for the workflow is when the data in a certain field…
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Copy row automation not going to next available line?
I have gotten the automation to work moving rows from one sheet to another. For some reason though, the copied rows go into the new sheet 30 rows below the next available row? Any ideas?
