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Multiple workflows for a Product Approval Process (URGENT)
Everyone, I hope you are doing well, I wanted to reach out to you to try to find a solution to the current problem I have. The Smartsheet spreadsheet that I created managed the information of 4 different plants. The process is: (1) The information is entered in the sheet by submitting the info throw a form. One of the…
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Is it possible to send a copy of a form to someone else at time of submission?
We have a large field team with a hierarchical organization. Usually the guys at the bottom are submitting forms which are basically project requests. They access these forms through shortcuts on a published dashboard. We have a required contact field in the form for them to select their name and their supervisors' names.…
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Automatically assigning a row to a parent line once an intake form is filled
I would love it if there was a way for a row that is entered from an intake form to automatically categorize to a parent line and have the option to place it at the top or bottom of the children. For example, if I have a ticket request form and on the sheet there are 3 parents, Pending, New, and Closed requests. When…
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Merged: Create Workflows from Reports
This discussion has been merged.
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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…
