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Scheduling automatic reminders for Proof reviewers
Here is a way to create reminders for Proof reviewers. This solution will: Send a reminder 5 days after the initial invite, if no one has responded to a Proof review request. Send a reminder 5 days after the last reminder, if no one has responded to a Proof review. Reset when a new Proof version is created. Some useful…
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Default notifications when someone has been assigned to a row.
Is there a way to have smartsheet default to letting someone know that they have been assigned to a row? I know that you can set up an automation workflow to achieve this, but with the amount of projects we have going on across many different users, the chances of everyone going in to set up the automation and do it…
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Run an automation frequently to entire sheet.
Hi All Is there any possibility to run an automation number of times within a day?
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smartsheet API key is not able to fetch data from the smartsheet having MFA.
I am not able to fetch data from the smartsheet using API key which is having MFA. I am getting an error - "This action is restricted by an MFA Policy. Please reach out to the workspace admin for any questions.". How I can resolve this issue?
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Automation sending emails without conditions being met
Starting a few days ago, I am receiving automation emails from Smartsheet for conditions that have not been met. These workflows were implemented several years ago, and have never had a problem like this. I went and triple checked to confirm the conditions are not met. I deactivated the automation and reactivated thinking…
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How to make Value be based on a cell for Automations?
Hello, I have a automation where i need it to trigger when a cell matches another cell value. So I have a column with an requestor email that is inputted by a form that Person A would fill out. I also have a modified by column to show who was the last person/automation to modify it. I also have a text field for additional…
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Auto Record date of change
Hello, I'm encountering an issue with the "Record a Date" function on one of my sheets and would appreciate assistance. This function works flawlessly across many of my sheets, but for some reason, it fails to record a date for two specific changes in this particular sheet. I've experimented with various configurations of…
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3 Day Reminder - Automations
Hello, I'm looking for assistance to try to get this automation to work. I need an Alert to trigger on weekdays only and if the date in the 'Date Approval Requested to Reg Manager' field is 3 days ago. I only want it to remind them once. Is this possible? I used the below screenshot, but it's going to run on weekends.
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How to set up an automation with FROM/to changes
Hello Lovely Smartsheet Community! Hoping you can help :) I am working on a deployment project where there are two different eligible vendors, and any of the 7500 clients may switch vendors at any time. Therefore, there are 4 options in my "Vendor" dropdown column: Vendor A Vendor B Ineligible Vendor No Vendor I am trying…
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Comments on rows that are copied to a new sheet
I want to set up an automation to copy rows from sheet 1 to sheet 2 when a condition is met. Is it possible to have comments that are added on sheet 2 also populate on sheet 1? Basically I want to see any comments added after the row moves on both sheets. Thanks in advance for any advice to solve for this!
