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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…
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Workflow Automation Run History/Log
Is there a way we can see a log of when workflow automations have run, and if there is a recipient for it, then to see which recipient(s) have received it & when?
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Alert Automation Not Working
I've set up a workspace and configured around 20 automations so far. However, I'm encountering an issue where the Alert Automations aren't functioning as expected. While the Approval Automations trigger correctly when tested, I’m not receiving the final alert once all approvals are completed. This issue also extends to…
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Syncing data between sheets
I don't have access data shuttle. I have an automation to copy information from one master sheet to another. I need the information from sheet #1, when various cells are updated, to sync information to sheet #2 without "copying" or "moving" rows. thank you for your help in advance.