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Automation: Sending an Attachment in 'Message Only' (Is this possible)?
I am setting up a message and would like to include an attachment, here's an example: "Thank you for submitting your request. Here is a summary of your submission: - Request Number: {{Project In-Take #}} - Project Title: {{Project Title}} - Project Description: {{Project Description}}" Is it possible to use the {{ }}…
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How do I proceed If i would like to have an automation email produced once a row is added
I have set up a triggers but if 2 peoples send a request at the same time, the confirmation email has been produced with both request on the same email. Is there a way to have one request per email?
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Is there a way to have dynamic cell updates? My previous attempts were unsuccessful.
I have two (or more) sheets, one sheet called “Master Sheet” and another called “Library 01”. I want to create a drop down in Master Sheet with Options “A-H” which populates data from Library 01 and automatically changes based on the option chosen from Master Sheet. Is regular Smartsheet capable of this? I've tried using…
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Email Error
I have an automation set up so when a certain column is checked it will generate a document via DocuSign. It worked perfectly and now suddenly I keep getting the same error. I have scrapped the automation and started over making sure everything is set up correctly but still get the same error: The email for "Doctor Email"…
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Can I generate more than 1 document with automation
I have 3 workflows to generate different documents, the first workflow works, the second and third do not run. Not sure why.
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Better Document Generation Attachment Options
It would be good if we had more control over how Document Generation Attachments are added to a row. We have a use case with two Document Generation workflows – one for updating a PDF during preliminary statuses (New, Revised, etc.), and the other upon reaching Approved status. They each create a PDF with the exact same…
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Merged: Better automation design: visual queues
This discussion has been merged.
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Request Update in Conversation
I have just inherited a sheet that is being used weekly status report. My PMs have been logging in and updating a single box with an update on the weeks progress. So far, so good. I want to change to use the conversations tab so we retain the history, and use the "latest comment" for the field on the sheet. I wanted to use…
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Ideas on how to effectively create a new sheet that collects information to update status on another
I am struggling to find other answers on the community for this situation. We are creating a log of all equipment. I am creating a second sheet for when that equipment is removed. When someone submits through a form that equipment is removed, I would like the second sheet to automatically update the status on the original…
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Trigger (Automate) an update request to go to a Slack Message
Our team uses Slack, and it would be great if we could trigger an update request that goes to one of our Slack channels. A link or button that is sent in a slack message to the channel that allows a user to fire the update request (similar to the email version) but without the "email" part would be PHENOMENAL.