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Sending an Attachement
Hi, If we have something attached to a row, is it possible to send an email to the address listed in that row that includes the attachment, without giving access to the full sheet? The email would just contain a message and the attachment.
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Merged: Outlook Add-In
This discussion has been merged.
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send custom form links using automation
Can i generate a custom link to another form with prefilled content from another sheet? When someone completes a form i have an auto number that counts up on every submission. This is our reference number. When someone completes the form to generate the row i want to use that reference number to send an email with a form…
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Field Service Management in Smartsheet
Has anyone built a Field Service Management solution in Smartsheet? I need to maintain a database of; store locations technicians, their backup tech and their backup of the backup tech dynamic schedule of availability of said technicians I envision some form of a 'lookup' worksheet where appropriate and relevant data from…
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Automations Are Not Triggering
I created a new automation on an existing sheet and it is not triggering. To test, I created a new simpler sheet (4 columns) and created an automation using the templates. The only think I changed was the person to notify (adding my email). The simplified test sheet and automation also did not trigger. If I manually…
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How can I set an alert/email to the contact in a cell as well as the triggering user?
I am new to Smartsheet and looking for a way to manipulate the automation templates: I have an automation that once a date is entered an email is sent to the contact in a cell alerting them that the information is ready to be worked on. It has been requested that the person that triggers this action (Enters the Date) be a…
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How can I auto-populate a formula in a column that is referencing values in another sheet?
I have the formula below that is referencing the Planned Date and Exit Shop Date, but when I drag the formula through the column it doesn't update these dates as well? What I want to do is as I drag the formula down a row I also want the Planned Date and Exit Shop Date to move down a row and not remain static Is this…
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Unable to run workflow
I have a workflow that generates a document when another field is checked off, however, I keep getting the following error and have no idea how to troubleshoot and fix the issue. "This workflow was triggered by at least 5 other workflows, which exceeds the maximum allowed. Please modify the workflows that are interacting…
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Why doesn't the column filter work in "Get a sheet data (dynamic schema)"? [Power Automate]
Setup: Configure dynamic schema block to extract only one column: Expected Behavior: The Power Automate Block returns an array of my rows with only the selected column values included. Issue: All columns are included, notwithstanding the setting. Here you can see at least 2 columns, but take my word for it that there are…