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The ability to omit blank fields in email notifications
When sending alerts and requests through automation, we currently have the option to send a message including either all fields, specific fields or the message only. For my particular organisation(and i would imagine many others), none of these options work. We have dynamic forms that build themselves based on answers and…
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Automation Recipients Blocked
I'm updating automations for a Sheet I created and when I attempt to add three people to receive the email notification, I get the "one or more recipients are blocked" message. If I have two recipients, it works just fine. All of the recipients have been granted access to the Sheet with Editor - Cannot Share access so, per…
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Workflow is sending out an email notification a day early
I have a simple automation setup to send an email notification every Saturday at 10:00AM EST. However, it is consistently send the notification at 10:00 AM on Fridays. It use to be setup to send out on Fridays, but it was changed several weeks ago. It has to be something simple I'm missing.
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Formula & Placement for Automating Status based on End Date
Hello Smartsheeters! I would so appreciate your help with this - I'm watching all the videos/reading the help articles, but I'm still not getting it! Goal: Automate Status column updating When the Status of a task is not changed to 'Complete' one day after the row's 'End/Due Date,' I want the Status to change to 'At Risk.'…
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Formula & Placement for Automating Status based on End Date
Hello Smartsheeters! I would so appreciate your help with this - I'm watching all the videos/reading the help articles, but I'm still not getting it! Goal: Automate Status column updating When the Status of a task is not changed to 'Complete' one day after the row's 'End/Due Date,' I want the Status to change to 'At Risk.'…
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Best Practices for Copying Multiple Sheets
I have about 10 source sheets that I need to copy to a new sheet. They have most of the same columns, and they are tracking the same type of information for different projects. I've attempted to merge them onto one report, but there are duplicate columns (and nearly 1,700 rows), and I don't know how to unify things so the…
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Automation: When there is a change and the field already has a vaule
Looking to send a notificaiton if a date field changes, but not if it was already blank before the change. Basically I want to send a notification when the date changes, but not when the date is first assigned. Anyone know how to do this?
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Automation Workflow Asssistance - Trigger based off Task's due date
Hello, Is there a way to sent an automation reminder to be triggered on my project plan for a task when another task's due date is 3 weeks out. For example, I have task A, task B and task C. Task B and Task C need to be completed before Task A can be completed. I am wanting to create an automation to notify the assignee…
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Notification Log
Not new as I've seen comments on this dating back years but adding another since my ticket about a notification not firing is going nowhere and I keep getting told to put in a new request for enhancement. It would be very helpful when trying to audit if people are getting what I assume they are if I had a log of what…
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Refresh System when New Sheet is Created so that Automations Can Find Them
Whenever I create a new sheet using the "+Add" button in Workspace view, I have to wait quite a while for anything in the "Automation" menu search to see it. EG, when I need to setup an automation to "Move" a row, it asks me to search for the referenced sheet but it takes a while to appear. Refreshing doesn't change it. I…