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Embed form in an automated email
I would like to be able to embed a form in an automated email that is sent out to people once a week, so that I can request status reports. I would like to use this, instead of an update request, so that I can have a historical record of previous status and comments. Embedding the form will improve the user experience,…
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Best practice of Automations maintenance
I've been using a sheet for customer support purposes, which is shared with multiple regions and groups. In the course of trial and error, we've created many workflows. As we didn't delete any, there are 13 Active and 14 Inactive workflows. Which is recommended to keep Inactive workflows or delete them? I'd like to know…
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Automation to Resend Form
I have a sheet that requires a stakeholder to complete a form when their name is added to a Reviewer column and a checkbox for "Reviewer Assigned" is checked. I need a way to automate the resending of that form. Either a trigger via a new Resend check box to resend the form (but the automation would need to be viable to…
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Automation messages sent from Organization but reply to sheet owner
Dear Smartsheet experts and friends I developed a long system with several automation interaction messages: alerts, updates, etc.... All our messages were set to go out using our Organization's name. However, some people decide to reply to those messages, instead of following the actions that we ask for. This creates an…
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Enable/Disable automation workflows across multiple sheets
My use case: I attended the PM workshop at ENGAGE where a lot of sheets had Automation workflows set up. I would wake up to about 20 unread emails because of these workflows. The only way to stop the email was to individually disable each workflow in all of the sheets. This feature would also be useful if I am looking to…
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Trigger a workflow based on Sheet Summary Change (Bridge & Sheet Automations)
It would be nice if we were natively able to trigger an automation based on a change in sheet summary. I would like to be able to set this trigger up in Bridge, along with the ability to do this in regular sheet automations as well.
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Can Smartsheet create a new project with the completion of a form?
I couldn't find a good answer amongst the posts already in the community but perhaps I wasn't searching in the right fashion. The way that my team has project intake setup is that once a new form is completed, it feeds the form information in to a sheet which is a pretty standard action. What I'm wanting Smartsheet to do…
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Automation of Update Requests
My team each has a sheet on which they need to ask faculty preferences. I have built out an automation to send the request. When it sends, it sends the request for all the rows, not just select ones. However, testing the automation allows me to select which rows I want to send. How do I build this into the automation?
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Move rows Automatically | Automation Workflows
Hi, I have 1 source sheet and 1 target sheet. Using Data Mesh/ Shuttle, I'm adding the records to the target sheet from the source. There are chance that few records in the source can be deleted later and such records are not to be retained in the target as well. So, I added a column formula in the target that checks if…
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How to integrate/sync several sheets into one?
I have a team that is working on several projects. Each team member has a sheet that lists their tasks. How can I link/sync each member's in-progress tasks to show up in a separate sheet? I'd also like to be able to modify and add tasks in the master sheet so that the changes and additions can appear in the assignee's…
