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Merged: Manage Workflow Area Improvements
This discussion has been merged.
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Merged: Folders for Automations
This discussion has been merged.
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Editable Comment Field for Approver When Declining
Add an editable comment field option when an automated approval request goes out so the approver can enter why they are declining a specific request.
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Merged: Manage Automations Screen Updates
This discussion has been merged.
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How do I force "Send from Triggering User" to send from sheet owner?
All three options for automated emails - are poor options, is there a workaround somehow? Send from Triggering user - We have a department full of people manually clicking a button which sends an email to clients, the client will not recognize their individual names. Send from Organization - My department has its own name,…
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Automation Email Alert Issue - Grouping Notifications with Unique Subjects
Hi everyone, I've been experiencing an issue with an automation setup and was hoping to get some insights or solutions from the community. Problem When I configure automation to send an email alert to a contact after a trigger change, the system groups email notifications together even though each has a unique value in the…
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Remove "automation@app.smartsheet.com" from sender email address
The OIT Security department at my university received a report that an email from automation@app.smartsheet.com may be phishing. We send a number of Update Requests through Smartsheet that require action from the receiving party. If the email is perceived as phishing by the recipient (or flagged as Spam by the email…
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Nested If statements
I am new here, but cannot figure out how to make a nested if statement or an automation to change the status based on a date in the past. What I would like to happen is when any of these dates are in the past AND the check box is not checked the current status will change to "DELAYED". I can get it to work for one argument…
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Automation Templates
Having to create complex automation from scratch in multiple sheets is very time-consuming and leaves significant room for error. Having a "create a template" option that can be used over and over again would be incredibly helpful. Logged in user defaults can be used for who is to be notified in the template; however,…
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Same Level Multiple Approvals
Is there a way to sent out a request that contains multiple approvals? There is a situation where we have a record that may contain anywhere from 1 to 3 approvals. All approvers have the same authority. To tally the approvals I would create a separate column that evaluates the decisions of either all approved, all declined…