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Automation to record a date isn't working
I'm hoping someone can help. I've used Smartsheet for years (at another company) and have never ran across this. I'm trying to record a date when the status changes to "1st Review". I have even gone so far as to create test columns where there is nothing, no formulas, conditional formatting, etc. attached, toggled Date…
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Automation Errors - Not going to Correct Approver
Hi everyone, I'm encountering a problem with my workflow automation for system change requests. I have three separate workflows, each corresponding to a different set of manager and director approvals. Expected Behavior: Country X: Manager 1 -> Director 1 Country Y: Manager 2 -> Director 2 Country Z: Manager 3 -> Director…
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Automation works when triggering manually but not if I leave it (although it says it runs)
Hi all, i have this set up to run every day at a certain time. When i check it after the time it's set I can see the automation has been triggered but it does not do what is intended which is send out and email and then change a cell value to checked. One of the conditions for this is after 3 days. However, if i run this…
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Is there a way to copy a folder or workspace and have the automations direct to the new workspace?
I am trying to create a workspace that is a template for our projects. This workspace has 15 sheets with 28 automations each that direct content to 28 separate sheets based on a selected topic. When I save as new the workspace for a new project, every single one of those automations has to be updated because they all still…
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Saving Folders as Templates
I think you should be able to save a folder or workspace as a template. Have the whole thing linked within itself so that automations don't have to be updated when you create the new space, they already point to the new sheets within that template folder. My projects use a large set of sheets and the folder structure is…
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Is there a class/how to guide someone would suggest when using the policy template?
I am new to Smartsheet, but catch on pretty quickly. I did not find anything in the university.
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Template from Engage Session
I was lucky enough to attend Engage this year in Seattle, and I attended the "Advanced power-user tips to up-level your Smartsheet experience" session. I was excited to use the template for Multi Entry Form that was provided via QR code from the session deck, however, it appears that at least one sheet is missing from this…
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Are Smartsheet Automation Emails Secure?
Hello :) I have multiple automations set up for email notifications. I just want to confirm, are these emails sent from automation secure?
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Can I decide how many notifications per day I want to receive from automations?
Is there any sort of limit I can place on daily notifications I receive. Getting a batch twice a day would be helpful, but currently receiving far too many for it to be productive. I do see in notification settings I can select preferences on what actions can trigger a notification, but I don't see any sort of limit. TYIA!
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Reminder Automation - Help Needed
Am I overthinking this? I have a sheet set up to send out a notification when someone is assigned to a row. I am looking to also send a follow up reminder after 5 days if the assignee has not taken any action. However, both the notification automated email and the reminder automated email are sending at the same time. Any…
