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Document Generation - multiple templates with similar conditions
Hi, I have two templates that I want to have generated upon form submission and various other triggers in my workflow. Due to potential changes, I have it re-generate so the final "step" is the version that has the most updated information. I currently have 6 templates in a single workflow, with my condition for each being…
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Dynamic Reporting Linking Filters
I would like to make reports dynamic so that you can link filter options to another sheet. For Control center this would be great because you can have the intake sheet (Where the data lives) drive into the report and populate the results. We would like to see it linked so if you change the data on the intake sheet, the…
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Why isn't my email notification being sent?
I have an automated workflow set up to alert someone (several people), triggered to run once at a specific time. I need it sent to notify people to complete a form. I tested it several times when setting the sheet up by sending it to myself, but now that it's live and is supposed to go out to several people it's not…
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Formula to look as Multi cells to check a Box on Another Sheet.
looking for help. not even sure how to Word this. but i am looking for help on writing a formula that would check a box on another sheet if this form is filled out and a assigned work order #. so if someone was to say that Step 1 is Complete with this work order #. it would Check the Step 1 box that is in the tracker…
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Get a notification when an attachment is added
I'm trying to set up automation that will notify specific people an attachment is added to a row. I have set up automation like this but it isn't working. Please help me figure out where my automation logic is wrong.
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Hyperlink to external site in automation message
Hi there - I'm sorry if this has already been asked - I'm having a hard time finding the answer. My goal is to include a link to an external site in my automation messages. For example, folks will come to our business and fill out an online form (through smartsheet). I then have the automations set to go to the email they…
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Update Request emails not including message text?
Hello, We're having an issue where, when update requests are sent, they don't include the message text that we set in the automation settings. Instead they have the default 'Please update my online sheet.' I've included images of the automation setting, as well as the email that gets sent: As these update requests can be…
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Pause Workflow until Update / Approval Request is completed
It would be extremely helpful if during a workflow, when you have an Update / Approval Request, you had the option to have the workflow not go to the next step until either request was completed.
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Edit Default Messages for time-based alerts
Would be great if we could edit the default message that Smartsheet sends for time-based alerts when 6+ rows are triggered. I like that it groups requests into one email, but I want to update what the email message says. The text reads "please update my online sheet" which reads a little funny because we're sending these…
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Can't use Vlookup or Index Matching
Hi all, I have a sheet which is organising workflows for different departments. Departments are separated into different sheets since they have different tasks and metrics to monitor and some activities are sequential therefore moving once finished with one department by automation. How can I get row info from 1 sheet to…