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Multi-Step Workflow: Creating and Linking Forms with Unique Identifiers
Good morning! I'm trying the following in Smartsheet: 1. Create a form that has a field to input multiple emails, each submission has a Unique ID. 2. When the form gets submitted, it will send an email to the emails in the submition with a new form of a different sheet. 3. Once the second form is filled by the email…
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Is there a way to include a row link in an email automation?
When email automations are received, the user has a link just to that sheet and then has to navigate to find the right row, comment, attachment, etc. Is there a way to set up the email automation so that a link to the row is provided? It would save time if the user can click and be directly sent to that exact row to…
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How do I run an automation after the row has been created?
Trigger won't work if the row has been created, and no change. Automation is an after thought... If the row has been created and saved and I need to Automate actions, such as moving a row to another sheet if it contains a certain status, how do I run it? It won't let me run this Hourly or Daily... If I manually run it, it…
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Automated Response on License Requests
Since we, as Admins, cannot turn off the Updated User Requests, can there be a way to create an automated response with information on the policy our company has developed for obtaining a Smartsheet license? This could include any links to a request form with built-in approval automation. Thanks
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Searching for Smartsheet job FT or Contract
Hi everyone, I am a Smartsheet certified Administrator and have been using the product for over six years. Recently was laid off and looking for a role that is is more Smartsheet centered. My background is in project management and most recently scrum master/senior deliver lead. I am skilled at creating and maintaining…
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File upload to google docs
Hey all, New and generally overwhelmed user and Admin. We are a small consulting business with 2 staff/owners. We are tracking all financials (invoices, expenses) on the platform. We use forms to take pictures of receipts and it works beautifully. Our bookkeeper wants all of our receipts uploaded to google drive as PDF…
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How do I add comments in automated email alerts?
Hi all, I've been working with my sheet on sending automated emails to contacts within the sheet and can add specific parameters for what is in a cell. However, I can't figure out how I can display the comments in the email without having a link to the form. The reason I don't want a link to the form is because these…
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Automation - update without duplication
I am trying to create an automation where if the user clicks the check box, then the item will move to a different sheet (I am using this same automation across multiple sheets). The goal is so create one master of items that are checked while simultaneously enabling teams to continue editing the source data and…
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Sync Automation Edits Across Multiple Sheets
I have a workspace that I use for all cross functional teams, internally and externally, for all active projects. Each active project has it's own project specific sheet. If I edit an automation on one sheet, there is no way to copy that same edit to another sheet without copying the entire sheet and starting over. Ex:…
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Workflow Automation Issue
I just started a new sheet, which I imported from Excel. I wanted to have Workflow Automations to change the status and date assigned once I entered the record. The trigger is the Task Title (on both), which is also the primary column. Below are 3 screenshots showing my sheet, and then the 2 Workflows. I have tagged them 1…
