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Using the new customized sender in automations: Send from Smartsheet Automation
I thought this new feature would also update the reply-to email as a generic donotreply email address. But it looks like the reply-to email (at least for an alert type of automation) goes to the owner of the sheet. Is the only workaround to create a user with a generic donotreply email and transfer ownership to them?
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Moving rows to another sheet
I am trying to set up an automation where rows are moved to different sheets based on an account number. I have 4 set up just fine but I have 3 more that when I go to choose the sheet I want it moved too, it's not available. I am the owner of all the sheets and all sheets were created more than a week ago. I tried to…
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Emailing the admin group through automation when a row is added.
Since Smartsheet changed the way you add users and domains (outside of your domain) and made it a sheet, I want to setup an automation on where when a new row is added either by form or manually it will send a notification to a group. The group I want is the admin list in Smartsheet. Is there a way to do this? When I state…
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Automation spanning multiple sheets
Current organization: within a single folder, there are about 10 sheets, each for a different project. The same Assignee will be present in multiple sheets. I want an automation that will send a daily email to each Assignee listing all of their open tasks (i.e. start date has been met). I can do this for each individual…
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Approval Workflows with Inconsistent Reviewers
Background: I want to make a sheet that can track all of my review/approval requests throughout a project. I would want multiple types of project documents to be reviewed/approved (e.g., change requests, project charters/plans, test cases, etc.) each with their own set of reviewers/approvers. For instance: Project Charter…
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Generate Document Automation, select 1 of 3 contracts
Hello, one of my workflows includes an automation to generate a contract. It started as 1 type of contract and worked great. I have a check box to "generate contract" and when that is checked, the automation is triggered. Then we created different forms of the contract: we have 1 for veterans, 1 for people that pay in full…
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Document Builder Automation with Forms
Can Document Builder be automated so that after a form is filled out the document is automatically created and sent to the person who filled out the form (or any other identified person)?
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Automation: Can I Customize the Alert Message based on Status in a Single Workflow?
I am working on a ticketing system and would like to set up an automation to notify the submitter when their ticket's status changes but I'd like to customize the alert message depending on the status that the ticket was changed to. Is it possible to do this in one workflow? Or would I need to create a workflow for each…
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Inventory Management
I'm looking to create a sheet to manage our department's inventory of swag/give-aways. I currently have the asset management template set up and running and am using the barcode functionality which is mostly serving our needs. The one gap I have is inventory updating. Ideally, when someone takes inventory, I would like for…
