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Approval Workflow - Request approval from a pre-defined contact in a sheet
I have a use case where the approver for something will not always be the same individual. I would like to add a column for the approver (contacts list), and have an automated approval workflow that sends an approval request to the individual listed in that column. Smartsheet seems to require that I specify a single…
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How can I notify staff when an assignment in a contact column changes?
I have a sheet set up with a contact column so I can assign staff to a request. This assignment is automatically triggered based on request type. When the staff are assigned to the new row, I set up an automation to notify them via email of the request. This is working well. However, sometimes the assignment is changed…
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Contact List Column auto-populating with org emails
Hey there - new(ish) to Smartsheet and in a bit of a pickle. I have a sheet with a Contact List column that I use to request updates from outside partners. However, when the update request is sent the Contact List column field (where they could update their contact email) features a drop-down of emails for all users in the…
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HELP: sending automated notifications to multiple contacts in a cell
Hi Folks Is there a way to send an automated email (via workflow) to multiple comma-separated emails in a cell ? I have tried, but so far have failed. Nothing seems to happen when I trigger the workflow. Any help would be appreciated.
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Contact Groups and Contact Lists
I have a situation where I need to frequently add approximately 45 people to a contact list. They are often the same 45 people, but there are occasional variances. I know there is a way for the Smartsheet admin to add contact groups, but is there any way a regular licensed user can do this? Our organization has 5,000…
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Getting a Contact from a form input
I'm implementing a Sheet to receive input for Time Off Requests. For the submission form, the users will enter their name, the names of their approvers (supervisors), and their department's timekeepers. For these 4 employee columns, I have created them as Contact Lists. I have created an approval workflow and also reports…
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Including CONTACTS in the Excel import
I have a list of records that I need users to review and update, but they only need to see the records assigned to their user account. But as soon as I import the file into Smartsheet, the column of usernames (contacts) is listed as text, not as CONTACTS (Smartsheet users). How can I fix this? I want to use the usernames…
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Error Editing "Assigned to" (as Contact List) in Calendar App
Is anyone having similar issue with updating contact list in the Calendar App directly? I always get an error message "Unable to update event". Any suggestion to work around this issue?
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Automation Workflow Sequencing for E-mail Notifications
Hello, I've been rolling out some new sheets/processes to my colleagues and I've run into a little snag that I'm hoping to seek clarification from you awesome Community members. Scenario 1: I have an input form that will automatically assign requests to a user and I also want to send an Alert to that Assigned To user. When…
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How can I add a Phone Number to My Contacts?
How can I add a Phone Number to My Contacts? I want to add phone numbers to My Contacts in addition to the name and email.
