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Group Management doesn't pull from My Smartsheet Contacts anymore
I am using the new (preview) Smartsheet Admin Center "Group Managment" interface. In the old version when I wanted to add someone to a group, the "Add Member" picker would allow me to add users from our account and from My Smartsheet Contacts. It no longer does that and the picker only looks for potential new members from…
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Inconsistency in how contacts are displayed across sheets
Hi, I have noticed inconsistency in how same contact is displayed differently across sheets. In one sheet it is displayed as name whereas in other sheet its displayed as email id. I understand that in one sheet where its displayed as name, its picking up the name from user name in my smartsheet account. But in other sheet…
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Calling out email address using a Contact List
Hi, I would like to include an email address in an automated email body. The only problem is that the emails are stored in a "Contact List" Column. Is there anyway to automatically grab emails out of these columns? Right now the email looks like this in the body:: Customer name: {{Customer Name}} Email: {{}}
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How can alerts show everyone who is copied on it?
Hi there, We are using the alert workflow for our invoicing process. In our process, we don't have any one who has to actively approve anything, so that's why we don't use the approval workflow. However, certain people need to be copied on the invoice requests to AP. I've set up the alerts, but unfortunately no one can see…
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E-Mail Automation: send to a specific e-mail address & send to contact field
I have e-mail automation to send to a specific e-mail address when we receive a new request. Is there a way to send to that address and also copy the e-mail address that lives in a contact field? So far I can only find options for one or the other.
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One person has multiple jobs on one day
Hi, I'm looking to adjust my sheet based on one person having multiple jobs in one day. What I'd like to do it have it be that each person has only one job per day. Ideally, SS would be able to look at all other jobs this person is assigned to and adjust the start dates of other jobs based on available slack time (away…
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How can I retrieve deleted approval request email?
hi, I have a work approval request flow that being used to our department for document approval process. We have one manager who accidentally deleted the approval request email and we don't know how to retrieved it since it was gone in to the email deleted folder. Is there a way to retrieve an approval request email? how?…
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How do you create a contact list based on 2 seperate sheets using a Vlookup.
Hello, Looking for some assistance with an issue we are having populating contact lists based on 2 separate sheets using a vlookup. To summarize the attachment, we have a sheet with a list of account owners and their email addresses (Client Services Listing) that is feeding into another sheet (CSLS Teams by Account) which…
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Email User Completed Form
I have created a form to capture some series of data. One of the fields on the form is for the user that is completing the form to key in their email address. I would like to create workflow automation when a certain trigger has taken place (example a checkbox checked) for the alert to be triggered and email a confirmation…
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Can my contacts be updated by my company AD (eg. contacts in our Outlook Address book)?
I want My Contacts to be up to date with my company address book. Is this possible?
