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Email automation
Hello, I'm in a little pickle here. Smartsheet can send out emails through automation. Those emails, especially when include an attached file, are not professional. I saw some users literally put a disclaimer in their email to ignore the links and highlighted information, rows, etc. That format is not acceptable. So, as a…
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Is it possible to schedule send an Excel attachment with collapsed groups?
I'm trying to send an Excel attachment once per month from a row report that includes collapsed groups, but when the recipient downloads the attachment, the groups aren't collapsed like they appear on the live report. The data needs to be subtotaled by cost center - which could change every month, so a summary report is…
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Gmail to smartsheets connection
I'd like to have smartsheets automation to send an email, but it should not look like its sending from smartsheets. Currently, there will be a smartsheets header in the email, but since I'm sending it to people outside my organization, it would be unprofessional to do so.
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Update Request Automation not sending to free users despite "Unrestricted" Automation permissions?
I have an automated "Update Request" workflow set up on a sheet to send to contacts in a cell, and I'm getting a an error message saying that this email is not being notified, and that I need to change the Automation permissions to a less restrictive setting. The email address is for under our work domain, so that…
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Approval Request - link expatriation
Hi, I'm in the process of setting up a system for gathering approvals and I'm curious to know if the approval link included in the automated email has a set expiration date or if approvers have the flexibility to access the link at any time to cast their vote.
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Notification help
Hi, I'm trying to use Smartsheet to send a notification per line of information from a sheet. I have used notification before but for this one I can't seem to get it to do what I need. I will have a sheet and will need to pull out 3-4 data points from columns. Some people may be on the sheet several times, but I need them…
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Multiple Automated Workflows Triggering for same item
Hi! I have helped design a Smartsheet that we are using to track requests. There are three scenarios that we need to capture, and each scenario has a slightly different workflow because certain approvals are or are not required along the way. I am running into an issue when the request is declined, all of my workflows are…
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Hi! Is there a way to customize the email message on a combined (7+emails) automation email?
Currently, the email message when the seven email notifications are combined into one email reads - 'Please update my online sheet.'. I would like to include two field values to this message in order to better inform the receiver on the request. Is this possible to do? Please let me know if I need to elaborate further and…
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How do I embed an image in an automated notification
Hi all. Any guidance is much appreciated. We send an automated Request an approval notification once a row is added to our sheet. Our customers are not Smartsheet licensed users or connected users, and we do not want them interacting with our sheet. We would like to include an image, the same image for each request, in the…
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Automation workflows that were working are no longer emailing gmail and msn addresses
Our existing workflows that trigger automated email alerts have started failing. It started in the last day and only affects gmail and msn addresses from a contact column. The failure message is, "Due to a recent automation permission or sharing change, the following people aren't receiving alerts from your workflow".…
