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Alert Notifications
Hi I have set up a rule so that when a specific status changes to 'Required' the person assigned to the action gets and alert. We are only receiving a Smartsheet notification not an actual email. I have checked the account settings and we are set up for email notifications - any ideas what I am doing? Rs Abbie
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How do I find a smartsheet expert for hire to help build out our workspace?
I am building out a new workspace for some large marketing intergration projects. I am way over my head with smartsheets, but I have used it to complete amazing M&A sheets. I want to start intetegrating smartsheets into the operating side instead of just the due diligience side of the business.
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automatically export and then delete rows
We use SmartSheets to collect a large amount of data using a form. We reach the Smartsheet size limits almost weekly. Currently we log in each week, export the data to excel, and then delete rows based on a date criterion. I have looked at Zapier. It looks like I can have it email me the data in excel but the free version…
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Alert emails
Hi everyone! I am looking for a way (if possible) to remove the row data from the email alerts. I can create a custom message to relay only the information I want, but it adds all the row data at the end of the email. Is there a way for the alert email to ONLY send the custom message I create? I have already tried this in…
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Find and Change Resources in Alerts
We have a staff person (A) that retired and is being replaced by another staff person (B). I ran a report to tell me where she (A) was allocated as a resource in the various sheets, and was easily able to change those tasks to the new resource (B). However, I know that the retired person (A) also received alerts based on…
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I would like to change a cell if an attachment is received
I need to send reminders to suppliers for them to attach specific files such as datasheets etc. Once the file has been received I would want Smartsheet to stop sending further reminders. I think possibly a solution is for a cell to change status if an attachment is received. I could then create a logic statement which will…
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Send alert/notifications including headrow and children rows in the attachment
Hi All, I want to send automated notifications to my employees containing their absence records. To do so I need to be able to send their Head row (containing their remaining balance of sick days/holidays/bereavement leave ...) and their children rows (1 row per period of absence) as attachment. So far I can only do this…
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Auto change a cell based on a checkbox in a different cell (all in the same row though) or change in
I created a pretty intense sheet to keep track on invoices and receipts. I have an "Action" column that is a drop down column. Here are a few of those "Actions" Request Sponsorship Submit Sponsorship Request Invoice Call to pay with CC Call back to pay Submit Check Request Follow-Up Check Approval Mail Check Out Request…
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Alert(s) Updating a "Count" Sheet?
I have an end user I am trying to build a records sheet for and I can't figure out how to accomplish a change count cleanly. We have thousands of rows/records in a sheet with one of the fields/columns being a Status.They do a monthly review of how many records moved to different statuses in that month and I want to…
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Approval Alerts & Actions -Column Data visibility
Would anyone know how the approver could view certain column fields? I tried the Advanced Option and checked things off but it still does not show the data in the columns I checked off.
