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Re-Title Notification Header
I recently used one of the existing templates "Contract Management" under the Client and Customers in the Solution Center, and it worked great. However, When my users get a notification the header still shows the old name (see attached). Please let me know how to make this change.
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Using Approvals with a formula cell
I am trying to use an approval request to change the value of a cell that contains a formula. The cell that has the formula is based on data in two other cells. For example, the other two cells can either be "Yes" or "N/A". If both of them are "N/A", then my approval cell automatically changes to "Yes" and it does not…
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Approval workflow
Hi Guys, Im new to smartsheet , please help me. I created an approval workflow then if the approver is not around how I am going to reassign it to other approver without breaking the approval sequence. Please let me know your thoughts. Thank you very much.
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Construct Predecessor Alert
Hi! I am struggling with how to construct an alert for an assigned task where by it is sent when the predecessor task is completed. Any suggestions? (without having to set one up for every single line?)
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Feature Request: Programmatically access parent information from child in automated messages
A lot of the users consuming my automated alerts complain that the tasks don't have enough contextual information. For instance, "start marketing research" doesn't include the parent information of "Awesome Campaign #3". Need a way to include parent information in automated messages. For example, "Hi {{Assigned To}}! The…
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Recurring Update Requests until task is complete
I have a workflow where a contact is sent an updated request when they are added to the row. What I would like to know is how to have that update request sent regularly (daily, or weekly) UNTIL they have submitted the update request. Then I don't need them to get the update request anymore. Is there a way to do that?…
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Automation with Update Request
Hi, I have automation working with multiple approvals and update requests. 1. An approval is submitted to 1st person 2. They deny and the workflow is set to either deny in total or deny with an update request. 3. The person who submitted then gets the update request but it doesn't say what needs to be updated just that it…
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Email Notifications
Assume i created a new sheet and added email ids of my resources into a column X in smart sheet where the column X is assigned as contact column. I have created a workflow where any changes to the rows on other columns in the SS, should trigger an email notification to the assigned email id of the updated row from the…
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Specific Mailalerts (triggers) not working today
Hello everyone Today - like many days before - I added and edited data im my sheet and (tried to) trigger workflows. All of a sudden today mails are not delivered like they used to all days before. I changed nothing severe (only moved the sheet to a workspace, but already undone it). It only happens within one specific…
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Running workflow with alert & if, then formulas
When a row is added/changed, I need a workflow that kicks off an approval email to only two people. After those two people receive the alert to approve or decline (I only need one response), whichever they choose needs to fill in "approved by" and "approved date" columns in the sheet. How do I set this up correctly?