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Send a form once 2 weeks after date shipped
We send samples to our (potential) customers and we want to send a brief update form to the contact in the email to understand the success of the sample. We want this form to be sent once and 2 weeks after the date shipped. I tried investigating notification but I can't limit the notice to send once and on changing dates.…
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Automated Monthly Alerts
Alert Trigger I would like to send an "alert" each month on the 14th for rows in a sheet. I would prefer not to update/maintain this each month or year but just have it automatically go each month. I created a data column called Today using formula =Today() to return the current date and a text/number column called Trigger…
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Can't access any sheets when they're shared with me
Hi, whenever my boss tries to add me as a viewer to sheets we use to keep track of clients I never receive an email telling me the sheet was shared to me, and the sheet never shows up in my "shared to me" tab. I can't figure out why this is happening. On her end, it says that she shared it with me and i'm listed as a…
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Notifications when a date is now in the past
If a date in a cell under a date column is now in the past (i.e. the date hasn't been changed, its just now in the past) if it possible to automate a notification reminder to someone to do something? All I can see in the notifications capability is the ability to send a notification if a row is actually changed or added.
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Smartsheet to create invoice from Quickbooks
Hi, I would like to know if we integrate data in smart sheet for invoice, will it create invoice from QuickBooks or when we create an invoice in QuickBooks, Can we get the data in smartsheet?
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Sending notifications to a contact list; user not shared to sheet
Hello! I have a sheet where there is a "Contact List" column and I want to send a notifications to that contact, but they are not shared to the sheet. The contacts are not receiving the notifications currently and I'm not sure why. I thought this was an upgrade Smartsheet made recently, but maybe I'm wrong. Thoughts?
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Viewer Send Email and Add as a Comment
Is there a way that someone who only has Viewer access can send an e-mail to Smartsheet which adds the content of the e-mail as a Comment? As far as I understand, they do not have the ability to add Comments directly, since they only have Viewer access.
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Card View / Contact List
Hi there:) I have a sheet used as a "Maintenance Request" sheet. It is populated by a form. Each person submitting a request provides their name/email into the "Submitted By" column. This allows them to receive an alert once the job is complete. I have frustration coming from the maint dept. when assigning a job/task…
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Send csv via email to update a sheet
Is it possible to send an email (with a csv attached) to automatically add rows to my smartsheet? My internal system has the ability to send csv files via email with latest changes - I want to remove the manual copy-paste inbetween step. Cheers
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Keeping old and new data when needing approval/decline
We use Smartsheet for forecasting budgets per team. Each team has its own sheet with each line item that rolls up to sheets, reports, and a dashboard (with graphs and metrics). The columns represent both forecast and actual money spent per month (two separate columns per month). When a product owner adds a forecast amount…
