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How to configure a project assignment and the assignment date and show the rest of the fields diseab
I have a problem. When Smartsheet sends the form on request to an area. I need to know if after receiving a project from a form, to be able to assign a resource and the date of assignment I can only do it from an update? or there are other ways of being able to assign people and date of assignment, automatically without…
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Use triggers from Smartsheet?
Working on a new workflow. Today's workflow is manual and based on emails. I'd like to use the webform to collect the required data (done) and then, based on specific conditions in the sheet fields trigger actions in other system - from generating email to open a service ticket etc. I watched the movie of the docusign -…
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Dynamic View & Alerts and Actions
I have set up Alerts and Actions in my source sheet, but I have not shared the source sheet with process partners - instead, they have a Dynamic View I'd like them to look at instead. Can Rules and Alerts apply to people who are not shared with the source data? I keep receiving emails about Invalid Recipients and I'm not…
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Invalid recipients of notifications removed from SmartSheet sharing access
I'm using alerts/notifications and getting false positive alerts about invalid recipients who happen to be on vacation with automated out-of-office replies. I get an alert as shown below with steps to change permissions for including the inactive users in the automated notifications that were originally set up. The funny…
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how to define who the approval is from multiples
I have migrated our Engineering change to smartsheets which is working fine. I now want to progress this by adding approval requests. We can get changes approved by 3 different people, so I have created an approval request which gets sent out once a box is checked to declare the change is ready for approval. At present…
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Using <=/>= in an Alert
Hi - I am trying to set up an Alert for when a column gets to greater than or equal to .75. When specifying a change, I can only select existing values. When I have typed ">= .75" I have not gotten any updates when that change is met. It makes me believe that typing in "<=" is not valid. I have looked through the community…
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Update email address for contacts does not update shared sheets automatically
Hello all, I have been in the process to update email address for some of my contacts due to the change of domains. However in doing this I realized that all my sheets shared with those specific contacts are not updated with the new information. Let's say that I have already shared or assigned tasks to these contacts. I…
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Email daily comments on (multiple) sheets
This seems pretty basic, so not sure if I'm missing something. But, certain project stakeholders like to receive daily status emails that show the project activity. When I say activity, I mean comments, not who changed which cell. Currently the only way I've been able to do this is the literally grab screenshots of the…
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Duplication of form creation
Duplication of form creation should be highlighted to the user while creating a new forms based on the parameters is this possible.?
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Auto notification. When attachment downloaded
Hi. - I run a sheet with form to collate drawing data. the original form user uploads a drawing and this populates the sheet. the auto alert tells the other client (via email) of an attachment available for download. The client then downloads the attachment. Is there an auto alert to advise me - admin -that the attachment…
