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How can I include an attachment shared to the sheet in requests for approval?
I am using a sheet to manage a client contract approval process. I am imagining attaching the draft contract to the sheet itself or to a single row towards the top of the sheet. I have several approvers listed below in separate rows and need to send out requests for approval with the draft contract attached. Is there any…
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Changing Order of Columns included in Alerts
I've set-up an alert that only shows some of the columns within a sheet. Is there a way to change the order of how the columns appear in an alert without changing the order of columns in the actual sheet? Thanks! Glenda
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On Screen Alert if Conditions Not Met?
Is there a way to alert the user when, for example, they check a box, but other conditions are not currently being met? I see I can send emails and Slacks and whatnot, but I just want something to appear on screen. Thanks!
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Row Specific Notifications
Hello, I have a workflow set up that is a set of sequential actions, each with their own row. I'd like to send a specific email to the owner of the next row when the previous is completed. This email is specific to the task on their row. Example: Row 1- Create employee ID Row 2- Grant access to systems Once the employee ID…
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Alert from webform entry not working
We use a webform to enter new orders into Smartsheet, and need a notification to go out to several team members when one is to be rushed. All team members receive other alerts from changes in that Smartsheet, but this one that needs to be driven from the moment of order entry isn't working. Here's a screenshot of how it is…
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Sheet send as attachment not showing all images.
Sheet send as attachment not showing all images. how this issue can be resolved ?. Please check attached screenshot.
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Multiple Individuals to CC when sending a Email.
Currently when you send an email on a certain row you can only CC one individual and that his yourself. Can I have multiple individuals added to this CC? Typically I am sending correspondence to customers and ideally would like to CC individuals in my company that I have sent a specific email. Presently I have to receive…
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Notifications of Changes Made To Cells
Hello Experts I really like the feature of Notifications when I am informed of any changes made to the sheet content by any of our staff whom I have given Editor - Can Not Share permission. However, if the value of a cell is changed, while in the Notification I can see the new value, I do not see what it was before the…
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Email Notification template
When I setup an email notification everything works fine. However, as an email marketing specialist it pains me to send out the data in such a standard (boring) template. Is there a way to edit the look of the emails that are generated through Smartsheets? This would be a huge benefit to helping sell this software to my…