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Email content
Hey guys, Hoping someone can help me out. Im trying to see if there is a template or a way to create a tab that lets you upload email content i.e. a content image plus word doc/text to a certain newsletter and the person who is looking after that newsletter gets a notification when content has been uploaded. Also the…
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Manually send an attached file to a contact
Situation: * Each row of my sheet represents a different client's order and has that client's email listed in a contact-type column called, "Main Contact" * At some point in the process, I need to manually email just one of the many attached files in the row to the Main Contact. I do NOT want to send all the files.…
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Custom email notifications
We use smartsheet to track enhancement tickets that is logged with us, I would like to setup a "custom" email that is triggered for every phase a ticket might go to, example move from phase 1 to 2 then a custom email gets trigered with our companys custom info and details around the ticket. ? We have an outside logging…
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How to Format Alert/Actions Subject Line in Templates
Hi, I've created a project schedule template that I will use for multiple projects throughout the year (avg. 100). This template has a total of 4 different alerts/actions. The template will default to a subject line like this one for a notification: - "Changes to Schedule #1: Project w/Professional Print2: Notification"…
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Alerts for deadlines- Need help
Hi! I am trying to set up an alert for deadlines, but only if a box is checked- not for the whole sheet. So people can basically choose- yes, I want alerts for my deadlines, or - no, I don't want alerts for my deadlines. Right now I have a check box column set up- yes and no. So, I want it so that If the person checks the…
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Notification without changes in row or column
We have a sheet that track onboarding activity for new clients. Two date columns in the sheet are Follow-up Due and Follow-up Actual. I would like to send a notification or reminder to the assigned employee on the Follow-up due date if the Follow-up Actual is blank so they are only receiving notifications about open items.…
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History of emails sent for a row. Not Update requests.
I know how to retrieve history of emails sent to request updates. However, I need to be able to also see a history of just emails sent without requesting updates. Is that possible?
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Alerts & Notifications
Is anyone experiencing issues with setting up Alerts & Actions? I have tried numerous times to create automated updates requests and they are not being saved even though it appears they are saved (by the number next to Manage Alerts & Actions.
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Notification without parent row
Hi all, Have some rows hat are sub tasks below a parent row. Those rows are assigned while the parent is not assigned. I have a notification with a rule that sends a notification when someone is assigned. Problem is that it sends the Parent row as well. in the specific case we don't need it since it has the same data as…
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Approval Requests - Logo
Is there any way to add your SS logo to the automated approval request form?
