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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?
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Change in email address
Dear Members, My team at work has recently decided to use Smartsheet for or program scheduling, resources and dashboards. We have procured the Business licenses via our procurement team. However, when the the licenses were given by Smartsheet the primary email address that got assigned to it was the procurement team's…