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Setting Alerts on multiple fields with dates to remind me to re-run the check in either 1 year, 3 ye
I have an HR onboarding master checklist that shows the dates certain forms were signed and the dates certain background checks were conduced. I need to set alerts to let me know when a check (which will have a date in the field) needs to be re-run. In some cases, the time frame is annually, but in other cases its every 3…
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Satisfy all requirements; with different formats of columns
Hello :) I need some help :) i think i have a few steps i will need to complete .. however big idea is to be able to make sure multiple columns have criteria matched; then send a notification with an attachment as well as mark a checkbox complete .. initially i think i need to use a countifs formula to tally all columns…
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Creating Sub-Auto Numbers
Hello, We are currently using a web form for customers to submit a service request. After the form has been submitted a auto-numbering confirmation is generated and the customer is sent a notification with that confirmation number. When we process the request we often need to split the service request into multiple…
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One Time Links for Update Requests
Is there a way around the ONE TIME Link, WE NEED THE UPDATE REQUEST LINK to stay active and allow more than one entry. This will allow the user to add notes / comments as they try to achieve the update and obtain the information
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Invalid Alert/Notification
I am receiving notices of invalid notifications within various Smartsheets. When I log in, all of my rules for alerts are there, but the email recipients have been removed. I am the workspace and sheet owner; however, when I had a co-worker review the alerts within the same sheet the email address are there and no invalid…
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Email Function Not Working
Hello Group-- Noob here. We created a form where once it is submitted, an email notification is supposed to be mailed to two recipients. Everything works as expected, except the recipients are not receiving their emails. Troubleshooting includes having a copy of my form entries sent to me = works. Intended recipients…
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Approval Process - Ignoring Requests
Hello, I feel like I should know this (or be able to find it elsewhere in the community), but I cannot find the answer I need. (See screenshot) Basically, we have an approval process set up that works perfectly. As soon as HR submits a document, it is forwarded to Executive Approval. Once approved, it then auto-sends the…
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Sending Alerts based on Business Days
Hello, does anyone know if it is possible to send alerts based on business days instead of only days? We are a M-F operation and will not respond to customers over the weekend. thank you
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Notify the record creator when a comment is made
I have a rule set up as follows: When a row is updated, notify Created By right away I thought this would send a notification to the email address in Created By when a comment is added, updated or deleted, but it doesn't appear to be working. Am I doing it wrong?
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Looking for a way to send an automated email when using formula with TODAY()
Hi, I create a invoice register and would like to send out a reminder to manager for approval if there is no action by the manger after 2 days the invoice is raised. I set up a column called "Date pending for approval" with a formula "IF(OR([Approval Status]1 = "Submitted", ISBLANK([Approval Status]1)), TODAY() -…
