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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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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() -…
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Update Requests from Mobile
Why can't I send an Update Request from a row in the mobile app? I tap the row to open it to edit and I'm not able to send an Update Request. I'm on an iPhone, if that is important.
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No comments when selected in Delivery Settings
I have an Alert & Action rule to send an approval request when a box is checked. That works just fine. What's not working is the inclusion of the 'Comments' field/'column' when selected under Delivery Settings in the rule. The dialog box shows "Include: 4 columns, comments" however, comments are never sent in the email.…
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GMail for Smartsheet App
When I open some emails the smartsheet app opens at the right of the screen as expected. This does NOT happen with all emails in my inbox. Why not? Another issue with the same app is that it will connect to some of my sheets but not others. Again, why not? I do not see any configuration changes I can make that allow or…