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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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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.…