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Systems and Services subscription renewal dates
I have a sheet which tracks the various systems we use and their monthly & annual subscription charges. We'd like to have SS tell us when a renewal date is approaching, particularly with the annual charges at first, but then have that date push out to one year (or month if it's monthly). A notification email would then get…
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Emails stopped being recognized and now it is not sending email notifications
Hi all, I have a Smartsheet that has been working perfectly but I started receiving that some people stopped receiving email notifications. I think I found the reason but I am not sure how to fix it. The reason is: The Requestor's Email column has been set up as follows since the beginning: This setup hasn't been changed…
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Adjust length of Workflow ID to prevent credit card misidentification by M365
We have recently implemented some automated workflows, and have found that Microsoft 365 identifies automated emails from Smartsheet as credit cards. If we try to forward those emails to external users, or if an external user replies to that email and starts a thread with us, Microsoft 365 flags the email every time…
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Update Notifications - why did it change?
Make it easier in the original platform to have notifications of variety and not change the way it looked. I learned today the look of outside notification looks just like a sheet change instead of notifying customers which doesn't look professional, and it is confusing could we leave what works alone.
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An Automation is triggering two emails at the same time (This wasn't happening before)
Here, you can see an example of two emails triggered by the same automation but at different times. This was not happening before… It's been almost a year without this issue but last month I started receiving feedback from people using the my smartsheet that this was happening. This is the automation workflow: There's no…
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Automation Emails
Please vote for this change https://community.smartsheet.com/discussion/132914/automation-email-from-name
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Change the "from" email address on automated emails
I am the owner but I have sheets built for a user and any time an automation sends an email the recipient sees the following: FIRSTNAME LASTNAME via Smartsheet <automation@app.smartsheet.com> I do not want my name on these automation emails, is there a way to change it to someone (workspace collaborators / users) via…
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Merged: Automation Email From name
This discussion has been merged.
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Workflow workaround or product enhancement?
Hi everyone, I'm trying to create a multi-action workflow where a document is generated and then an email is sent with that document attached. I'm trying to sequence it in such a way that the attachment is generated first THEN the email. My problem is that this is not the only attachment on the row. The data on the row is…
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Trouble with understanding Workflow
I work for a company that runs clinical trials; I want to create a way to send out vendor performance surveys to Clinical Trial Managers (CTMs) who work with the vendors on different studies. Each CTM is responsible for one or more studies, and some vendors are repeated in different studies. The CTM needs to take a survey…