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Request Update -- Can you categorize assignees into TO & CC?
Hi - I use the request update feature a lot - but, would love the ability to send the main "request" to the person doing to task and perhaps their manager or teammate as a CC? When I send to multiple people - there is always confusion on who should answer the update. Those CC'ed would see that their are only a copy & not…
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Filtered View in a Reminder
I want to use a filtered view in a reminder sent to all users of the sheet. Two other alternatives if that cannot be done would be to create a reminder in a report, or to stop the SmartSheet from displaying in the standard reminder. The goal is to send a reminder to team members that shows just the current phase of a…
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Feature Request: Reminders with a custom days before/after or more day options
I am interested in setting up a reminder for rows where the 'Target Date' column is 30 days away. I'm only able to set reminders 14 days before a date, but it would be really helpful to send reminders at least a month out for more long-term projects.
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Filtering Alerts
We use a sheet to keep track of documents in the review process. Is there a way to set a filtered alert so someone identified as a document reviewer gets notified when they have been added as a reviewer? Would also like to know ifthere is a way to filter an alert so that a user who uploaded a document for review only gets…
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Setting alerts in Smartsheet
Is it possible in Smartsheet to set alerts in the way that I will get a specific columns in email notification as I can do it when I send a raw to somebody? I don't want to see whole information from rows in my email notification but only specific one. Looking forward to hear from you.
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Cell value if there is an attachment?
I would like to add a cell that will show certain text if there is an attachment to each row, is this possible?
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Unique Alerts
I have a sheet where when a user fills out a form they check the first person the task is assigned to when that person completes the task they uncheck their name and check the next person who has a task to complete. So I have alerts set up to send emails when their name is checked. The alert is set up like: "Send Joe and…
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Capturing Email Responses
I would love and really need to capability to for Smartsheet to capture responses to emails in the comments. Example if a user sends a document for comments through SmartSheet email as users reply back I would want to see those replies in the comments. Rather than having to log into smart sheet leave a comment and then…
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resource-based Notifications per line item
Hi community I recently created a sheet which employees in our company can complete through a webform. I was wondering if it is possible to send a notification to one of our team members in case a certain field is chosen (dependency driven notifications). For example, if a record is added by an employee and one of the…
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Guidance on using Smartsheet to support PMO processes
I am about to move my PMO process to Smartsheet and am trying to figure out how best to structure this. Currently, we have a standard set of tools that we issue to a project manager when the project starts, this includes Scope, Business Requirements, Test Plans, Meeting Minutes, Issue/Decision/Risk Log, Project Plan etc..…