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Documents in email
I think it would be a much better idea that smartsheet when attaching documents to an autoamted email, actually uploads the file. Currently smartsheet attaches a link, and this can cause confusion for users that are not actively using smartsheet in their day-to-day work. Due to the current format, this can lead to missed…
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Workflow Notifications not working as expected
We have a process where someone should perform some checks every 3 days and use a Smartsheet form to fill out the results. We want to send a notification if those checks have not been done in 3 days. I created a helper column. When the form is submitted the value is true. I created a workflow that if the Date completed of…
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Merged: Set Email Reply-To Value Based On Form Field Value
This discussion has been merged.
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Workflow not sending emails
I have a very simple workflow that is not sending email when rows are added. I have been testing with me doing the entry and I don't get emails. My notifications and Automation Permissions are correctly set. Can anyone provide insight or suggestions?
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Automated Emails
Is there any way that automated flows can send to emails outside of my organization? ie. Gmail, Hotmail, etc. I haven't found a way to make it send to those types of emails. I have changed the permissions within the automation to "Unrestricted" but that still doesn't help.
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Reminders and Notification format
Hello, I have an automation to send weekly notifications of the status of projects to the person assigned to the project. I noticed that the email received creates a message per row and not just one message with the summary table at the end. I have the same automation on other sheets and the format is correct. Is there…
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Include Help Text on Form Submission Copy
My organization currently has a site visit assessment form. Many questions on this form are too long for the sheet column headers, so the columns are just labeled Question 1, Question 2, etc. The actual question is then put in the "Help Text" field on the form. Many leaders who fill out this form opt to receive a copy of…
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I Need to set up email automation,
I need to setup email notification for 'Assigned To' contact list with respect to Caldue date coloumn. Every time I try the emails gets sent in to all the contacts in assigned to. Help me out ASAP
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I need to run an external report from our ATS software & merge it to smartsheets with automations
I will be pulling a weekly report from our ATS system to create a "master data sheet" of all of our requisitions. I want to put this into a smartsheet sheet & set up automations from this to allow me to remind our recruiters to complete action items & track the health of the requistions. How can I do this seamlessly &…
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Use generic name for Smartsheet automated notifications that can be easily updated
When I have changes in a number of Smartsheets due to personnel changes (terminations, new hires, promotions) I have to go through a large number of sheets to change the destination address for the notifications. For example, Kathy might be my accounts receivable person. When she changes roles, I need to change the…