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Bundle together rows under 7 and use placeholders in workflow automation update request
We have a scenario where Sponsors are asked to provide short updates on all of the projects, they have responsibility for. The notification they receive includes placeholders to show the project name. The feedback on this is that they would like to receive one email showing all the projects they are responsible for and the…
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Automation/Workflow Example/Tests
Although it's typical to need to run a few tests for a workflow or automation, it would be great if we had the option of previewing what the automated emails/notifications/alerts would look like for individual users with different types of permissions. A view "View As" type of feature.
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Row Link - Can it be extracted or used in an Alert or Form?
My users are getting a little lost when they are sent to a sheet via an Alert or Update Request. It would help if there was a way to point them to the correct row. I know you can get to the specific row via selecting the row, right clicking and selecting "Properties", then looking under Row Link, and the URL/hyperlink…
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Looks & format of automated emails
Hello, I would like to use automated emails & reminders for client-facing communication. But the amount of irrelevant information enclosed is a problem. Are there currently solutions to any of these? 1- Unnecessary header that has a Log In button next to it which confuses external contacts who do "NOT" need to get into the…
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Smartsheet SPF failure since November, coming from Sendgrid
We've been getting problems receiving emails from SmartSheet since start of November – failing SPF checks as the IP of Sendgrid is not within their spf record. Looks like emails prior to November were being sent out via Mimecast which is in the SPF record. For security reasons we’re not adding the domains into the allow…
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Trigger a monthly approval automation?
Hi there, A team keep track of hours worked per project on a sheet that looks like this. I'd like to trigger a workflow that sends the project manager an approval request on the first date of each month to approve the work completed the month prior. However, I do not want the project manager to get separate emails for each…
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E-mail notification ONLY to assignments that have changed?
I've got a workflow that notifies people when they have been assigned a task or assigned as task lead. If we add/remove a new person then all of the assigned people receive an e-mail notification. How can I restrict the notification to just the new/removed person?
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Alert/Notification when line item hasn't been added
I am building a sheet in which 6 managers provide updates in the form of line items. Each week our Director reviews this sheet for the latest updates. I am looking to create a notification system that would go out to each manager that doesn't provide at least one update (add one line or modify an existing line) in the last…
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Is there any way to generate an email of a submitted form to myself, in order to reply later?
We're looking to use a Smartsheet form instead of a hard-coded form on website. Currently with that system, someone fills out the form, we get an email and can then respond accordingly (if they've selected us to do so), all the while transferring the data from the email to our tracking sheet. What we'd like to do is use…
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Why does my simple flow not working ?
I have created a simple flow that whenever an input is reached the sheet through a form, an email has to be triggered to the sender as an acknowledgement. This was working for some time and now this is completely stopped working. It doesn’t respond event when i trigger this manually from the workflow screen.. Any idea?
