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Dynamic Reminder Notification
Question: I would like to automate an email notification to the assignee based on a date column, which has intervals of Monthly/Quarterly/Bi-Annually/Annual for the subsequent notification. Technical Challenges: Based on my findings, there are no direct features to support this. Automation> Alert someone Notification based…
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Automation set to send an email each time a row is added but multiple rows are being sent togetherr
My automation is set up to send an email with the row information each time a row is added. However, the automation is sending multiple rows in each email. I need the email to send only one row at a time.
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Automated emails based on cell values
I am trying to decide what the best way to set up an automated weekly email would be based on the image below. Basically, I want to send something out weekly based on the column items that are not meeting a certain set par level. For example the weekly list should include all items with '0' and exclude items that greater…
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Is there a way to send an email to a sheet and have it create a new row?
I am looking for a way if possible to create a rule in my outlook that could forward emails to a sheet and have them appear as new rows.
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On-call schedule communication
We have an On-call schedule in which Person A may be on call and ask persons B, C, D, and E to take over a shift. The On-call column is a contact email list. Persons B, C, D, and E will receive an Update Request to identify if they can cover that shift. Persons B and C respond that they can cover the shift. Person A will…
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Workflow automation alerts that are supposed to include comments are not as of today.
After receiving over a dozen notifications that people are requesting access to a sheet after receiving notifications about a rejection I did a little digging. Comments are used to give the rejection reason so users can correct and re-submit. As of today, the comments are not being included in the notification. It is not…
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Automation spanning multiple sheets
Current organization: within a single folder, there are about 10 sheets, each for a different project. The same Assignee will be present in multiple sheets. I want an automation that will send a daily email to each Assignee listing all of their open tasks (i.e. start date has been met). I can do this for each individual…
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Improved User Auto-Provisioning
It would be great to be able to specify some additional options for user auto-provisioning: Have the ability to add auto-provisioned users to Groups automatically - Being able to add new users to an "All Employees" group automatically would mean they could have access to some resources by default. In my case, users…
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Email alerts on reports?
We have 100+sheets that I have rolled up into a single report that contains due dates for tasks. I would like to be notified if any of those due dates are not met, without having to set an email alert on each of the underlying sheets.
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Weekly Reports - Best Practices or Tips?
We need to send weekly reports in one email that pull information from a few different reports. We have it all on one dashboard, but I don't know of a way to send dashboard summaries by email. And they don't want to go to Smartsheet to view it there - it's got to be in an email. Ideally, they want the information in the…