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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?
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"When Triggered" Automations Behaviour
A colleague of mine has sent me a question that has stumped me and has got me thinking my understanding of how automations work has been wrong. She sent me the following: We have automations that are set up to send when triggered that send emails to support when someone requests access to one of our products and also a…
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In my automated notification I don't want the link to the sheet to show. How can I remove that?.
I see an option for message only, but then I would have to enter each of the fields I want to include. Could there be an option of "Specific Fields only" The reason I don't want to have the link is because the person getting the email does not have and does not need access to the sheet. If the link is there they will click…
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Use form field to send confirmation email to
Provide an option to have a copy of a submission sent to an email field on the form rather than needing to re-type.
