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Update Notification Bell to Add "Proofing Requests"
Managing feedback for multiple proofs in multiple sheets can be extremely tedious, especially if relying on the large number of emails at your inbox for "Proof Accepted" or "Proof Rejected." Clicking through to each proof only to learn that you are still waiting on others to review, is very time consuming. If not keeping…
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Alert PRIOR to a workflow becoming invalid
Sheet owners and admins should receive an alert PRIOR to a workflow becoming invalid - this would give the owner/admin the opportunity to take action on what will cause the workflow to become invalid and keep workflows moving as designed. An alert will help owners/admins manage things like volume, capacity limits, and the…
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Emailing attachments without links to sheet
Hi there. Somewhat tech savvy here, but my expertise is in professional development, specifically in healthcare, and I'm falling short of figuring this out on my own. Here is a little background info. I issue a certificate of continuing education following most of the classes I teach. I have created an evaluation form and…
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Batch Add 100+ Preferred Contacts to a Contact Dropdown
Hi there, I'm attempting to add 100+ free users into a dropdown contact column. I imported the users into my Smartsheet Contacts but my goal is to have that same list present on the specific sheet contact column to avoid audit results being sent to the wrong individual. Is there a better way than adding one at a time?…
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Can I create a notification that has multiple contacts in one email.
Looking to create an automation notification that creates an email with multiple contacts on the same email. Such as adding contacts to the cc line of the same email. To allow the contacts to contact each other in the same email chain.
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Workflow set to trigger when row is changed, but is being triggered when a row is added?
I have a form that adds rows to a sheet and I have a flag column in the sheet that looks for certain values in the row and flags when it finds "TBD". SO when someone fills out the form and their data contains "TBD", it checks a flag on that row. Eventually those TBD issues are updated and get resolved in the sheet, thereby…
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Is there a method to determine which automation generated email?
I am receiving automation email, however I can't determine which automation created the email. I need to make corrections to the email. Is there a method or a clue within the email to determine which automation created the email?
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Is there a way to troubleshoot automated emails not being sent consistently?
I have a smartsheet for accepting new work orders. I have an automation that emails the submitter know once their work order has been assigned. I am getting complaints from the submitters that they are not always getting the emails. I am not sure how to approach the problem. I cant figure out if the Activity Log records…
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Smartsheet Automation Email - Sender
I've set my automations to Send from Smartsheet Automation. Some emails are right and others still show they are from the sheet owner. The emails are from the same automation. Does anyone know why it does not consistently work?
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Information in emails resulting from comments
Hello - Is there a way to customize what is in the email that a contact receives when that contact is tagged in a comment with @username? So for example, right now, when a user is mentioned in the comments, we receive an email with the row number and the info in the primary column. Would we be able to add any other columns…
