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Automation to send form for a sheet at specified cadence
It would be nice in the automations to send out a form at a specific time, weekly, monthly etc. to emails so staff can be reminded to send over form responses on a project. Not an update, but fill out a form from scratch.
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Is an automated export of a Smartsheet to an Excel file possible?
Hi all, I have been having the most frustrating conversation with Smartsheet support on this topic and not getting answers to the question that I asked. I would like to set up an automation that will email me an Excel copy of my project plans on a weekly basis (or when triggered with a change - I don't really care) as I…
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How can I make an approver's view on the message notification field mandatory?
Making it mandatory will not allow approver to approve or decline without acknowledgement. Example creating a column that would say: "You acknowledged that accounting details have been reviewed?" Then enters initials. This has to be done prior to clicking approved or decline.
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Automation Error - Notifications
I'm having an issue with my notification workflows when someone submits a new request through a form I created. I recently updated the 'Submitted By" field on the form to a drop down option so those submitting new requests can type their name and their email address auto populates. Previously, the field was left as open…
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Merged: Emailing Dashboards as pdf.
This discussion has been merged.
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Smartsheet Editor needs to see if automated emails are getting sent back
I'm trying to use Smartsheet to replace a change request process we currently do with a form-fillable PDF that is emailed around, in this case by a department facilitator. We want to combine all departments into one standardized process and Smartsheet. However, one of the complaints is in requesting approvals for the…
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How do I create a "daily digest" of due or overdue tasks for a user?
Hi there, I've been searching the community for a way to deliver a "digest" notification each day to users who have overdue tasks. I think I could do this easily on a task-by-task basis with an automation on the project plan, but I'd prefer to send a single email to each user each day rather than an email for every task…
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Email for rejection of time sheet on Resource Manager
In Resource Manager, whilst using the approver view to approve and reject time sheet submissions… When a time sheet is rejected, the user does not receive an email to say that the time sheet has been rejected. · Problem: Users not emailed when time sheet rejected · Ideal Solution: When approving / rejecting time sheets,…
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Email notification with parent row are illegible!
Hello from Hamburg Germany, Unfortunately we receive the content in the email notification with the parent row illegible! On the other hand the email notification without the parent row is just perfect >> see the comparison 😏 How we can get the email notification with the parent row in the same style as the email…
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Is there any way when generating a document to have it (not a link) sent to an email address?
I'm trying to share a document once it's created, and some people may get lost if they go to the smartsheet to view. I'm trying to figure out a way to automate to send the actual document (not a link) sent to my email? that way i can create an automation from there that will send to everyone who needs it. My other thought…
