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Generate PDF and email
Hi, I have a very simple sheet that I wish to turn into a PDF (all rows and columns) and email out each week when a value in a particular cell is changed. I can get an automation to send an email when the cell is changed, but I can't figure out how to generate a PDF which can then be attached to the email. Is it possible?…
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Is it possible to use the "request an approval" automation without "send me a copy of responses"?
Hello, We are developing an outward-facing sheet that will be used by external clients. We need them to select Yes or No on a question provided. The issue we're having is related to the "send me a copy of my responses" option at the bottom of the approval. The external clients are able to select that, and then receive an…
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Is there a way to send a report every 2 weeks to each contact with a list that shows only their task
Is there a way to have a report go out every 2 weeks to each contact with a list that shows only their tasks? Here is how my sheet looks (attached). I know there is a way to send automation when something is coming up or is late, but I want a list of all tasks regardless of the status that are only assigned to the person…
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Recurring Alerts/Update Requests for an entire sheet.
Hi, I have noticed that the criteria for sending update requests to an individual in a 'contacts' column can be set for a specific date, but I am looking for the ability to send a routine monthly reminders/updates to these individuals on a recurring basis. It appears the functionality for routine updates exist at a Row…
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Allow for custom/manual entry of custom email domain
When configuring a custom email domain, the email domain set up wizard only allows you to select a pre-determined email domain, which consists of "smartsheet".+(primary email domain) or "smartsheetmail".+(primary email domain). Per enterprise email policy at Johns Hopkins, automated emails sent from associated vendors may…
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Merged: Allow true Customized Emails
This discussion has been merged.
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is it possible to change the look/format of email notifications?
Specifically the conversation notification. I'd like to remove the "reply in smartsheet" button at the bottom since people don't read all content, and encourage the recipient to reply directly to email.
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Notification Workflows using Multiple Contact Columns
I have 4 contact columns in a sheet that I want to use in an alert notification. Does anyone know what would happen if the same name is repeated in multiple columns in a single row. Would the person receive duplicate emails?
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Smartsheet App - Sharing Workspaces and Sheets
When I share a sheet or workspace on the browser version of Smartsheet, I have the ability to check/uncheck notify people. I would like that same feature on the app. Currently there is no box to check or uncheck, it defaults to sending an email to the person I am sharing to. In my organization, we do not like to send…
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Automation isn't updating my email subject line as I had entered - what am I doing wrong?
Hello, I am having issues with automations not updating to show the custom subject line I entered for emails. I am not sure what I am doing incorrectly. Can someone please review the screenshots below and advise me? Thank you! Here is what I expected to see in my email: Here is what I got: