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Automation of Update Requests
My team each has a sheet on which they need to ask faculty preferences. I have built out an automation to send the request. When it sends, it sends the request for all the rows, not just select ones. However, testing the automation allows me to select which rows I want to send. How do I build this into the automation?
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Email change to Workflows sent to specific people
We are going through a merger and are moving off one email domain address over to an other email domain address. We have a 100 plus workflows referencing the primary email address. We reached out to support and were told that there is not an easy way to update the workflows with the new email addresses. One approach was to…
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Why are my workflows issuing multiple notifications?
I have about 7 flows running on an incoming request sheet. when the approval is requested only one email is sent out, but if the request is declined, the end user gets 7 decline emails.
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sending emails from dynamic view
Good morning, Is there a way to replicate sending emails from smartsheet in the dynamic view screen? I see the comment section but I do not see where you can start an email from dynamic view.
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Automated Email Format / Content
Hi there, I’m working on an automated email that I need to go to stakeholders once per month and cannot get to work. In short, I want a monthly series of emails to go out from a sheet. It should be one email per customer’s data rows, but the email goes directly to the salesperson (Contact column) and has *all* rows for…
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Comment Automations
Greetings, Smartsheet Jedis! Is there a way of setting up an automation that alerts "specific people" as well as a "contact in a cell" whenever a comment is made on a sheet WITHOUT sending an alert to the person that submitted the comment? We currently have an automation in play that pings everyone whenever a comment is…
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Trigger Notification
Hi there, I'd like to have a notification trigger when a box is checked in a "Complete" column for one particular row to send a notification to all contacts in an "Owner" column. What is best practice for this? Owner Column with email contacts Checkbox for "Complete" Column (other checkboxes were formatted to basically…
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How to send alerts with link to the sheet WITHOUT sharing changes?
I have a smartsheet that includes automation to alert users when the sheet is updated. We want for emails this triggers to include a link to the sheet, as most users won't work primarily from smartsheet, but we cannot allow users to see the email address of the user who made the change for security reasons, and therefor…
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Changing Email due to employee quit
We have an employee that is no longer with the company and I need to change that email on his account. I can not figure out how to do this. Any help?
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Is there a way to make the form link clickable in google chat notifications from Smartsheet?
Right now, when I send a reminder to fill out a form with the link, it is not clickable (the smartsheet app is, and the email notification is), but, this is odd as for a while I only had my G-chat notifications on for receiving smartsheet updates/notifications, but had to turn on my emails again in order to receive the…