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Merged: Add HTML formatting in Automation Workflow Notifications
This discussion has been merged.
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Emailing the admin group through automation when a row is added.
Since Smartsheet changed the way you add users and domains (outside of your domain) and made it a sheet, I want to setup an automation on where when a new row is added either by form or manually it will send a notification to a group. The group I want is the admin list in Smartsheet. Is there a way to do this? When I state…
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Send only Columns in row with data when sending Notification
Any way to, when sending notifications on a row being added or edited, omit columns that have no data? Say I had an order form with 100+ possible items on it. I don't want to send a 5 page email detailing all the items the person did and didn't order, I want to have the notification only include the handful of items the…
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How to only send 1 email if there are multiple lines in automation?
Hello! I am having an issue with automation emails. I have automation set up that will email a contact in a cell whenever a box is checked. The box is also automated, and is driven by customer-material# combination from a form that internal users can submit. There are instances where we may have multiple orders for a…
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Conditional Approval & Approver Automation
Hi - I've been trying to come up with the best way to implement a process into Smartsheet and can't really come up with an ideal method. Hoping someone can give me an idea or point me in the right direction. We have a process where a user submits an intake item and then it goes to a general group for them to review/update…
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Adding in Request/Ticket Number to @mention comment email notifications
Is there a way to make sure that when someone is @mentioned in a comment the automatically assigned Request Number is included in that email notification?
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Inventory Workflow to only include fields with missing items
Hello Smartsheet Gurus! I am attempting to create a workflow that notifies a team about low inventory in an email. There are multiple teams in my org. Each has responsibility for about 20 items. I have the workflow set up to only notify the team of their items status but I can't quite figure out how to notify them only…
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Reminder automation
Hi! I'm trying to set up an automation for weekly reminders if certain conditions are met / not met, and from what I can tell everything has been entered correctly, yet when I run it to test it seems to fail. Any help is appreciated! Here's a description of the situation and what I have set up: Several farmers markets have…
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Is there a way to update "Hello, you’ve been assigned a task as..."
SmartSheet sends out this notification, but we would like to personalize it with the change #, and description to be more specific...this does not appear to be coming from our Automations: Any/all assistance is appreciated, thanks.
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How do you confirm the identity of an approver in an approval request?
We discovered somewhat alarmingly that the Modified By column does not record the email address of a person making an approval but rather pulls information from the cell in the approver column. Here is the use case: An approval request email is sent to Person A, who forwards the email to Person B. Person B approves the…