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SSO and CNAME
We have an Enterprise license and have set up SAML2 SSO with a CNAME per the instructions at: https://help.smartsheet.com/articles/2476141-configure-saml-sso My users are able to go to my CNAME address (e.g. smartsheet.abc.com) and automatically log in which is what we want. However, when a user shares a link to another…
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Export and review my automation rules
I have 40 notification rules per sheet. Is there any way to export all of my automation workflows so that I can easily review them without going into each one? Thanks.
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Multiple approvals process
I'm creating tracking for a change process through various departments. What I need after project submission into Smartsheet is: Team 1 - intake, review, notes and approval (either approved - no comments, approved with comments, or hold - with comments) Teams 2-15 - same as above No one team's approval is subject to any…
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Salesforce Integration- Worth it?
Hi everyone! We currently use Salesforce, Quip & Smartsheet however, we have not yet added the integration to sync them. Can anyone tell me what the huge advantage is to justify the price of the integration? The video links are a bit vague & I need to provide a few good reasons, other than an auto alert if a new…
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Workflow creating multiple emails
Workflow is sending 4 duplicate emails. It's setup to run "When Triggered" with conditions set as: - when row is added (which only happens once) - specific value Any suggestions on how to stop this?
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How to automate a reminder to include parent row of the child row
I have a child task that I would like to send to the assigned person for an update. However, the email reminder sends only the child task, not including the parent row. Ideally, I want to use the "set a reminder". How can I set the email reminder to include the parent row?
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Multiple Update Requests In One Email
Greetings - I currently have employees getting multiple update requests in one email. Please see the attached screenshot for an example. I am needing these to come thru as individual emails and not multiple update requests grouped into one email. Am I missing something in the settings? Hoping someone can help me sort this…
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System deleted an automation?
We had an automation set up on a sheet to send a notification to a Teams channel when there are rows added via a form user. This morning one of my colleagues got an email from system.smartsheet.com stating the automation was disabled because one or more blocks in the workflow was invalid. We opened the Automation menu in…
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Recurring Workflows - configure a workflow with a time-based trigger
Hi All, Great news! I just got a message that Recurring Workflows are coming soon. Customers have requested the ability to set up workflows that repeat on a regular schedule. We're preparing recurrence for time-based workflows so you can save even more time on repetitive steps, such as daily due date reminders and weekly…
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Alerting Contacts in a cell
Hello, We have a sheet that we use as an IT ticketing sheet and Form. I setup an automation so that whenever a comment or attachment is added to a row it will notify (email) whoever the assigned technician on that ticket is. This works great when the end users comment, however, when the IT technician makes a reply or a new…
