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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…
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Send automatic reminder Notification on 1st Day of every month
I see lots of posts on end of month, but can't find what I need, which I thought would be a common request. I have a column with the Status of Action Items e.g. Open, Closed, Returned, Not Started etc. On the first day of every month I want to automatically send a reminder Notification to all owners of Open and Returned…
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Smartsheet Profile
Okay, first I am a contractor. I work for a Staffing Agency, and the client is Medtronic. Now, I am trying to be proactive here (FL is a right to work state). I have my current Smartsheet account (and community profile) through my current job at Medtronic. Based on someone's suggestion (which was for getting certified so…
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Reminder if Nothing has Changed in a row
Hey, I am trying to add a reminder or notification to people (identified in the row) if they have not updated anything in the row in the last month. Is there a way to do this? If not, I would also be okay if having a notification/reminder go out to people (identified in the row) if a specific column has not been updated in…
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Address Capture
Hi There, As part of some of my Smartsheet applications I need to capture address details. Currently I'm using multiple fields but it would be great if 'Address' was a predefined option. To cater for International use it could have Name. Address lines 1-3, state/province/Zip/Postcode/ country As part of the configuration…