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Automation Workflow Sequencing for E-mail Notifications
Hello, I've been rolling out some new sheets/processes to my colleagues and I've run into a little snag that I'm hoping to seek clarification from you awesome Community members. Scenario 1: I have an input form that will automatically assign requests to a user and I also want to send an Alert to that Assigned To user. When…
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Calendar Invite Automation
Is there a way to send automated calendar invites to something like Google calendar (preferred)?
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Alert or update if a column value is changed based on the column(primary column)
Example - I've columns warehouse and route . I need to setup a notification or alert if the route had changed for a particular warehouse. In this example , I need to send notification or alert for Test and PR103 as the previous values of route has changed for them. can someone guide me as to how to do this?
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Arrange meetings from within SmartSheet
Hello, Is it possible to arrange a meeting from within SmartSheet - instead of using Outlook. That way one could send a meeting invitation where the SmartSheet document would be an attachment similar to Outlook process. Thanks, Sigurdur
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Email content into a sheet
Box has a great feature where you can send an email to a specific box email account, and it will automatically put the attachments into the folder associated with it. It would be great if we could email a designated smartsheet email, and have it automatically add a line to a sheet with the attachment or content included.…
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Document Control
I'm wondering if anyone has used Smartsheet to set up a Document Control process, and if you have any suggestions to how I might get started with that. I would like to have a form log that generates sequential form numbers as well as a way to keep completed forms with a single access point. Automated approvals would be…
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Notification Email Background Color
My notification emails are now coming across with a colored background. Is there a way to turn this off in SmartSheet so that I don't have to do it when I forward my emails?
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Setting Automated Alerts based on last modified date column
Hello team, I am looking to set up an automated alert based on the last modified date column within my sheet. The purpose being an alert sent out to my team on entries that have not been updated within the last 3 days. I have not found a way to do this and after searching the forums I also have not found an answer for…
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3 Month Compliance Tracking
Hello SS Community! I've read lots of answers over time but never asked my own question so here goes nothing! I need to create a tracker for individual employee Compliance for training. We have many tests that each employee performs, but they must stay compliant within 3 months. They can't go 3 months without doing one…
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Preserving Approval Date
I heard in an ENGAGE 2018 video on alerts is that you can set an alert to request approval based on the values of one of the cells in the row. You can choose a column with drop-down properties to indicate that the alert was Submitted, Declined or Approved. Someone at the session asked if there is a way to know the date of…
