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Automated Workflow - Recurring Notification based on Date Field
I have a sheet where I need to have a notification sent to a team every 6 months from an entered Start Date. On my sheet, I have the Project Name, the Project Status, and the Project Start Date. It seems in the workflow setup, the only triggers are when a row is added, changed, or when a date is reached. My instinct tells…
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Show all the recipients on an email alert
It would be great if possible to show on the c/c part of an email all the recipients copied on alerts. I have many users requesting to have such functionality in Smartsheet alerts.
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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…
