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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…
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How to auto send an Excel spreadsheet only when sheet changes are made?
We have set up automated workflows for a Smartsheet and its associated sign-up form that we've created. Current state: We have a team who receives an hourly notification from the sign-up form if there are any changes to the form. The email contains a link. What we want: The team prefers to receive an exported Excel…
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Do managed resources get email alerts?
I think the answer is no - but would a managed resource receive any email alerts when given assignments in Resource Management?
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Smartsheet automated alert using Outlook Mail Group email ID: HELP needed
We are setting up alerts via automation and using an Outlook Mail Group email ID (CSIHOpExTeam@iqvia.com). This is NOT sending emails to outlook like usual. Has anyone been able to get this to work? Do we need to have our Smartsheet Admin do anything on the backend? We are doing this in case the person in charge of acting…
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Use Smartsheet instead of email correspondence
We've been using email to submit and correspond RFI's to our Architects. This has proven to be a nightmare. Is there any way that I could use Smartsheet for this back and forth correspondence capture? I've created a RFI form that can be submitted to the Architect for approval or additional comments, however, when they…
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Conversation notifications
When I @mention myself from a second account I get a notification in Smartsheet and by email. If I post a subsequent conversation message without an @mention then I don't get any notification. How do people keep up with conversation threads with no notifications without explicit @mentions? I am used to threads in Slack…
