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Trouble with understanding Workflow
I work for a company that runs clinical trials; I want to create a way to send out vendor performance surveys to Clinical Trial Managers (CTMs) who work with the vendors on different studies. Each CTM is responsible for one or more studies, and some vendors are repeated in different studies. The CTM needs to take a survey…
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Bring back the old automated Smartsheet notification layouts
Recently, Smartsheet updated their notifications so when it sends a notification, it no longer includes the name of the sheet. For companies that work on hundreds of sheets, this is tedious to have to click "open Smartsheet" for every notification to find out which one sent it. Bring back the old notification template…
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Clicking on "Open In Smartsheet" in email should turn off any active filters in the SS
When one tagged in a comment of a sheet using the "@", that person gets an email with the message. But often the formatting of the message is a little too condensed so the next logical move is to click Open in Smartsheet in the email. This should take the user to the exact row. In a large sheet (many rows) and where users…
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User Email in Column instead of Name
Is it possible to get the Smartsheet user email in a column in addition to or instead of the user name? I'd like to be able to do a lookup on the email address. The email address is relatively consistent among various applications and names are not consistent. (I did search, but since the changes to help and community were…
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Are Smartsheet Automation Emails Secure?
Hello :) I have multiple automations set up for email notifications. I just want to confirm, are these emails sent from automation secure?
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Can I decide how many notifications per day I want to receive from automations?
Is there any sort of limit I can place on daily notifications I receive. Getting a batch twice a day would be helpful, but currently receiving far too many for it to be productive. I do see in notification settings I can select preferences on what actions can trigger a notification, but I don't see any sort of limit. TYIA!
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Possible to automate emails to send select attachments?
Is it possible to have certain attachments be sent via email and not other attachments? For example: A PDF is generated after an invoice is submitted. We want this PDF to be sent, which is how we currently have it set up. However, the workflow is set to send when an attachment is added, so the person is notified each time…
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Update Request Improvements
I would like to suggest: The option to "Include Parent Rows" when sending Update Requests (similar to the option when creating a Filter) in order to provide the context for the row in question. Include a link to the sheet in question from the Update Request Form, not just the email. Automatically include the Row Number/ID…
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Email flexibility - a CC option
Hi There - part of the function I use Smartsheet for is notifying folk around changes. This almost always includes a specific recipient and a number of FYI's. Currently all recipients are at the TO: level in any email, it would be elegant if there was a CC: option as well. Although I probably wouldn't use it Bcc: field…
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Inclusion of Workspace name in Backup Failure email
In the email communication of Backup failure, please include the Workspace name so the user can identify and scheule a manual backup. In the completion email, name of workspace gets included but in the failure email, it doesn't.
