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Automation and Attachments
Hello! I am working on some workflows and one of them is to send a notification when a document is sent out. Cool, easy, not a problem. If this box is filled with this AND an attachment is added, send a notification. My question is if multiple attachments are added before the box is filled (over time, not at once) will…
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One Approval for Multiple Lines/Whole Sheet
Hi everyone, I have stuck with this problem for a while and seen many questions about how to consolidate the approval requests to be sent in one email. It seems like the only solution so far is to create a report with a approval column that has checkboxes for approve, deny, etc. My concern with this way is that, in case…
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Workflow notifications
I've sent emails to collaborators informing them of their access as well as sent the collaborators requests for approval via workflow. Not all of the collaborators have received emails from Smartsheet. All the collaborators have been set up in my contacts. Is there an additional feature I need to activate for all the…
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Workflow automation isn't triggering emails
I am having a crazy hard time getting this workflow automation to trigger emails! I've tried it as an alert and an update, I've tried deleting and re-entering it, I've tried changing the field that triggers it...no emails showing up in Smartsheet itself, or in users' email inboxes. Here's the workflow: The "Hand Off to…
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Restricted view in dynamic view. I want to use multiple e-mail addresses to restrict access.
I have created a reference sheet where per account the e-mail addresses are joined i.e. =JOIN(CHILDREN([Primary Column]@row); SUBSTITUTE([carriage return]@row; "-"; "")), In the Carriage return column I have a - CR-. I have multiple sheets that are using forms to receive data. Based on the entered data, the "account" field…
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Automatic Deletion
I am looking for a way to set up an automation for deleting rows in a sheet. My firm is unwilling to go through security testing right now and is wary of putting sensitive data on Smartsheet, but is wanting to use a form to collect the data. They propose that a notification is received when someone fills out a form and the…
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Best Practices for Browser Zoom - HOW TO TURN THE ALERT OFF??
I know there may be some row alignment or auto-scrolling issues if my browser zoom is set <90% but these things wouldn't impact what I'm doing 90% of the time; however, the message at the top of my screen is relentless and disruptive. Aside from fixing zoom %, does anyone know how to prevent this alert from alerting?…
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TODAY() Automated workflow birthday not calculating correctly
We've automated a work flow for birthday notifications - so we can celebrate folks. The workflow/notification shows an incorrect calculation - age = 20, when it should be 21. Here's the notification: And here's the data we're pulling from, showing the correct age calculation: I'm assuming this may have something to do with…
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Notification when on a character (like a comma) is added to a cell
Our teams are managing portfolios of projects, often associated to multiple Opportunity ID's (tagged from Salesforce) in a unique field. The Opportunities are sometimes combined in a free text field and separated by commas. I'd like to be notified when this cell changes and includes a comma. Is this possible?
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Mismatching cells notification
I'm trying to create a notification if two cells do not match each others values. We currently would need this is a production environment where a PO quantity is created and as the item is produced, if the department doesn't log the same quantity as the PO, the notification is sent to the supervisor. For example. IF PO…
