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Workflow Trigger Notifications Not Working
We have a workflow set to email an assignee (Program Manager Alert - email POC) when a trigger is tripped (Contracts Approval = YES). I have verified that my ACCOUNT settings are set to UNRESTRICTED for notifications. I have verified that my SHEET settings are set to UNRESTRICTED for notifications. I have duplicated the…
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Complex nested IF, AND with traffic light symbols
Hi All, I'm working on automating a symbol highlighter to indicate project progress as well as alerting if key milestones are being compromised. The formula below is structured based on the following columns: * Finish: The Activity completion date * Start: The activity start date * Date: A column containing fixed dates to…
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Workflows not functioning after Smartsheet copy
I created a copy of a Smartsheet that already had Workflows set up. My auto-emails are not sending from this new copy as they were from the original. The settings are the same and each automation is enabled. I even tried deleting and re-adding the recipients but it's still not working. Why could this be happening and how…
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Automation Trigger "When Rows are Changed" not working
I have been banging my head on this. I need to set up a very simple trigger that when a cell is updated, a notification is sent about that row. I am using the "When Rows are Changed" trigger and defining my cell condition, and filters. I have also tried the "When Rows are added or changed" trigger with no success. I have…
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problem copying email into smartsheet
up until Jan 26 I could open (from gmail) smartsheet and copy any email in my inbox and all of that specific email's attachments into a row of a smartsheet. However, it now gives me an error message for certain email that it thinks is spam. has anybody run into this problem and is there a solution? see screenshot of the…
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How do I find an existing Workflow and remove it?
On this smartsheet sheet I know I have a Workflow that sends notification whenever a Row Changes. Now I want to delete it however I can't find the Workflow itself. If I select Automation --> Manage Workflows... --> I can't find that specific workflow. Anyone can help? Below screenshots
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Can Resource Management to send and email notification to the user based on Confirmed hours?
I would like to set up a notification from RM that would notify the user on Monday morning that their previous week's time is less than 40 confirmed hours.
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Email automations in report not working
Hi. I need help with setting up a report to send monthly to specific email addresses every month. I saw others recommendations on automating the "Send as Attachment" in the report, which I tried and it is not sending the reports. Here's the steps I tried: I created a report "Gas Receipts Monthly Report" which will send a…
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Grouped Update Requests
I am looking for a way to send multiple update requests in a single email. Here is the scenario. Once a product is inspected, I want to check a Smartsheet checkbox saying that it passed inspection. Then I want Smartsheet to automatically send out an update request to our shipping department telling them to go ahead and…
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How to send an Update Request to a non-shared sheet user
Long story short: How do I request an update to someone who does not have access to the source sheet? Facts: We have a business development pipeline sheet that is owned and maintained by the implementation team. We add a new row with each opportunity and have a column of Contact that lists all of our sales people. We have…