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Alert Task Owner when change is made by someone else
Hello All, I have a task sheet that is shared with multiple users. I have a field for the name of the Project Manager and a field for the name of the Task Owner. I would like the PM to get an alert when the row is updated but only if the update comes from someone other than the PM. In other words, if the PM is updating the…
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Secondary Notification Automation -
I have a request form built that will be released throughout our region. Based on which office location is selected, a designated person will receive a notification that a new line has been added to the sheet through the form. Example: Someone in Austin, TX completes the from - John gets notified. My quandry: If John does…
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Form row count alert
I created a form for people to sign up for a class. I have 8 sessions available for the same class but with different dates and times. The maximum amount of attendees we can have per session is 150, so the sheet will end up having 1200 rows if all the sessions get full. I want to try and get an alert for when each…
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Why isn't my automation working correctly?
In my sheet I have a column with a countif formula that's referencing another sheet. I have an automation that sends an approval request when this column changes. When the value changes for some reason the approval request is not being sent. Any ideas on whats going wrong here?
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Trigger Approval Request with the submission of an Update Request
Is it possible to send an automatic Approval Request right after an automatic Update Request was filled in.
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Ensuring Automation Alerts Stay in One E-mail Thread
Hi, We created a variety of automation alerts for our business development team to receive alerts related to the progression of a specific patient through the referral process. Ideally, we would like for the e-mails regarding the same patient to remain in one e-mail thread for organization purposes. I set the subject line…
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Find highest value and return matching column header
Hi Everyone, I have to inspect several cavities in a process by using a Smartsheet form. Then, out of this database, I would like to know the highest and lowest cavity weight along with the cavity #. I wonder how can I do that. Here is an example: If Cavity 2 has the highest value, and Cavity 1 has the lowest value. I…
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Automation 'Copy to another sheet' doesn't work
I have set up an automation rule to, when triggered, copy rows to another sheet. My trigger is a certain field that changes from 0 to 1. I've tried a couple of times and non of my rows are copied. To test it, I added to the same automation rule to not only copy my rows, but also send me a notification when this field…
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Linking form to email
I took over a smartsheet account and the form she built to help her manage the business. The form used to automatically email me and another employee with submission form entries (as well as populate information to a smartsheet). As of this week, we aren't getting the emails. I've tried to figure out where under forms…
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Sheet Owner on Automation Emails
When a notification is sent, the automation email is sent like it is coming from the Sheet Owner rather than the user that actually updated the row and triggered the notification. This is confusing because often times our customers don't know who the sheet owner is or they don't interact with that person. Can this be…
