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How do I send row data to an email contact in the same row every 30 days?
I am wondering if anyone can help point me in the right direction in setting up this smartsheet. We are trying to automate an email notification for over 100 employees for when they receive a time accrued balance at the end of the month. I was thinking each employee will have their own row with the time accrued balance,…
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Emails sent from a Smartsheet Form
When a client completes our registration form and would like a copy of the FORM with their answers emailed to them, Is it possible to change the email address from "Smartsheet Forms" to and email address from our agency? Thank You, Stephanie
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Completed Tasks removed from calendar
Is there a way to remove completed tasks from the calendar without removing them from the sheet? I have a done column that checks off and greys out the row but the information still shows up on the calendar is there a way for it not to show up on the calendar? Thanks in advance.
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Multiple emails sent for same automation flow
Hello all, I wonder if any of you have created an automation workflow that sends the same alert multiple times. I have two people who are getting four emails every time the automation is triggered. I have changed the workflow to alert me, but I only get one email when triggered, so I am not sure why two different people…
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Basic Automation flows not working
I cannot for the life of me figure out why the most basic automation tasks are not working. I have checked my permissions and I should be getting notifications, but my workflow seems to work very sporadically. I want the email to be sent to the PM when the "helper box" column is checked just so I can see what the email…
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Has anyone successfully triggered an alert using only a checkbox as the requirement?
I created an alert to trigger when a check box is "Checked," however, the alert has still not arrived in my email, including the spam folder. I wanted this to print out a request for our working files without manually creating an "Update Request" each time I need one. I have tried the trigger as both "When rows are…
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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?