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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…
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Automated interactive Subject line and email / Update request
I love the the automated update/approval emails feature and i wonder if its possible the subject line can add more information with a code trigger from one of cells and not to have the exact same subject all time Also the sent to email to be triggered from contact email and not same email setup Thank you
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Conditional formatting in alerts
How can I get conditional formatting to display consistently in messages sent through alerts? I have one sheet where this works well, and colour-coded rows appear as just as they do in the sheet itself. However, I have another sheet where only some of the formatting is shown, and none of the colour coding (which is based…
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(G)Mail as input for a new task in a smartsheet table
Hi all, how can I create a new task in a smartsheet table by receiving an email via gmail? And sending back the (ticket) number to the sender? Thanks, Joachim
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Parent/Children Flag Formula
Hi all, I'm trying to create a formula that will flag a child row if a certain date is within a # of number of days, but I'd also like it to flag the parent row if any of the children row are flagged. I am currently using these two formulas: for the parent row - =IF(COUNTIF(CHILDREN(), =1) > 0, 1, 0) . . . and for the…