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Automatically copy data from email into Smartsheet
I am building a Smartsheet that will track work items for a group. One of the ways I need to have work items added to the sheet is via email. I want this to be automatic (fully automated) so that no one has to open the mail account and copy the info into Smartsheet. I looked at Outlook for Smartsheet plug-in, but it does…
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Automation Email Notification
Can be possible if the automation email from smartsheet comes with a Customize sender information instead of the information of owner of the sheet? We created a ticket system and the automation email comes with the owners name and when the people reply to the automation email send email to creator of the sheet. We want to…
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Notifications for adding people to a workspace
I'm wondering if I have something set incorrectly. I have a workspace that I want to limit access to. I noticed today that people with access have been sharing the workspace with others and now I have a ton of people in that workspace. I'd like to get a 'Request to Join Workspace' notification and then approve them before…
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Merged: Alert/notification sender email address
This discussion has been merged.
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Alerts & Actions Permissions
Is there a way to set the default Alert and Actions permissions on the sheet level to be the Least Restrictive? I have updated the template I am using to be the Least Restrictive, but new sheets are still set to Most Restrictive by default.
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Is there a way to email someone from a report?
Hi all, I have a published report and my leadership would like there to be a way to 'click on the contact' in the report to be able to send them an email. I'm pretty sure this can't be done in Smartsheet but I thought I'd consult the "brain trust" here ... We were thinking of trying to create a hyperlink with an email in…
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Automated emails look
Hello, I have my sheets set up right now to automatically send out an email with an attachment when a box is checked. I have received complaints that the emails look to formal and or spam like. Especially when the sender is "Your name" via smartsheets. Do we have any way to change the look and or sender information? We…
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Workflow that Generates a report for signing
Hi, We have built a form that creates a record for a client hand over inspections but it needs signing. We currently have adobe fill in and sign. What is the best way to get the form into the ipad app to have the client sign? Can i create a workflow that automatically emails a pdf report for the record to the users email…
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How do I track incoming emails in a Smartsheet?
We are getting slammed with inquiries to our info@ gmail address. I think there's a way to send all those emails to a Smartsheet so I can assign, triage, and track our responses.
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Counting people with the same email domain in a multiselect assigned to cell
Hi there I have a multiselect Assigned To column linked to a contact list. So the contacts are displayed with their full names. Email addresses are shown in the hover over menu for each contact as per usual. I want to count how many of the contacts in the cell belong to the same company. I.e. have the same email domain. In…
