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Email import via Zapier
Hi I am auto-forwarding certain emails from Outlook to a Smartsheet list via Zapier. Everything comes across fine but certain data fields seem limited in space. The body of the email doesn't fully transfer. It seems there is a character limit to either the Zapier forward or to Smartsheet. How can I get the complete email…
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Attachment in Alerts (without attachment as trigger)
Hi Everyone, We have an intake form which is filled by our design team with project details and drawings as attachment. Once received, we review the details and allocate a project manager (PM). We have set up an alert to be triggered to the concerned PM once he is allotted the project. We want the drawings to be sent along…
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Emailing a row from sheets does not show who is cc'd for recipient
Hi All, Something has changed recently in this process, it used to be that if I sent a row to Andy, Bob & Dan - everyone would be cc'd on the email received & when anyone responds, everyone gets a copy - and a group conversation occurs. Now, when we send a row to Andy, Bob & Dan, the recipient does not see that anyone else…
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Using Automation to send single sheet email request, rather than multiple emails
Currently my automation is used to update my users once weekly to update any of their rows with the a cell marked 'Open'. This sends anyone with 8+ cells a single email spreadsheet of the applicable rows that they can review and then update as needed. To everyone else this is spamming six emails to update each row…
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Form Notification - Email Address
Hi, I have created a Smartsheet's form with an automated process behind it that sends approval requests based on certain criteria. Is there a way to change the naming on the email that people receive so instead of people receiving it as Name via Smartsheet <automation@app.smartsheet.com> the name could differ. I would…
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SmartSheet Alert Mail Sender
Hi all, I am the owner of 10 sheets each of one is used by different users. I have set up alerts automation but when the email is sent, it is always shown my email address instead of that of the user. This is a problem as the email is sent to external customers who are always receiving email from me and not from the…
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Project/Sheet Name in subject of Alerts/Request/Reminder
Hi everyone, I have a team managing several projects (80+) at a time. I have setup alerts, reminders etc for each project. So the same people will get alerts for different projects. How do I incorporate the project name (which is the sheet name) in the subject of those alerts so it is easy for the team member to know for…
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Approval Workflow Emails
Hi, I have an approval workflow set up in a form I've created. The email "from name" that is sent to the approver is the name of the person who created the form though. Is there any way to update this? Thanks!
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How do I set an alert to notify an assignee?
When I assign a task to a contact that contains an email address it does not appear to send an email to the assigned individual.
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Is there to way to access a Form from Outlook Add-in?
Right now my team sends requests via email and I use the Outlook Add-in to upload them my "to do" smartsheet. We have a form that they should be filling out instead, but it's almost impossible to get them to use the form because it is easier and quicker to just forward an email or email chain that has all the relevant…