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Volunteer Allocation
Hi All, I am attempting to find a solution for a specific manual task that is error prone and very time intensive - We need about 300 volunteers occasionally on short notice and need them across multiple cities in 20-50 specific locations (we do not know these specific locations until last minute). I have built a survey…
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Form from one sheet populates another sheet
Hello SS gurus, I am relatively new to SS "in the field", although I've watched over 20 hours of videos from the SS Learning Center so I have a good understanding of the mechanics. Here is what I'm trying to do... We need to track inventory in our supply room: items on hand, items removed, items added, etc. We would prefer…
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Default Sort for Email Reminders?
What is the default sort for email reminders? I have an Automation set up that has "Sent to specific people" and goes to multiple people, some of whom are within the Contact column. I want to customize the sort of the Contact column so it's easier for the users to find their information quicker and easier. I have to send…
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Update Request email text is not sending
Hello. I have an automation setup to send update requests to others in my team. The automation itself works fine with the conditions that I have outlined, but the issue is that the email notification text I have entered doesn't send to SOME of the recipients. We are all in the same org. This is causing a problem as I have…
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How can I stop a "send as attachment" email notification on a deleted report?
I had set up a weekly schedule to send a report as an attachment for a team member. This team member has now left the team, and I deleted this report as it was only relevant to them. I assumed that would end the weekly notification emails being sent to them, or I didn't really give it a second thought since that email…
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email replies not going to smartsheet
I was informed that a co-worker replied to a comment via email, however the comment was not in the smartsheet. I tested this using my work email address and it did not work either, so I also tried using my gmail address and it worked perfectly. I checked with IT and they see the outbound traffic and the email did not…
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Automated email subject line text
So, if you automate emails (workflows) and forgo customizing the message, the email title is autogenerated as follows-- For Alert Someone: Changes to [title of sheet]:[primary column text] For Update Request: Update request for [title of sheet]:[primary column text] However, when you customize the message, you can assign…
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Formatting Options Inside Messages
I am setting up some automations and would like to add some formatting to the message being sent to a customer. For starters it seems like Smartsheets is ignoring carriage returns. And is there any way to insert a hyperlink? Thanks
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Alert Automation Not Working - Alert Triggered on Row (field) Change
Hi, I have setup a few automated rules to alert a user within a column (me) to changes to specific fields. I can't see what I could have done wrong in the config as its such a simple thing to setup but would like to know if I have missed anything here. Screen shots attached 1) of the fields in question 2) of the rule I…
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Is there a way to trigger a workflow if an end date changes by 5 or more days?
I'm looking to create an automated workflow to copy any row from a project plan that has the end date changed by 5 or more days. Is there a formula I can include in the automated workflow to accomplish this?