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Automation Email
I have created an automation to request a form update. Not all the users are receiving the email. I can push the update manually to the user who then receives the request update. The Row Action Indicator says the email went out and status is Pending. I am stumped on why some users get the email and some do not. Anyone have…
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Dynamic View
Is there a way to use the @name feature in the comments section of dynamic view? This is a great feature in the sheets but doesn't work for whatever reason in the dynamic view.
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Edits to existing recurring report attachments
When making changes to an existing recurring report attachment as an email, I am able to edit aspects like dates and recurrence, but not the distribution list. I have to cancel the recurrence and create a new one. Is there an easy way to update the distribution list for this instead of having to create an entirely new one?
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How do I import information on outlook email to Smartsheet without manual intervention
How do I import information on outlook email to Smartsheet without manual intervention
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Form Submission
If I create a form in smartsheet and someone were to complete the form, can I make it so that multiple people can be notified about the form submission and have access to the information submitted? If so, how do I do that? Can this be done automatically without me having to check daily and send notification via email…
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Sending out Notifications with Attachments
Hi there, I have set up Smartsheet so that when a Customer Order is fulfilled, the row of the Order is sent back to the Customer as an Order Confirmation. Also, we attach the Invoice for the Customer Order which should be sent back in the Order Confirmation. I have set up an alert which flags when a Notes Column is not…
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At Risk Flag triggered by upcoming due date and/or past due, and % complete less than 100%
Hi, I'm looking for formula help with the at risk flag. Goal: If target finish date is within 7 days OR past due, and % complete is less than 100%, then activate flag. when % complete equals 100%, flag can deactivate. =IF(AND([Target Finish Date]@row <= TODAY(7), [Target Finish Date]@row >= TODAY(), Status@row <>…
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Forms and Blank Rows
Hi, We using a Smartsheet form to capture Covid19 Screening Questions. Once submitted the person has their temperature recorded which is manually captured against the record. The problem I am experiencing is that the person capturing the temperature sometimes accidentally inserts a blank row into the sheet which results in…
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last, first to firstname.lastname@mycompany.com
Is there a way to take a column: Last, First and build Firstname.lastname@mycompany.com Scenario: I have data that is emailed to me as a cut and paste of part of a table. I send an email using the names included in this data. I have no control over the original spreadsheet, (so cannot have the sender manipulate the data in…
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Retaining comments in an approval workflow
Hi i have an approval workflow that isn't quite functioning as i'd like. It works as follows: * A Payments Officer inputs data to a sheet and creates a row comment to add context * they then change a status column to "Awaiting Approval". * This send an Approval Request to the contact in the Approver column * The Approver…