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Automated Workflow vs Reminders
I want to be able to have emails automatically be sent out 30 days prior to xx date for a sheet. I've been playing with the workflows and can get it to work but it needs a trigger. Whereas the "set reminder" can do what I want without a trigger but only goes out 14 days. Is there a way to get email notices based only on a…
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Add attachment to multiple sheets and respond?
I have a form where my customer can request certification documentation. The form logs in a Smartsheet for tracking requests. The automation sends an update alert out to my team, requesting a response. When they respond to the update alert, they can attach a file. What I would like is for the attachment to be added to the…
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Workflow alert - wrong user attributed with changes
Hi everyone My PM colleague received an automated email which alerted her to the recent changes on her sheet. At the bottom of the email it says 'changes made by Jim@xxx.com' (who has permissions in the Workspace as Editor - Cannot Share) and who HAD viewed the sheet, but had certainly NOT made the changes. The PM herself…
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Leveling Up Update Requests
One of the features of forms that I use frequently is the ability to add a "hidden field" with a value that is written to the sheet upon submission. This is really useful when performing a simple evaluation of form submission completion to trigger actions in workflows, for example. However, in contexts where I have a…
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Bidding or External Comunications
Hello- Is anyone using Smartsheet as a tool to manage bidding with external trades? Any info or insight is appreciated! Thanks! Crystal
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Automation the 2nd time a cell is changed?
In an attempt to reduce the amount of emails and notifications that my coworkers have to read, I'm trying to create an automation that only triggers starting from the 2nd time a cell is changed. I'm working with dates here and I'm looking for a way to basically ignore the cell change from blank to a date, and trigger an…
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Automated Update Request for Multiple Emails
Hello I set up an automated update request to occur every Monday morning for users in a specified column. This column allows for multiple emails per cell. I am getting reports the emails are not going to all users. It seems like there may be an issue with sending the email to those emails that are second or third in the…
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Adding row number to email sending attachment
We frequently send attachments to the next task owner (example, from document drafter to document editor), and we want the person receiving the attachment to know in which row the attachment is posted. Is there a way to do this? Right now the email just has a link to the doc.
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Not getting notifications today
Not getting notifications today
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Comments - Keep important ones on top
Hello, Are we able to lock comments on rows or sheets do that they stay to the top?
