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Automation for expiring dates
Hello, I'm trying to create an automation for a coloum of expiring dates. Each row is associated with a different email, so when the date for their insurance is expiring in two week I would like to sent out an automatic notification to that email address associated with that row. Is this possible?
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Copy of My Response Email
Hi, there. I have a couple of questions regarding the email that is sent when a user chooses "send me a copy of my responses" when filling out a form. 1. The email is coming through with a high importance flag. Is this standard? Is there a way to change this? 2. The email sender is forms@smartsheet.com. Is there any way to…
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Alerts - Notifications to Groups
Is it not possible to set up a Notification alert to be sent to a Group? I only see the ability to send them to individual users.
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Automation Workflow - Error Check
Hello! I am setting up an approval workflow and have run into some questions. Example: Trigger: If "Status" is set to "Sent for Approval" Action: Send approval to "Final Approver" Now, it's a very simple workflow, but, if my "Final Approver" is not populated, or there is a typo, etc. Is there a way for it to…
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Not Receiving Email Alerts for "Changes to New Supplier Setup for Streamline"
My peers setup my profile when I joined Serta Simmons Beddings to get email notification of requests made to add new supplier to Streamline. I am still not receiving the notifications, although my peers are. My profile matches theirs apparently. No one internally can help me resolve. Does anyone have any suggestions? Thank…
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Auto fill information in sheet when a check box is checked in a different sheet
Hello All! I am trying to figure out how to auto fill information into my sheet, when I check a box in a different sheet. I am keeping track of different invoices and sponsorships in the original sheet. When I check a box in the column "Ad" then I want the "Organization", "Event", "Start", and "Due" columns to auto fill in…
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Notifications using Summary Sheet
If I create an automation workflow to notify all contacts on a sheet, will those listed in the sheet summary be included?
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Automation Custom Message Formatting Issues in Outlook
Hello, I have an automation that I am using to alert someone, and when the notification comes through to my Outlook email the customized message has some serious formatting issues. I have tried multiple different formatting options, typed it directly into the customize message box, tried copy/paste from Word into the…
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Creating Alert to Notify Users Once Agreement Signed
Hello, I am trying to create an alert that would notify users once an agreement has been signed. I have watched some Smartsheet videos but I'm still a bit confused on how to create one. Why might the “Automation” button not appear near to “File” button even though I am the Smartsheet owner? See the attachment.
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Do reports trigger alerts?
Hi all, I am wondering if accessing a report will trigger an alert from the source sheet? I have an alert set in my sheet that triggers based on a formula. If someone accesses a report that is based off this source sheet, will the alert still go out? Thanks in advance!
