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Need advice on Forms & Approval Workflow
Note the word “form” below does not necessairly mean a Smartsheet form…currently it’s a Word doc * I have a form that need to be completed by at least 2 people. * Once complete, the form need to be reviewed by 1 person* If correction needed return to step 1 * If correct move to step 3 * Form is sent for “approval” to 5-6…
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Account email notifications from Smartsheet
We have a few others set as administrators for on our account. I would like to modify who receives notifications from smartsheet, ex. User has requested to be a licensed user email notifications. I would like only 1 administrator to receive these types of account notifications. Can this be done?
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Connect email notification with smartsheet for specific users
Hello, i was looking to create a new project using smartsheet to receive alerts from specific email addresses and to log the activities into smartsheet, those notifications will be received by specific users (their email addresses). how i can start implementing that and is it doable or not? Thanks!
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Notifications, Report or Dashboard
i am new to smartsheet and using it to keep track of inventory across multiple locations which have different contacts by location. What is the best method to send a scheduled listing of assigned assets to each contact owner. Would like them to only see their assets and be able to change the location if they no longer have…
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Exporting Contact Emails in Sheet to Excel
We have a contact column in our sheet with names and email addresses. I would like to export that information into excel but it will only export the names. Is there a way to get the email addresses?
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Automated Workflow - Invalid Date Error
I have set up an automated workflow to trigger when status changes to complete if date field is greater than 12/31/18. I am able to choose the date but it changes to "Invalid date" when i save the workflow. I thought maybe since the date field i was using is an automatic number field, it didn't recognize the field as a…
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IF Statement - If two columns match any two columns on the page, flag it
Right now I have =IF(COUNTIF([Part Number]:[Part Number], [Part Number]1) > 1, 1) If the part number in row matches up with another row, it lights up a flag. I want to be able to add two checkpoints... If a "part number" and "ware" in one row matches up to another "part number" and "ware" on a different row, light up the…
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Update requests to more than a person
Hi all, I have a spreadsheet that has set up an "Update request". Now, that same update request was set up to notify both myself and my colleague (since i was on annual leave recently, so nothing was getting left behind). What happens is, since there are 2 people in the automation, the update request only gets cleared…
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Resent Request for Approval
Is there a way to send a reminder to someone who received an automated request for approval? I have program chairs who are either not responding or are not responding in a timely manner, so the Approval Status remains "Requested". Right now, I reset the status so it triggers the automated request for approval again. It…
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Notifications for when something DOES NOT happen
Hello, We have an important task to do daily at my workplace, and I would like to set up a notification system if the task does not get completed. The idea is that an employee completes the task and then submits the form. If one form is not submitted for the day, an email goes out at X time to notify the supervisor. I…
