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Alerts & Actions Permissions
Is there a way to set the default Alert and Actions permissions on the sheet level to be the Least Restrictive? I have updated the template I am using to be the Least Restrictive, but new sheets are still set to Most Restrictive by default.
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Is there a way to email someone from a report?
Hi all, I have a published report and my leadership would like there to be a way to 'click on the contact' in the report to be able to send them an email. I'm pretty sure this can't be done in Smartsheet but I thought I'd consult the "brain trust" here ... We were thinking of trying to create a hyperlink with an email in…
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Automated emails look
Hello, I have my sheets set up right now to automatically send out an email with an attachment when a box is checked. I have received complaints that the emails look to formal and or spam like. Especially when the sender is "Your name" via smartsheets. Do we have any way to change the look and or sender information? We…
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Workflow that Generates a report for signing
Hi, We have built a form that creates a record for a client hand over inspections but it needs signing. We currently have adobe fill in and sign. What is the best way to get the form into the ipad app to have the client sign? Can i create a workflow that automatically emails a pdf report for the record to the users email…
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How do I track incoming emails in a Smartsheet?
We are getting slammed with inquiries to our info@ gmail address. I think there's a way to send all those emails to a Smartsheet so I can assign, triage, and track our responses.
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Counting people with the same email domain in a multiselect assigned to cell
Hi there I have a multiselect Assigned To column linked to a contact list. So the contacts are displayed with their full names. Email addresses are shown in the hover over menu for each contact as per usual. I want to count how many of the contacts in the cell belong to the same company. I.e. have the same email domain. In…
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Workflow sending notification through Smartsheet but not email.
I thought based on my personal settings I can get an email notification from workflows but I do not receive one. It only comes through Smartsheet at the top right where the bell is listed. How can I get this through email?
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Can I add a specific row to an email from a workflow?
I have a smartsheet and there I will let people know when certain tasks have been executed. I have already created the workflow for that. My issue is when sending the email; can I add one row only on the email to notify that a certain task has been executed, so when I change one cell from "In Progress" to "Executed" a…
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Formula to record attendance using check boxes and flag the row if missing meetings?
I am new to SmartSheet and need assistance creating a formula or function to make it easier to to keep up with attendance for meetings once a month. Any one person from the group can attend and as long as one person does, the entire group gets credit. I would like to use a function which will give me a quick indicator that…
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Email recipients from automation
Is there a way to view the recipients of automation email when you have Editor access to a sheet?