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Project Approval Received / Master Project Sheet Populated
I'm trying to setup an intake process where a new project is submitted through a form and appears within a project intake sheet for review/approval/denial. If approved, I'd like certain, if not all, column values for new projects to be copied over to a master sheet, which includes additional columns for project charter and…
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Free users can no longer use "send..." on a row
Hi, has something changed for free users with the send option at a row level? we have a number of admin users but also free users than will fill out details in a row and then click the row dropdown and select the "send..." to send a mail with the details filled out for that rown. Now when our basic (free) users select this…
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Automatically alert when project goes beyond an install date
Hi, We have multiple (50+) projects and once the project commences an install date with the customer is fixed. I have set this up in smartsheet, to have the install with no prior dependancies. What I wont to do is set up an alert when the project build is after the agreed install date. Any ideas on how I can do this?…
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Report Notifications
Is there a way to set up notifications within a report? We use reports to keep project managers up to date on new projects and a notification based upon the addition of new information would be helpful.
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Approval process form with custom comment field. NOT THE GENERAL COMMENT FIELD.
Good Morning all, I established an approval workflow with a loop by using this: https://community.smartsheet.com/discussion/how-loop-through-workflow However, i would like to track the comments of the Approver for example. Sure he can insert a comment in the general comment field but i would like to have a field only for…
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How to configure my own Email as Smartsheet Notifications Email Address
Hi, I want to configure my own email address to send notifications to team. How can I send the notification from my email instead of notification@smartsheet.com. If the feature is not supported in Smartsheet, what workarounds are available for it?
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Using Microsoft Flow to Send Email
Hello, Currently Smartsheet doesn't allow me to send an Alert with an attachment. The context of this is for a travel spreadsheet, when someone enters their itinerary, it will send the person an email with a standard email containing an attachment of various do's & don'ts. I think I've got my flow set up ok but I'm…
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Automatically CC specific email address on a Form
We've created a Form attached to one of our sheets, but is there a way to automatically CC a generic email address into all responses? Or is the only option to create an Alert?
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Every 2 Weeks Alert Not Working
I set up an alert that says send an alert every 2 weeks starting on Monday, Nov 4 @ 9 a.m., the condition is the status must be 'Open." However, it doesn't send. If I sent it to weekly, hourly, daily, it works but the every 2 weeks won't send. What am I doing wrong?
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Flag By Issue Status Formlua
This seems so basic, but I cant get this formula to work. I have a flag colum that I want the flag to be 'flagged' if the Issue status column has an issue listed as "Open" This is what I'm using and getting an unparseable =IF(Issue@row = Open, 1,0) Thanks in advance!