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Automation from a form submission
Hi I have created a form that is working perfectly in that once completed it is populating the sheet data. I have also created a number of automation work flows that work if you directly input into the sheet but do not appear to work if the data is entered via the form - please can anyone advise if I have missed a step or…
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Can information be pushed into a SmartSheet from an email message
Hi there, I am curious to find out if I can embed a button (or link) into an email that would make an entry into a SmartSheet. Let's say I want to send an email which asks the recipient to choose one of two options. I could send them to a SmartSheet form and have them fill it out, but what I would rather do is have them…
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Countif lookup by email/contact
Hello - I have a sheet ("Sheet 1") where users enter various entries/plans, etc. via a form and to associate it with themselves, I have them use their email address which logs into a contact column. In another sheet ("Sheet 2")- I have a list of everyone who is expected to put in information. I have a contact column with…
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Teams Integration
Hi All, I have been tasked by my manager to incorporate SmartSheet into Teams. We have completed the integration and I can now see the shared sheets in Teams without issue. We would like to go a step further and be able to receive notifications in Teams when certain fields are completed on the Sheet. Is this possible?…
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Content Approval Template
Hi Guys, Have us used a template that works well for you? Please share
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Notify Dependent Task Assignee That Predecessor Task Has Been Completed
Here's the setup: I'm trying to get team members to use Smartsheet more. One of the ways I'd like them to use it, is to get them to mark a task as complete once it's been completed instead of me chasing them around and asking them if they've completed the task and then checking it off for them. I'd also like to automate…
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Notifications exception changes/rows added by sheet owner
Is there a way to setup notifications when there are changes and rows added with the exception of the sheet owner? Most of the time I am the one making updates to the sheets, so I am having to go through my notifications often and just delete the ones that were added or changed by me to get to the real reminders or changes…
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Update Requests
We have an automated update request created, however, when it is triggered it sends a link to update all fields that need updating to all contacts within the sheet - as a result they are not using it as they cannot see which action is theirs to be updated What we would like to happen is that the update for that row only…
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Automate sending an email referencing a column
I have a form where the public submits information for a schedule change. Can I set up a workflow so when I mark 'complete' in a column, I can reference the column where the email is located to send out an auto response that their request has been completed? These are non-smartsheet users who do not need any access to the…
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Workflow automation
I want to alert someone who doesn't have access to the Smartsheet but instead a Dynamic View of the sheet. Is this automation possible? Marie