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How do I create an automated reminder notice for items that are 25 days or more past a date?
I'm sure I'm missing something simple, but I'm having trouble creating an automated reminder that goes out when an item is 25 or more days past the completion date in my sheet. There's a report that needs to be run about a project, but it needs to be run after at least 25 days have past from the completion date. I want the…
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Proof Reminders that contain a link to the proof
Currently we can setup reminders for the approval of a proof or other details around a proof, but there is not a way to send a reminder to a person and have the reminder contain a link to the proof. It would be similar to the current notification that goes out when an approval is setup for a proof.
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Dynamic Reminder Notification
Question: I would like to automate an email notification to the assignee based on a date column, which has intervals of Monthly/Quarterly/Bi-Annually/Annual for the subsequent notification. Technical Challenges: Based on my findings, there are no direct features to support this. Automation> Alert someone Notification based…
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Send automated email days before a date
Hello - I figured out how to send an email before a specific date but now I can't get it to only provide the information on the row with the current date. For example - I would like a reminder sent out 3 days before, then 2 days before, then 1 day before a date on the sheet. In the email I'd like the topic for that week to…
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can you set up weekly reminders for a date that has gone in the past (off a cell in the sheet)
Im looking to set up a reminder automation that will send out reminders on a weekly basis if tasks are not completed by a certain date. In my sheet there are numerous dates and they are pulled in from formula (dynamic) meaning that i need to pull it off a specific column / cell in the sheet. although the automations allow…
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Customize hyperlink destination in reminders/notifications
I tend to use a lot of large sheets with contributors from multiple sites interacting with the sheet through reports, and use automations to notify users when they need to input information in their report. Unfortunately, the notifications link back to the sheet itself and not to the user's report. It would be very useful…
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Automation to send Email NOT 'Reminder' Notification
I have an automation set up that sends an Email notification if an item is incomplete to the contact, and it has been running smoothly for 4 months. I get both a copy of the email as well as a notification in Smartsheet that looks like this. I recently deactivated the automation because of the Holiday's and turned it back…
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Approval request: automated reminders with ability to approve / reject
Hi all, I have sheets created with email workflow approvals, there are also email workflow reminders sent when the original request is not actioned. I am getting requested to have an approval option within reminder emails. The original approval workflow gives the requested user the ability to approve / reject from the…
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Copy Row Reminder to Another, or All, Rows
In a project with multiple date columns that function as due dates, you can set up row reminders that correspond to those due date columns. This is in addition to setting up Automated Workflows that can email reminders on due dates. But why would you want to set up row reminders in addition to using the Automation…
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Automation Assistance
Good morning Community! I have created a sheet to keep track of all company board meetings. Each department is responsible for submitting material (attachments) prior to the meeting and automations are to be put in place to remind board members of the deadline to submit. The issue I'm having is, how can I have each…