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Enable Hourly, Daily, and Weekly triggers when there is custom field in the notification box
Hi Product Management Team: Goal: Send a notification once per day to an assigned individual that includes all the work items (tasks) they've been assigned. Customize the notification so it includes the assignee's name. Problem: When I insert a custom field in the notification customization box like this: Hello {{Assigned…
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Automation - replace existing values in multi-select column?
Hi all! I have a question about an automation I'm trying to set up. We have an onboarding status dropdown column that people can check off as certain steps are completed, and I'm trying to automate so it's not so manual and time intensive. The automation is the following: when a date is reached for date field "SIV Date"…
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Document Generation - multiple templates with similar conditions
Hi, I have two templates that I want to have generated upon form submission and various other triggers in my workflow. Due to potential changes, I have it re-generate so the final "step" is the version that has the most updated information. I currently have 6 templates in a single workflow, with my condition for each being…
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How do I proceed If i would like to have an automation email produced once a row is added
I have set up a triggers but if 2 peoples send a request at the same time, the confirmation email has been produced with both request on the same email. Is there a way to have one request per email?
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Automation Trigger Help
In the Project Management Learning Path via Smartsheet University, I'm running into an issue where it will not allow me to run the 'Regular Task Update Request' weekly on Monday, Wednesday, and Friday as the instructions ask me to do. My only options are X days before, X weeks before, X days after, and X weeks after. There…
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Automated Workflows not triggering
I have a sheet that collects responses from a form and when a row is added, a workflow should then be triggered to record the entry date. This would then trigger another workflow to copy the rows to another sheet and nothing… Even though the criteria are met, the workflows are not triggering and IF it does, it takes a long…
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SmartSheet Automation - Notify Emails not triggering at all
Hi all, I've ran into an issue where on all of my sheets I have that's shared out to dozens of users and are on the distribution list to receive emails based on rows added/changed with criterias to trigger email sendouts to them. This has been working fine the past 2 years. However, as of 2 days ago all emails have stopped…
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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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Hyperlink manual trigger data shuttle workflow
As of now the data shuttle workflow can only manual trigger in the data shuttle page by clicking on "Run". My idea is to allow user to trigger running a workflow by hyperlink/webhook. So user can add the link in their dashboard as a function of Button. To manual trigger the data shuttle workflow when they are reviewing the…
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Change a cell value to the triggering user
If we check a checkbox in a sheet/report, is there a workflow automation that allows us to stamp/change the value of a cell to the person who triggers that workflow? Understanding that Owners/Admins can check this data within the Activity Log/Cell history. The visibility on the sheet would be helpful.