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How to send automated daily digest email of updates
I'm trying to set up an automation to send a daily digest email of updates to users linked to an item in Smartsheet. I have a smartsheet where each row is an event. When any cell in that row changes, I want the users involved to have some notification of the change. My current automation is triggered "when rows are…
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Multiple Problems on Same Sheet
I'm having multiple issues right now with this sheet I am trying to create for an inventory. 1: I created automations to generate documents, two different automations based on the Name of the item added. This worked but was creating multiple documents on the same row at the same time, and thus triggering an alert to a…
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Wrong Automation is Triggering
Hi all, today is our launch date! We are very excited. We have approval workflows in place for each manager based on the particular setup request. We also have separate approval workflows in place for client Terminations. Our very first request received was for a setup - but instead of the setup approval workflow, the…
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Accurate trigger behavior when testing automations with weekly frequency
The "Test now…" feature currently doesn't reliably reflect what will actually happen when an automation is triggered. I set up an automation using "When a row is changed" as a trigger with a weekly frequency. I wanted to send an update request for only rows where the status had changed to Approved over the last week. When…
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Weekly update request for newly approved rows
Hello, I'm trying to set up a workflow that will send an update request once a week for all the rows in which the status has changed to "Approved" during the week prior to the request notification. The update request should not include rows that have the status "Approved" if the status field for those rows was not changed…
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do attachments get sent in the email from an automation?
I created an automation triggered when a row is added from a form. the form contains also an attachment. when the row is added I get a notification on smartsheet which includes the attachment, but the email I get does not include the attachment, is there a way to make the email include it?
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Enable Workflow Automation Repetitions
Hello Smartsheet community. I have created a workflow automation that will email a custom message to the contact(s) in a specified cell. This workflow must initially trigger when: There is a change in a cell, in this case "Lifecycle Status" When two days have elapsed since the cell change. If the notified user does not…
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Automated messages send rows filled with dark color
Hello, I am having an issue with automated messages. The issue is the rows I selected to send are coming in via email with the background filled in a very dark color. It is very hard to read and will likely be ignored by users. It is happening when using several automations. However, here is an example of the most recent.
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How to change Automation Trigger from "Changes:" to "Changes To:"
Hello Community, I have set up a sheet and a form. The form has various drop-downs asking different fellows for their unique identity numbers. I am trying to copy the rows to the fellow's specific sheet when the drop-down is their unique identifier number. I am setting it up for 20 fellow drop downs, out of these the 19…
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Data Shuttle - trigger from email to sheet
I have a sheet that I currently update using a CSV file that is emailed to me weekly. I set-up a Data Shuttle to run upon attachment that works great. But I'm trying to remove a step. Is there a way to email an attachment to a specific sheet that would then trigger the Data Shuttle so I don't have to manually upload each…
