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Row Id in email
Hi! I'm trying to generate custom PDFs with a specific template from a smartsheet row. The workflow currently uses an automation to send an email when the row is "done". Right now, that email contains the "Row Number" which is the only way to identify the row through the API (all the rest of the columns can be duplicate…
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Losing data when multiple users making changes at the same time
Hello, I am having the exact same issue as Thor did in 2015 - https://community.smartsheet.com/discussion/385/losing-data-2 I sent out a current user view report to my project managers and when they all update their individual rows/reports respectively, I keep losing the data in my cells. How do I ensure to get their…
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Automated Workflow Emails Look Like Span
Can I change the heading of an automated workflow email so it does not look so much like spam? I would prefer it to look like I sent the email and not the automated system.
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Drop Down List Data Validation
My team and I are new to Smartsheet, and after 2 days of using the software, have already found a couple of major road blocks that will likely keep us from using Smartsheet. The biggest is the inability to create a drop down list that uses data validation to pull a list of options from another Sheet. (Example - one sheet…
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Alerts and Actions not working
Hi, I have a sheet where the RYGG is automated based on the due date (overdue=red, due date +2=yellow, the rest=green). I then set up the alerts ("Send a notification") so when the status turns yellow one email goes out, and when it turns red, another one gets sent out. I've played around with this for a few days. I have…
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Automated update request not working
Hi, We are creating an automated workflow that requests an update thru a specific mail and it does not seem to work. Automated approval workflows work perfectly but update requests don't send the appropriate mail requested (eventhough in the sheet you can see that there's an update requested). Can you please help? Thanks…
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Need a way to identify if a row has been approved/rejected via proofing
Hi, I am using the new feature "Proofing" for my upcoming project and I was wondering is there any way to identify if a document on a row is approved/rejected, then use it in the custom formula to change the status of the row? For example if a document is rejected then I would like to change the status of the row to…
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No Consolidation w/Double Bracket Placeholders?
There is a little disclaimer on Smartsheet's article about automated alerts under using double bracket placeholders. Has anyone experienced this happening to them? NOTE: Adding placeholders to your messages may possibly result in you receiving multiple alerts or actions where you may have previously received a single,…
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Introducing Automated Workflows and Recurrence
Community— We've introduced automated workflows, which make it easier than ever to build, manage, and collaborate on Smartsheet automation. You can now: Consolidate multiple automated actions into sophisticated workflows, including multi-step approval processes Address a variety of scenarios in a single workflow with…
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Avoid access to smartsheet when request for update
First of all, english is not my native langage, please excuse my mistakes. Hello all, I have a smartsheet with several external counterparts (customers and providers). I manage the smartsheet which is not shared and nobody is able to reach / open it. I send requests for update with automatic processes. but when counterpart…
