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Help with date formula/automation
I am trying to help a user automate a current process in Smartsheet. The information within the sheet is compliance info and each item has different regulatory rules. Some items have monthly update requirements, while others have quarterly or annual update requirements. Right now the sheet admin goes in the sheet to see…
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Change email not to come from Smartsheet Automation
Previously when I sent update requests out, it appeared as my name in the From box on the email. Now with new automated workflows, it just appears as from Smartsheet Automation. is there any way to change this in case people decide it's spam before they read it and delete it?
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Notifications, Report or Dashboard
i am new to smartsheet and using it to keep track of inventory across multiple locations which have different contacts by location. What is the best method to send a scheduled listing of assigned assets to each contact owner. Would like them to only see their assets and be able to change the location if they no longer have…
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Update requests to more than a person
Hi all, I have a spreadsheet that has set up an "Update request". Now, that same update request was set up to notify both myself and my colleague (since i was on annual leave recently, so nothing was getting left behind). What happens is, since there are 2 people in the automation, the update request only gets cleared…
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Can't build an alert - formula-based email not acceptable
Hello community! Anyone have a work-around for this? Here's the situation: I’ve created a vlookup formula in my sheet to obtain an email address from another sheet, and then want to alert someone using the email address result from the formula. When I go to build the condition in the alert (for approval), the alert will…
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Routine reminder
Hello, I am trying to set up a routine reminder to notify staff to submit a report. I would additionally like to have it notify other staff to follow up to collect reports once the due date passes. I set these up as two different workflows but if I can combine let me know. I am also trying to find a way to not have to…
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Using Approvals with a formula cell
I am trying to use an approval request to change the value of a cell that contains a formula. The cell that has the formula is based on data in two other cells. For example, the other two cells can either be "Yes" or "N/A". If both of them are "N/A", then my approval cell automatically changes to "Yes" and it does not…
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Reports Exportable to Outlook Calendars?
Hi there, Are customized reports able to be published to Outlook 2013? Thank you!
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Additional workflow/automation actions
Scenario: In our project, we have a weekly reporting cycle. In some of our sheets, we have a field that is "previous status" or "previous actions" or other similar ones, you get the idea. Desired action: have an automated flow where, once the end of the cycle is reached (any configurable date, friday evening for example),…
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File attachment counted as a change to a row
I currently have two workflows set up: (1) Payment approval request after an event: employees submit request with invoices attached as a file for approval (2) Payment approval request before an event: employees submit a request for an approval, the request gets sent to a supervisor, and once the supervisor approves, an…
