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Reminder/Alert Automation
I have this tracking ticket Smartsheet where every 2 weeks, my team of 4 analyst rotate on who's in charge of addressing these tickets. These tickets don't have deadlines, they just have quality information (e.g. ticket name, description, submitter, status, location of issue). I want to create an automated reminder for…
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Select specific person/email as the name for automated alerts
This idea was created from comments split from: From email name for Smartsheet automations: select a generic value versus owner. While the current functionality of automated workflows enables the creator of the workflow to select if the email should come from a generic label (such as either Smartsheet Automations or their…
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Is there a way to copy or link an attachment from one Smartsheet to another?
I have two smartsheets. The first, Order Sheet, collects submitted order info from a smartsheet form. The second, Shipping Sheet, has shipping info for both submitted and other/autogenerated orders . I am using Index/Match to pull shipping dates and tracking info from the Shipping Sheet into the Order Sheet. I would also…
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Importing Excel spreadsheet to an existing Smartsheet
Hi, I need to import Excel spreadsheet to an existing Smartsheet that already have DataMesh set up. It's not feasible to copy and paste 500 rows at a time since the Excel has many more rows than that. DataShuttle also would not work because while I can save the Excel in OneDrive, it requires additional permissions to…
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Use workflows to streamline your approval process
Suppose you work in a marketing department, and your team creates various types of content, such as blog posts, social media posts, and email newsletters. You want to establish a streamlined approval process to ensure that all content goes through the necessary stages before publication. Here's how you can set up a content…
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Smart Sheet Use for Project Management - Meeting Agenda (w/ Form) to Action Item Tracking (Per Proj)
Hello everybody, First time poster. I've searched the forum to find a solution, but I wasn't successful, so decided to create my own post. I'm new to smart sheet, so would appreciate help in getting a solution for my workflow. Just as some additional information - we currently have numerous live projects at any one time,…
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Change the "from" email address on automated emails
I am the owner but I have sheets built for a user and any time an automation sends an email the recipient sees the following: FIRSTNAME LASTNAME via Smartsheet <automation@app.smartsheet.com> I do not want my name on these automation emails, is there a way to change it to someone (workspace collaborators / users) via…
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Vendor management workflow
Hello, I am brand new to Smartsheets and it was honestly purchased for other reasons but I think I can use this to track about 300 vendor due diligence life cycle requests. We have a vendor solution but I need something to track and send requests out side of that system as no one but me really uses it. Does anyone use it…
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Workflow not triggered when a new row is added.
Hello - I created a workflow, to ensure that anytime a new row is added, it will by default, check the "Show on Report" field, which is unchecked by default currently. -The trigger is "When a new row is added" and Run "When Triggered" However, I have added a number of rows as a test over the past hour and it hasn't checked…
