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Approval Workflow Emails
Hi, I have an approval workflow set up in a form I've created. The email "from name" that is sent to the approver is the name of the person who created the form though. Is there any way to update this? Thanks!
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Approval Workflow
Dear Sir/Madam, Kindly note that email is not capturing while Approver forwarded to another user in absence of Approver. If Mr. Sam is approver for request # 123, Mr. Sam is in leave till end of month so he has forwarded approval request to his Personal Secretary Ms. Tina as a delegates approval. Tina approved the request…
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Using Workflows to Populate Cell Values
Hi, I'm trying to use workflows to auto-populate a Date Column. Example: When "Work Order State" changes to "Scheduled" populate a system time-stamp in "Scheduled Date". Is this possible? Thanks, Quinn
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Outlook custom emails
Hi, Is there a way for Smartsheet to capture Requests For Information from contractors and suppliers if they have a dedicated email address for a sheet? I'm new to SS so not sure what is out there. I know there is an outlook plug-in to push content to a Sheet but what if a team member just emailed 'abcdefg@smartsheet',…
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Automation Workflow - Exclude Hidden Fields
I have a SmartSheet that has several hidden columns that drive other visible column values, conditional formatting, etc. I set up an Automation Workflow to send an update via email when rows are added or changed. The email that is sent from the workflow includes ALL the hidden columns, whether those values changed or not.…
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Automation: If new line wasn't submitted for the last business day, then notify
I have a smartsheet that is populated by data it pulls from a form that's submitted daily. One of the columns is a date column, another is a location. I'd like to set up an automation that emails me when a form hasn't been submitted for the previous day. Logic: If yesterday was a business day and there's no new line with…
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How do I prevent a reference to the tracker sheet on an Alert Someone workflow?
I created two workflows: Alert Someone 4x a month to send an email to specific people as a reminder to fill out a form AND an Alert Someone 4x a month to send notifications on an MS Teams channel. In both cases, it references the master tracker sheet. I only want my users to follow a link to a form I created for the…
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How to block a requestor from also approving his own request?
Good morning SmartSheet Community! We currently have a form for employees to submit Internal Sales Order, in which they must add their functional approver (usually their manager). This request is then sent for approval to 3-4 people/teams. We have an issue with one type of request where the requestor is adding himself as…
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Sheet Connection
scope: I have several states working and adding every day into smartsheet sheets, those sheets are required to be seen / reviewed by the state managers, out of this information I want to create a daily updated sheet from this on a master sheet for CEO level. Client requirement: to see an overall update daily with the new…
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Approval Workflow - Send to contacts in a cell
Hello, I am creating an Approval Workflow with "Unrestricted" Automation Permissions so that the approval request can be sent to any email. The Requestor is prompted to enter the "Approver Email" within the request form. When creating the workflow under "Request an approval" I have selected "Send to contacts in a cell" but…