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Proofing Automation
How do I use the workflow automation for approval with Proofs? For example, I need to send a PDF proof through a workflow to be approved, but I am unable to do this through automatic workflows (cannot add a Proof) nor the Proofing feature, which is not automated. Also wondering if I can use dynamic cell data in Proofing…
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Automated Workflow fields - can they be duplicated?
Hello knowledgeable ones, I have multiple workflows for approval/assigning within one sheet. In each of these workflows we want to send certain fields via the email. Do I need to select each of these fields for each (30!!) of the individual workflows? I cannot see how to copy and paste the relevant fields. I am assigning…
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Showing only those selected fields with a value in the Approval automated workflow?
Hello. Another Automated workflow question. Is it possible, within the 'customised message' where we select 'Specific fields', that there is a setting that will only show those fields if they have a value? So, for example, someone completes a form, and certain sections may not be relevant, but the automation is set up as a…
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Contact us integration ?
I'm running a recruiting campaign and I need to log all of the leads that are going to come in from separate landing pages. Is it possible to have those contacts be uploaded to a spread sheet the moment a person submits an application?
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Automated Workflows - Person who email comes "From"
Hi... is there a way to edit WHO the automated workflow email comes "from"? I know it defaults to whoever set it up. But if that person moves to a new role - etc - I'm assuming there has to be a way to edit that information? A workaround that I considered - but didn't test yet - was perhaps having the "new" person…
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Is there a formula for referencing a different cell daily?
I've automated emails to send out schedules to our field employees but their sites can change daily and I was wondering if there's a way to reference a different cell everyday so I don't have to manually change the site cell in the automated workflow.
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Sending a form for authorization/signature
Hello, I am very new to Smartsheet so please bear with me. Every year we have a group of applications for a program. In the past they filled out a pdf form, but I'd like to start having them fill it out online. The problem is that while the applicant fills out the information and attaches supplemental files, a final step…
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Is it possible to to be notifed after an automated email is sent?
I've set up daily emails for our employee schedules but I'd like to receive notification after the automated emails are sent.
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How to change the owner information in the workflows notifications?
I create the sheets and workspaces for all the company and I want to change my name and my information when workflow communications run. I do not know if that possible, if not this is a very good improvement to the system. Be able to change that on workflow communications. Thanks
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Workflow Following
Hi there ; İs there any log area that i can follow automatic workflows which one triggered? Thanks
