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Adjust length of Workflow ID to prevent credit card misidentification by M365
We have recently implemented some automated workflows, and have found that Microsoft 365 identifies automated emails from Smartsheet as credit cards. If we try to forward those emails to external users, or if an external user replies to that email and starts a thread with us, Microsoft 365 flags the email every time…
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Flowcharts & Diagrams
Hello, I would like to see a Flowchart and Diagram implementation added to SmartSheet. I would like to have all my data in one location, versus having to utilize multiple applications for my data.
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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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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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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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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…
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