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Change default SS email address when automation sends information to Track-it!
We are using Track-it! for all helpdesk requests. When a remote user wants to check on inventory, request samples, etc., they are sending an email to a specific email group. Sometimes all the information is provided and other times not. I created an intake form in SS with the fields needed for all requests, including the…
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Check A Box When A Value On Another Sheet Changes
I have a sheet that is pulling data from a second sheet. What I want to happen is when the status changes to RECEIVING COMPLETE on the second sheet, it checks the box in the received into stock column. The problem is that once that status is updated to that value on the second sheet, it's moved onto an archive sheet that…
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Smartsheet Duplicating Generated Attachments with Same File Name
Hi all, in our work processes, we put SS generated documents through approvals and regenerate it as signatures are added. Historically this has just updated versions of the same document which is what we want, however, recently SS has begun attaching them as separate documents altogether even though the file name never…
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Unable to run workflow
I have a workflow that generates a document when another field is checked off, however, I keep getting the following error and have no idea how to troubleshoot and fix the issue. "This workflow was triggered by at least 5 other workflows, which exceeds the maximum allowed. Please modify the workflows that are interacting…
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Do Not Email Notify Triggering User from Workflow Automation (PMO)
How can I stop my automations from copying the triggering user via email? The automation itself works great for letting the inteded person know they've had a task row assigned to them via email - but the triggering user does not want to be copied on said notification. I've searched the community for answers - I've been…
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[Upcoming] Smartsheet Webinar for Project Managers, Marketers & Client Services
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Automation DocuSign Save As Draft
It would be helpful if we could use the automation - workflow to trigger a Generate Documents - DocuSign but use the 'Save as Draft' option. Currently, we use the 'save as draft' feature as we need to add additional documents to the DocuSign envelop. However, it would save us time if the creating the draft in DocuSign…
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Specific user not receiving automated emails
I have one user who is not getting the email notifications I have set up to remind him to make updates to a sheet bi-weekly. I have tried removing him, re-adding him, and also re-creating the workflow entirely. What could be causing this and are there other ways to troubleshoot this?
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The ability to omit blank fields in email notifications
When sending alerts and requests through automation, we currently have the option to send a message including either all fields, specific fields or the message only. For my particular organisation(and i would imagine many others), none of these options work. We have dynamic forms that build themselves based on answers and…
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Premium Apps and Workflow Automations Questions
If I make a workflow automation or set up a premium app like Data Shuttle and Dynamic View while I am an Admin under the legacy model, will those Workflows and Premium Apps that I set up be disabled once I get demoted to Viewer under the new User Subscriber Model?