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Automated emails not sending attachtments?
I have a simple automation set up where if Cell 1 has any value in it, It will send out an email to the requestor. Sometimes we have to include attachments but it doesn't always send. I already have it set up to send the information needed and I made sure attachments were checked as well. I also told all the admins "add…
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Conditional Formating on Workflow Emails
As of right now, there is no way for conditional formatting to show on emails that are generated through workflow. I suggest implementing a method to allow this, for example, I have conditional formatting that highlights fields when a specific criterion is met, but when I send that email out via workflow that…
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Multiple workflows for a Product Approval Process (URGENT)
Everyone, I hope you are doing well, I wanted to reach out to you to try to find a solution to the current problem I have. The Smartsheet spreadsheet that I created managed the information of 4 different plants. The process is: (1) The information is entered in the sheet by submitting the info throw a form. One of the…
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Merged: Create Workflows from Reports
This discussion has been merged.
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Log automated workflow actions on the Activity Log
For compliance purposes, it would be helpful if the actions of automated workflows would log on the Activity log. For example, when automated messages are sent it would be helpful for the Activity Log to date and timestamp that action along with the name of the workflow. Lots of us using SmartSheet need robust audit trails…
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Why does my target sheet not show in search?
I'm trying to copy a row from an original sheet to a destination sheet. However, when I try to select the destination sheet, the search returns no sheets: I saw that both the original sheet and the destination sheet must be shared with Admin/Owner status. This is the original sheet: And this is the destination sheet: Why…
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Is there an option to prioritize workflows?
Hi All, I have a folder with a few different sheets, one being my main sheet that my team works off of. This main sheet has a number of workflows for all the moving parts of our project that we track. As we move along further, I have realized the amount of workflows is starting to be a problem with prioritization. Say I…
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DocuSign Naming Feature
To be able to have the Project Name be the envelope name and generate fully from Smartsheet. Right now, the draft in DocuSign is the only applicable way to really use it for a large company. So my accounting director doesn't have all the unnamed documents coming to her in addition to all other departments sending her…
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How do I set up a workflow to notify someone if a predecessor task has been completed?
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Automating Task Assignments based on Custom Fields - Emmanuel Katto
Hello All, I am Emmanuel Katto from Uganda. I'm trying to automate task assignments in Smartsheet based on custom fields, but I'm running into some issues. I have a custom field called 'Project Type' with values 'Marketing', 'Sales', and 'Development'. I want to assign tasks to specific users based on the value of this…
