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Is there a way to send formatted links to Dynamic Views through Automation?
I have automation workflows that send notifications to employees when new rows are generated. Those employees need to interact with the rows and we use Dynamic View to make the inputs behave more like forms. It works well, except that the only way to link the automated notifications is by copying and pasting the whole,…
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control center breaks when adding in new column to spreadsheet
Hi Ya'll. New to SS. Situation: I'm using Control Center Blueprint to essentially take our intake form for inquiries and then map it to a project plan and update a secondary sheet that shows the mapping. Complication: In not understanding the sensitivity of sheets, I added a new column to original sheet. Impact: As a…
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Automated Emails - maintain custom subject line
Per Smartsheet documentation (and experience), If you have an automation that runs on multiple rows, all rows will be grouped into one email notification. I don't have a problem with this. However, it overrides your Custom Subject line for the notification to a generic default: Subject: The placeholders in the subject will…
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Workflow Automation Run History/Log
Is there a way we can see a log of when workflow automations have run, and if there is a recipient for it, then to see which recipient(s) have received it & when?
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Automation not running as expected
I setup the automation below to run when an item has been Priority Ranked, has a Status of "Not Prioritized" and work accepted is "Under Review." I did this so that when I'm looking at Card View by Status, items that now have a Priority Rank will change the Status to "Grey (New)" and move into that Status column. However,…
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i want multiple approvals from an automation workflow to be in an email. is this possible?
I am trying to send a monthly email with multiple rows in an approval email. Is this possible? Thanks
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Smart Sheet Use for Project Management - Meeting Agenda (w/ Form) to Action Item Tracking (Per Proj)
Hello everybody, First time poster. I've searched the forum to find a solution, but I wasn't successful, so decided to create my own post. I'm new to smart sheet, so would appreciate help in getting a solution for my workflow. Just as some additional information - we currently have numerous live projects at any one time,…
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Why is my workflow not updating my Smartsheet columns after initial run?
I have set up a workflow from an excel file to my smartsheet. I have it set that whenever a new sheet is added it should update my data, but that is not happening. Ex. One of the columns is for prices. If the new source attachment has new prices and i add to the workflow, the price does not change in the Target sheet when…
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2025 Free Smartsheet Webinars/Office Hours
I hope everyone is having a great start to their year! I am posting here because I wanted to share the schedule for the Smartsheet Webinars we will be hosting this year. Here’s a breakdown of the schedule for the first half of this year: Office Hours: Starting in February, our Customer Success Manager, Lisette Planken,…
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I’m trying to create an online form with smart sheet integrating Docusign and need help/advice
I have a form (currently an Acrobat form) where the user would fill in the fields, then depending on the info they provide, it would need to go to different people for their signatures. This is done by them manually forwarding it on as an email attachment. For example: user John Smith fills out his info, including his…