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How do you create simultaneous / concurrent workflows in Smartsheet?
Our Quality Department oversees the new formulas and SKUs that must undergo an approval process before they are permitted to proceed to production. This process involves task completion by various departments, followed by necessary approvals from department managers. In total, six approvals are required. However, these…
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Automation Workflow - Alertar a alguien cuando se añaden filas
Buenas tardes, Estoy haciendo tests con las alertas automáticas. En algun momento cree una alerta que me produció el tipo de notificación que estoy buscando, cada vez que seañade una fila, se manda una notificacion que muestra el contenido de la fila y adjunta los archivos adjuntos a la fila, las filas estan marcadas en…
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Automations from a Template are now Broken in existing sheets
Hi Community! I'm having a problem with automations. I added new automations to my template that was originally used to create some existing projects. Once I added the automations to the template, existing projects immediately inherited the new automations and now they're ALL broken. See screenshots. When I tried to start…
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Automated Workflow Notification
I have my "main Smartsheet" with a delivery date column. Then I have a "helper Smartsheet" and an automated workflow that makes copy rows from my main Smartsheet to my "helper Smartsheet" when delivery date is same as today. Until here all good. Now I'm trying to automate a workflow to send a notification email when rows…
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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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Smartsheet Automated Emails changing custom subject line
Good Morning, I've have several workflows setup to send out emails that are triggered by dates. I'm using the Alert someone and I have setup specific subject lines in each out these, based on the time frame of a requested completed date. This morning, I received a "Reminder: Smartsheet Name" email that was sent to all who…
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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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Send Dashboard via email - manually and automated workflow
My idea is to create functionality to be able to send a dashboard snapshot via email from within Smartsheet, both manually and via an automated workflow. Ideally using an HTML format so any links in the dashboard are links in the email. Smartsheet Dashboards are fantastic and we use them heavily with our project teams and…
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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…
