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Default notifications when someone has been assigned to a row.
Is there a way to have smartsheet default to letting someone know that they have been assigned to a row? I know that you can set up an automation workflow to achieve this, but with the amount of projects we have going on across many different users, the chances of everyone going in to set up the automation and do it…
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Dont trigger workflow on specific dates
Hello Community, im building a tool in which we input data from the last day every day. So i have a form in which workers are filling information about the yesterday shift. On Friday they are filling in it for thursday and on monday they are filling in the information of last friday. (And so on) The information is then…
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Automated updates to multiple contacts
Good morning! I have a sheet that I am working on for voting on tool enhancement request. I currently have the sheet set up to request voting on 6 categories for a purposed update for our tool. The issue im running into is the update request is being sent to multiple contacts (for test purposes we are using 6 contacts),…
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Alert Someone Automation
Hi all, I am attempting to set up an automated workflow for account collections. A single sheet will include cash collections for multiple clients. I have RYG triggers set up to run alerts on the 5th day once and then recurring daily on the 10th, no problem. My issue lies with the contacts. I have separate contacts listed…
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Approval Request Reminders
Does anyone have a workaround suggestion for recording the history of "reminder" approval requests? Approval Requests that are sent again because the previous had no response. Currently, Smartsheet does not record the new "Submit" status when an additional request is sent - i.e., it does not overwrite the existing status…
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Track what was changed in the workflow automation configuration.
I know you can see who made a change to a workflow automation and a timestamp when a change was made. I'd like to see a log to track what was actually changed in the workflow configuration. Is that tracking already available somewhere? Would be a nice to have an event log. Thanks!
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Salesforce smartsheet connector Issue
I'm encountering an issue with the Smartsheet Salesforce connector, specifically with the bi-directional functionality. Despite having the appropriate permissions and successfully creating a workflow, I'm unable to view any data within Smartsheet. However, when utilizing the uni-directional connector (Salesforce to…
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How do I automate a Form?
I have a form in smartsheet that some of our Attendings will be using to fill out required shift information for payment processing. I know that on the base sheet I can set up an automation to request an update weekly which is what I need, but does that apply to the sheet the form info transfers to once submitted? Or will…
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Approval Requests Reminder History
Sending a second (+) approval request after the first has no response should update the Approval Status column history indicating additional requests were sent.
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When a workflow generates a notifaction to an email, is box size always the same?
Use case: An internal team at my company conducts research. Each morning, their most recent findings are sent via workflow to a prescribed set of internal colleagues. There are different topics (AKA Sheets) so some team members receive a few emails each morning. We have noticed that the notification messages are formatted…
