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Turning on Resource Management triggered automation???
Help please! A teammate turned on Resource Management on a critical sheet for our day to day operations. This seems to have trigged automation that archived all rows. While I can see the rows that were archived, I am reluctant to move them back without knowing How to identify the automation that was triggered in the first…
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Is it possible to email only some information from a sheet via workflow?
As an example, say I have a sheet with data columns: Name - User ID - Phone - Address - Email The data is entered via a form, and I need to set a workflow to email all contact information from new entries to another team for various system updates, but User ID is sensitive personal data and cannot be shared. What is the…
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Can you create a workflow that emails the line attachment as an actual attachment instead of a link?
I have a smartsheet that creates a certificate once the user details have been entered, then emails a copy of the certificate to the user once an email address has been added, but would be better if the line attachment was attached to the email instead of just a link to the attachment.
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Date calculation formulas are not working properly.
Hi, community. I have a weird problem with my metrics sheet and the dashboard linked to it since it is displaying fault information with a specific formula. I have tried a lot of workarounds, including the update of both source and metrics sheet and a lot of different formulas but I can't still fix it. Formula is as simple…
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Add HTML formatting in Automation Workflow Notifications
Would be great if we could force wrap text within an Automated Workflow Notification Alert "Message" using </br> HTML tags, and/or be able to <bold> text directly within the Message we're setting up. Hoping this can be an enhancement one day to Smartsheet.
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Approval Workflows with Inconsistent Reviewers
Background: I want to make a sheet that can track all of my review/approval requests throughout a project. I would want multiple types of project documents to be reviewed/approved (e.g., change requests, project charters/plans, test cases, etc.) each with their own set of reviewers/approvers. For instance: Project Charter…
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Inventory Management
I'm looking to create a sheet to manage our department's inventory of swag/give-aways. I currently have the asset management template set up and running and am using the barcode functionality which is mostly serving our needs. The one gap I have is inventory updating. Ideally, when someone takes inventory, I would like for…
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Conditional Approval & Approver Automation
Hi - I've been trying to come up with the best way to implement a process into Smartsheet and can't really come up with an ideal method. Hoping someone can give me an idea or point me in the right direction. We have a process where a user submits an intake item and then it goes to a general group for them to review/update…
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Can I change the email that Smartsheet sends emails from using the API
I have a Bridge workflow set up and I'm calling the Send Rows API call to email out what I need. The problem I'm running in to is I don't want the emails coming from my email address. I've tried to save it using a service account to see if it would send from there instead but still shows mine. Any ideas how to change that?
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Requesting Updates to Report
We have a spreadsheet with data that needs to be updated/validated twice a year. We wanted to use a workflow, but some owners/approvers of the data have 150 rows to their name. We don't want to flood their email with that many emails or have to go through 150 lines that way. We are working with the idea of sending an…
