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Remove "automation@app.smartsheet.com" from sender email address
The OIT Security department at my university received a report that an email from automation@app.smartsheet.com may be phishing. We send a number of Update Requests through Smartsheet that require action from the receiving party. If the email is perceived as phishing by the recipient (or flagged as Spam by the email…
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Inventory Workflow to only include fields with missing items
Hello Smartsheet Gurus! I am attempting to create a workflow that notifies a team about low inventory in an email. There are multiple teams in my org. Each has responsibility for about 20 items. I have the workflow set up to only notify the team of their items status but I can't quite figure out how to notify them only…
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Can a Workflow be triggered by the contents of a specific cell? (Specific column and row.)
Can a workflow be triggered based on a change to a specific smartsheet cell? (Specific cell = specific row and specific column.) I do already understand how to create workflow for changes to a field that covers changes to any row where that column is changed. Example: Project Plan sheet. One row in my project plan lists a…
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Is it possible to use a workflow with a multi dropdown request type and multiple assignees?
Recently, I made a change to the logic for my request form and received an error message for the previous workflow - see screenshot. My users need to be able to choose one or more request types. Then, I would like to use the workflow to assign specific requests to one or more coworkers. Is this possible? If so, how can I…
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Forwarding Approval Requests
Hi All, I am developing a system that involves a large workflow of approvals. I have it set up so that the user selects a person for each approval to go to. However, I want to be able to have the person who receives the approval, be able to defer the approval to a superior if it is necessary. I found that forwarding an…
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How do you confirm the identity of an approver in an approval request?
We discovered somewhat alarmingly that the Modified By column does not record the email address of a person making an approval but rather pulls information from the cell in the approver column. Here is the use case: An approval request email is sent to Person A, who forwards the email to Person B. Person B approves the…
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Creating 1 PDF from multiple rows using Document Builder
Hi, Hoping someone can help me with my question. I'm currently trying to automate the sending of a 'reporting pack' for project highlight reporting. I've got my template, etc ready and can automate the creation of highlight reports for each individual row and have the report attached to the corresponding row. I've then…
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Duplicate Workflow Condition Paths Option
Currently when building a workflow, if you need to create more than one condition path but only 1 or two criteria out of several are different in each condition path, you have to recreate each condition path from scratch. This can get very time consuming if you need multiple condition paths. Could a function be added on…
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Alert someone using send to contacts in cell not working
Very similarly to jdavidso's question here: https://community.smartsheet.com/discussion/71614/approval-workflow-send-to-contacts-in-a-cell about not being able to deliver an alert to an email. I am encountering an issue he didn't specifically mention, nor did the answer solve my situation. In my 'Alert Somone' action, I…
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Same subtasks for all projects..
Hi all, I'm new here, so sorry if the question's been asked before and I couldn't find the answer, but: I work on multiple projects at once, and they typically have the same group of tasks for each (I work in communications, and for every event (/project) I draft the same suite of products, and they get approved in the…
