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Automated Workflow Form Request
I have an automated workflow that requests a form if certain fields are blank. It's triggered when a new row is added or changed. More specifically, the automated flow is activated when a required field is added or changed. This works fine. However, the automated flow doesn't issue a follow up form request when some of the…
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Automations Stopping
I have experienced several different, random, automations stop working for no reason for random individuals. Triggers etc do not change and yet they just stop firing for some users and not for others. Is there any kind of bug we should troubleshoot within our systems or do we need to 'reset' the automation somehow to get…
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Why is SmartSheet contacting everyone in the contacts column even when they don't meet the criteria?
I've been working on setting up a workflow sheet for volunteers in a graduation ceremony. My columns are "job, first/last name, date/time, email, phone number." The "Email" is a contact column and the picture shows how I have set up the workflow. Why is the sheet sending the message to every contact in the email column…
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Current Plan: Free
Hello! My trial expired and my current plan is free now. I have clarifications: If I attach files on a sheet that is not owned by me, can I do it or is there a limitation. Can I create a dashboard? Can I create a report from a sheet that is not owned by me and it is just shared to me. Do we have a summary of the things I…
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How do I combine an approval workflow and update fields into a single email request?
I have an approval workflow that sends an email to a user but in that approval I would like the user to complete a couple fields of data. Instead of forcing that there is two separate emails (one for approval and one for field updates) can this be combined into one interaction with the user?
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Bundle together rows under 7 and use placeholders in workflow automation update request
We have a scenario where Sponsors are asked to provide short updates on all of the projects, they have responsibility for. The notification they receive includes placeholders to show the project name. The feedback on this is that they would like to receive one email showing all the projects they are responsible for and the…
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Inclusion of options missing in the Move/Copy workflows
Hi When we select a sheet row and move/copy it to another one, we're presented with the "Include Attachments" and "Include Comments" options. On the other hand, moving/copying rows through automation workflows does not provide these options; and this is what I'd request Smartsheet team to include in the workflows as well!…
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Automation/Workflow Example/Tests
Although it's typical to need to run a few tests for a workflow or automation, it would be great if we had the option of previewing what the automated emails/notifications/alerts would look like for individual users with different types of permissions. A view "View As" type of feature.
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Hiding Or Removing Duplicates In a Report
Hi all! I have a report on a sheet that has many duplicate values, and for the sake of nice presentation I would like them hidden. To further explain my situation, I have a sheet I am referencing that has tasks, days to complete, the week of completion of these tasks, and finally the avg days to complete a task per week.…
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Looks & format of automated emails
Hello, I would like to use automated emails & reminders for client-facing communication. But the amount of irrelevant information enclosed is a problem. Are there currently solutions to any of these? 1- Unnecessary header that has a Log In button next to it which confuses external contacts who do "NOT" need to get into the…
