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Multi-step workflow vs. Conditional paths
I have a workflow that I want to build that does not stop at the first conditional block it comes to that is true. So for instance, I need to send out an email to various markets once a task is done. So if a task has been done for AU, NZ and IN, I need three separate emails to go out to each market (this information is…
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How do I set SmartSheet to include attachments on the emails that it sends from automation?
Has anyone had success in having SmartSheet include attachments on the emails that it sends from workflow you set up? When I create a workflow in SmartSheet to send an alert to someone I want to have the email the user gets include an attachment. Currently my trigger for the workflow is when the data in a certain field…
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Merged: Enhancement Proposal: Business Days in Smartsheet Automation Conditions
This discussion has been merged.
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Notifying someone they were assigned multiple new tasks without sending a notification for each Task
I have a task tracker sheet and regularly enter multiple tasks that are assigned to a single person. What is the best way for me to notify them of the new tasks without having a new notification sent for each individual task? Thanks in advance.
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Please enhance Column Contacts and Form Contacts by allowing Groups to be used!
I could go on about it, but there are some basic “table-stakes” sorts of features that need to be incorporated into how column contact lists are handled within Smartsheet. First and foremost, please, for the 37th time, allow us to drag a group in and create items contacts within a column contact list. ALSO, please make it…
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Post to Team Private Channels
We need the ability to post to Private Channels within Teams. We have project specific channels that are limited to the project team and do not want to make these channels public. I have seen many others asking for the same functionality so I think that this is a great feature to add ASAP.
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ServiceNow and Smartsheet BRIDGE integration
Hi, I am trying to bring all records from a table in ServiceNow into my Smartsheet. All field names align and I am able to get the record from ServiceNow but unable to send that data into an existing Smartsheet. I did get it to add one row from ServiceNow but that's only if I reference the row specifically in the Key and…
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Time zone discrepancy in Automations
Hello! Something strange has happened - my Smartsheet profile is set up for AZ time zone, and my workflows have followed that. However my Automation workflows switched to Eastern time today, so due to the time difference they all went out incorrectly. How could my Automation workflows run off a different time zone than my…
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Copy & Paste Contact Cells between Sheets
Currently only able to copy and paste contact cells on a single sheet.
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Changing display name causing dups?
We have a custom built Smartsheet solution. When it was built the person's full name was used in various places in the solution, used in formula's and automations. What we have discovered now that we are using the solution, is when a person goes in and updates their display name in their settings, from Robert to Bob or…
