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Use automated workflow to send an email to an external contact
Hi, I had a look through the existing questions, and couldnt find an answer to this, so apologies if it out there somewhere! we have a sheet where we log enquiries we receive as and when we receive them. In the log we capture the date the enquiry was answered, along with details of the enquiry and the response we provided.…
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How to make sure 1 workflow takes precedence over another.
Is there a way to make one workflow have precedence over another? In conditional formatting you can have it so when two rules are activated, one takes precedence over the other - can the same be done with workflows? The answer seems like an obvious "yes" as you can create conditions and decide what triggers a workflow, but…
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"First-to-come" update request
A suggestion to improve the system. I have created several workflows with update requests. And on many occasions the request needs to go to several persons at the same time. Depending on who is at work or available, will complete the Update request. The other persons will not do anything. I know that they can just click on…
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Automate smartsheet data
Hi all, my first post on here We use smartsheet in our business for data and daily workflow. We manage dozens of employees who are getting assigned to do offline tasks, (they are not using smart sheet), usually with a client. We use smartsheet to collaborate between the managers, and we have the data in the sheets, but I…
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Linking Workflows
I'd like to see a feature where I could make a call out from one workflow to an existing workflow. Due the current limitations within the existing workflow feature, being able to "link" different workflows together will allow for more complex automation such as nested if, If/then/else, or automation of multiple field…
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Specific Cells Sent Out During a Smartsheets Workflow
Is there a way to only send specific cells in a sheet when a workflow is triggered from a form submission? Currently I have a submission form that operators are filling out that will trigger a workflow email after submission, but it will send the entire content of the sheet, not just the relevant information. I've added to…
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No Sheet Title in Workflow Messages/Update Requests
I noticed that when I create a status update workflow with a custom message, the message comes through without any reference to the sheet. This means the recipient won't know which project they're providing a task update for. Is there an automated way to include the sheet title in the custom message?
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Impact Assessment Workflow
Similar to the approval workflow, Allow admins to create a customized workflow that sends an impact assessment email to allow target users to indicate if they are impacted or not impacted on a project, request, task etc. The workflow should also allow the admins to customize the message body and also allow the user to…
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Merged: Ability to send workflow alerts from user email address
This discussion has been merged.
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How can I find all active notifications and workflows in a workspace?
I have a prolific workspace for a completed project that belong to another user who is no longer using the sheets but still owns admin rights. There are still some live automated notifications and line specific update requests being sent from sheets in this workspace. Is there a way to find them to get them shut off…
