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Update Request sending individual emails instead of one link, even when time based
Hi all, I have an automation that sends me a daily update request for students that have appointments that day, so that I can enter dates and notes. Most days I have 6-8 students. I was (at one point) able to get it to send a mass update request. One link for all the students that had appointments that day. But this…
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Has the "When rows are changed" trigger changed?
Hi Smartsheet experts, I'm building a workflow with a segment that should trigger when there is a change on ANY of the column fields. For some reason the Trigger will not leave it open ended. What could be happening?
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Introducing Query Streams - Automatic Database to Smartsheet Sync
Hi Smartsheet Community!We're Query Streams, and we built a tool to automatically keep your Smartsheet updated with data from your databases and APIs. What it does: Connect your database or API to Smartsheet and set a schedule. Your sheets stay updated automatically - no more manual exports or copy-pasting. New records get…
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Zapier Connection to the Smartsheet Eu Servers
I want to connect Zapier with my smartsheet account to run some automations an online lead generation bot to be exact Zapier support team has given the following info: Currently it is not possible to connect to the smartsheet.eu with Zapier the limitation is imposed based on compliance with Smartsheet; we cannot confirm…
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Slack and Smartsheet Update requests
I've looked on the community site and web resources, but I can't seem to find anything that directly shows how you create a project update request and completion directly in Slack. I can send update requests to Slack as a reminder through automation, but I don't see how you send a request for update and actually complete…
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Distinguish Access Acceptors from Admins
Our sheets & workspaces require many people to have Admin level capabilities, which means that when someone requests access to a sheet or workspace, that email is sent to every Admin. This causes confusion and higher risk of no access granted (because people have learned to ignore the emails) or the wrong level of access…
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Include Attachments in Automated Emails?
Is there a way to include attachments in automated emails? I want to automate communication to simplify a work process. Currently, emails are sent manually and occasionally contain attachments. All of the information my staff would include in the email is in the sheet, so being able to drag an attachment to a line and then…
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Tracking automations
I have project with automations sending emails based on specific criteria in the row. These automations are sent via email with a form to acknowledge receipt of the automated email. It would be fantastic if there was a way to track/ensure the email was sent without the need to send a copy of the automated email to my inbox.
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WORKAROUND FOR AUTOMATION EMAIL TO RECEIVE SEPARATELY AND NOT BUNDLED IN ONE E
Hi anyone here have a work around or formula in my case i created a project where in Effectivity date reach it sends email notifications i also created a helper column for subject to have a unique fields and not bundled in one email but in this case if the same effectivity date different details it was placed in one email…
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Attachments for Non-Subscribers
I use Smartsheet for construction management (scheduling and quality control). I currently have an automation established to send a notification to a contact in a specified column when a row is added and assigned to them OR if a change is made to row that is assigned to them. Can I set-up my smartsheet to allow…
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Why would workflow automation show smartsheet in search
I'm trying to work on automating lines on Smartsheet and implement copy row feature. When I click on the COPY TO field and try to search for a specific sheet for "select a destination sheet", it's not coming up. What could be the potential issues? I've seen the sheet not pop up on search for a few hours after creation, but…
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Rolling budget/spend tracker
I have a bit of quandary with a recurring task, wherein I am tracking weekly budget allocations and tracking what is NOT spent. Currently, I have a basic sheet where my contractors/vendors upload a patient record, which is just a sign-in sheet, and I manually count the hours used. Each of these sheets represents a maximum…
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Exporting Attachments to Google Drive
Smartsheet is very useful for collecting data through forms from non-users and organizing it in a database, from which automations can be run. The "generate document" automation is one I use particularly frequently. It's very helpful in making "receipts" of the most crucial information for other parties to review in a…
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自動化設定でシートサマリの情報を使いたい
自動化で通知ルールを設定しようとしてます。そこで通知の宛先を、シートの列情報として保持している連絡先情報でなく、シートサマリの方で表している連絡先情報に対して設定できないでしょうか。。？
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Ability to expand the size of the entry field for update requests
I've got an automation to request updates for a sheet, with one of the fields being a narrative entry. It would be helpful if I could expand the size of the box in the form for the update request, so they can better see what they are entering. As a bonus, it would also be helpful if they had some rich text attributes they…
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One-time pop-up Confidentiality Acknowledgement?
I use Smartsheet as a virtual data room, with each Workspace dedicated to a specific project. I will then invite different downstream colleagues to the project sheets. I would like to set-up a Confidentiality Acknowledgement statement that the colleague has to click on "Acknowledge", before being granted access to the…
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Moving sheet from one workspace to another
Hello, I have a general question. looking to move a SHEET from one workspace to another. That sheet has a FORM and Workflow Alerts set up. Will that disrupt my workflow and inactivate the form link? Just want to confirm what I need to do to ensure the SHEET and workflow alerts don't break. User is the same. Second question…
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Automation w/ nested If, Then, Else capability
I have a worksheet where every line is one of four "types". Once each line is worked and completed I move those lines to an "Archive" sheet based on their "Type". Currently I have four separate automations that move a single "type" to it's respective worksheet. The way I see current automation possibilities only allows me…
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Help Needed
Hi All, I am trying to create a formula to work out the number of days ( Helper V1 ) between the VISIT 1 and VISIT 2 days column. Any thoughts would be greatly appreciated Thanks
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Adding attachments to a generated document.
I’ve created an automation that generates a document and forwards it to the individual specified in a cell. The line item also has several additional attachments associated with it. Is there a way to include those attachments with the generated document?